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ALCCX vs VWUAX

Both ALCCX and VWUAX are mutual funds. ALCCX has a lower 5-year return than VWUAX (21.11% vs 24.68%). ALCCX has a higher expense ratio than VWUAX (1.91% vs 0.28%). Below is the comparison between ALCCX and VWUAX.

ALCCX VWUAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Alger Vanguard
Net Assets $210.10M $36.47B
Expense Ratio 1.91% 0.28%
Management Style active active
Dividend Yield 0.00% 0.13%
Minimum Investment $1,000.00 $50,000.00
YTD Return 7.42% 5.60%
1-Year Return 5.43% 4.12%
3-Year Return 20.55% 25.77%
5-Year Return 21.11% 24.68%
10-Year Return 16.36% 19.02%

ALCCX description

The Fund seeks long-term capital appreciation by investing in a diversified, actively managed portfolio of equity securities of companies of any size.

ALCCX performance & returns

YTD Return 7.42%
1-Month Return 4.89%
3-Month Return 5.43%
1-Year Return 5.43%
3-Year Return 20.55%
5-Year Return 21.11%
10-Year Return 16.36%
ALCCX expense ratio is 1.91%.

ALCCX holdings

Top 10 Holdings (53.09% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 9.97%
Microsoft Corp MSFT 8.15%
Apple Inc AAPL 6.90%
Visa Inc Class A V 4.90%
Facebook Inc A FB 4.38%
Alibaba Group Holding Ltd ADR BABA 4.37%
Salesforce.com Inc CRM 4.02%
Danaher Corp DHR 3.71%
Adobe Inc ADBE 3.36%
T-Mobile US Inc TMUS 3.33%

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VWUAX description

The Fund seeks long-term capital appreciation by investing in equity securities of corporations based in the United States. The fund invests mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings growth and reasonable stock prices.

VWUAX performance & returns

YTD Return 5.60%
1-Month Return 6.67%
3-Month Return 4.12%
1-Year Return 4.12%
3-Year Return 25.77%
5-Year Return 24.68%
10-Year Return 19.02%
VWUAX expense ratio is 0.28%.

VWUAX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 7.62%
Microsoft Corp MSFT 5.92%
Apple Inc AAPL 5.45%
Tesla Inc TSLA 4.29%
Vanguard Market Liquidity Inv N/A 3.40%
Mastercard Inc A MA 2.84%
Shopify Inc A SHOP.TO 2.71%
Facebook Inc A FB 2.39%
Alphabet Inc Class C GOOG 2.25%
Netflix Inc NFLX 2.24%

Other relevant VWUAX comparisons

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