ALMCX vs JAENX

Both ALMCX and JAENX are mutual funds. ALMCX has a higher 5-year return than JAENX (20.17% vs 17.5%). ALMCX has a higher expense ratio than JAENX (1.95% vs 0.9%). Below is the comparison between ALMCX and JAENX.

ALMCX JAENX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger Janus Henderson
Net Assets $85.40M $5.08B
Expense Ratio 1.95% 0.90%
Management Style active active
Dividend Yield 0.00% 0.16%
Minimum Investment $1,000.00 N/A
YTD Return -10.43% -2.69%
1-Year Return -17.68% 0.34%
3-Year Return 23.67% 21.16%
5-Year Return 20.17% 17.50%
10-Year Return 14.60% 16.13%

ALMCX description

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

ALMCX performance & returns

YTD Return -10.43%
1-Month Return -7.70%
3-Month Return -17.68%
1-Year Return -17.68%
3-Year Return 23.67%
5-Year Return 20.17%
10-Year Return 14.60%
ALMCX expense ratio is 1.95%.

ALMCX 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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JAENX description

The Fund seeks long-term growth of capital. The Fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies.

JAENX performance & returns

YTD Return -2.69%
1-Month Return 1.54%
3-Month Return 0.34%
1-Year Return 0.34%
3-Year Return 21.16%
5-Year Return 17.50%
10-Year Return 16.13%
JAENX expense ratio is 0.9%.

JAENX holdings

Top 10 Holdings (23.14% of Total Assets)

Name Symbol % Assets
NICE Ltd ADR NICE 2.64%
Microchip Technology Inc MCHP 2.62%
SS&C Technologies Holdings Inc SSNC 2.60%
Aon PLC AON 2.44%
Global Payments Inc GPN 2.34%
Broadridge Financial Solutions Inc BR 2.24%
The Cooper Companies Inc COO 2.18%
GoDaddy Inc A GDDY 2.08%
Constellation Software Inc CSU.TO 2.02%
TE Connectivity Ltd TEL 1.98%

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