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ALMAX vs VMGMX

Both ALMAX and VMGMX are mutual funds. ALMAX has a higher 5-year return than VMGMX (25.02% vs 17.99%). ALMAX has a higher expense ratio than VMGMX (1.27% vs 0.07%). Below is the comparison between ALMAX and VMGMX.

ALMAX VMGMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger Vanguard
Net Assets $236.70M $11.97B
Expense Ratio 1.27% 0.07%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.40%
Minimum Investment $1,000.00 $10,000.00
YTD Return 4.15% 9.82%
1-Year Return -1.04% 2.85%
3-Year Return 22.35% 19.73%
5-Year Return 25.02% 17.99%
10-Year Return 15.51% 13.95%

ALMAX description

The Fund seeks long-term capital appreciation by investing primarily in companies with market capitalizations between $500 million and $10 billion.

ALMAX performance & returns

YTD Return 4.15%
1-Month Return -2.46%
3-Month Return -1.04%
1-Year Return -1.04%
3-Year Return 22.35%
5-Year Return 25.02%
10-Year Return 15.51%
ALMAX expense ratio is 1.27%.

ALMAX holdings

Top 10 Holdings (45.30% of Total Assets)

Name Symbol % Assets
FirstService Corp FSV.TO 5.98%
Chegg Inc CHGG 5.41%
Nevro Corp NVRO 5.32%
Paylocity Holding Corp PCTY 5.17%
Progyny Inc PGNY 4.42%
Casella Waste Systems Inc Class A CWST 4.12%
Insulet Corp PODD 4.11%
Everbridge Inc EVBG 3.92%
Ollie's Bargain Outlet Holdings Inc OLLI 3.79%
ACADIA Pharmaceuticals Inc ACAD 3.06%

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VMGMX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, as it invest all of its assets in the stocks that makes up the Index.

VMGMX performance & returns

YTD Return 9.82%
1-Month Return 2.30%
3-Month Return 2.85%
1-Year Return 2.85%
3-Year Return 19.73%
5-Year Return 17.99%
10-Year Return 13.95%
VMGMX expense ratio is 0.07%.

VMGMX holdings

Top 10 Holdings (14.28% of Total Assets)

Name Symbol % Assets
Digital Realty Trust Inc DLR 1.54%
DexCom Inc DXCM 1.54%
Lululemon Athletica Inc LULU 1.53%
Veeva Systems Inc Class A VEEV 1.48%
DocuSign Inc DOCU 1.48%
SBA Communications Corp SBAC 1.39%
Chipotle Mexican Grill Inc Class A CMG 1.36%
Twilio Inc A TWLO 1.33%
Centene Corp CNC 1.32%
IDEXX Laboratories Inc IDXX 1.31%

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