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AHSCX vs VHCIX

Both AHSCX and VHCIX are mutual funds. AHSCX has a higher 5-year return than VHCIX (20.87% vs 15.02%). AHSCX has a higher expense ratio than VHCIX (1.81% vs 0.1%). Below is the comparison between AHSCX and VHCIX.

AHSCX VHCIX
Security Type Mutual fund Mutual fund
Segment Specialty: Health Specialty: Health
Family Alger Vanguard
Net Assets $13.70M $2.58B
Expense Ratio 1.81% 0.10%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.21%
Minimum Investment $1,000.00 $100,000.00
YTD Return 3.95% 9.35%
1-Year Return 6.31% 7.89%
3-Year Return 13.86% 16.39%
5-Year Return 20.87% 15.02%
10-Year Return 14.75% 16.28%

AHSCX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of companies of any market cap that are engaged in the health sciences sector, including health care services, pharmaceuticals, medical equipment and supplies, and applied research and development.

AHSCX performance & returns

YTD Return 3.95%
1-Month Return 9.97%
3-Month Return 6.31%
1-Year Return 6.31%
3-Year Return 13.86%
5-Year Return 20.87%
10-Year Return 14.75%
AHSCX expense ratio is 1.81%.

AHSCX holdings

Top 10 Holdings (32.60% of Total Assets)

Name Symbol % Assets
UnitedHealth Group Inc UNH 4.52%
Thermo Fisher Scientific Inc TMO 3.97%
DexCom Inc DXCM 3.69%
Danaher Corp DHR 3.65%
Vertex Pharmaceuticals Inc VRTX 3.39%
Abbott Laboratories ABT 3.28%
Eli Lilly and Co LLY 3.18%
Sarepta Therapeutics Inc SRPT 2.37%
Regeneron Pharmaceuticals Inc REGN 2.33%
AstraZeneca PLC ADR AZN.L 2.22%

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VHCIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of health care stocks; specifically the MSCI U.S. Investable Market Health Care Index. This is an index of stocks of large-, mid-, and small-size U.S. companies within the health care sector.

VHCIX performance & returns

YTD Return 9.35%
1-Month Return 2.95%
3-Month Return 7.89%
1-Year Return 7.89%
3-Year Return 16.39%
5-Year Return 15.02%
10-Year Return 16.28%
VHCIX expense ratio is 0.1%.

VHCIX holdings

Top 10 Holdings (42.77% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 8.21%
UnitedHealth Group Inc UNH 6.19%
Merck & Co Inc MRK 4.38%
Pfizer Inc PFE 4.27%
Abbott Laboratories ABT 4.03%
Thermo Fisher Scientific Inc TMO 3.65%
Amgen Inc AMGN 3.13%
AbbVie Inc ABBV 3.12%
Medtronic PLC MDT 2.92%
Danaher Corp DHR 2.87%

Other relevant VHCIX comparisons

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