ALMCX vs OEGAX

Both ALMCX and OEGAX are mutual funds. ALMCX has a higher 5-year return than OEGAX (23.15% vs 21.87%). ALMCX has a higher expense ratio than OEGAX (2.03% vs 1.05%). Below is the comparison between ALMCX and OEGAX.

ALMCX OEGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger Invesco
Net Assets $103.30M $5.29B
Expense Ratio 2.03% 1.05%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 5.86% 18.76%
1-Year Return -4.62% 0.98%
3-Year Return 28.15% 29.67%
5-Year Return 23.15% 21.87%
10-Year Return 17.25% 17.83%

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 5.86%
1-Month Return -9.69%
3-Month Return -4.62%
1-Year Return -4.62%
3-Year Return 28.15%
5-Year Return 23.15%
10-Year Return 17.25%
ALMCX expense ratio is 2.03%.

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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OEGAX description

The Fund seeks capital appreciation. The Fund emphasizes investments in equity securities of small- & mid-cap companies. The Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in small- & mid-cap companies.

OEGAX performance & returns

YTD Return 18.76%
1-Month Return -0.82%
3-Month Return 0.98%
1-Year Return 0.98%
3-Year Return 29.67%
5-Year Return 21.87%
10-Year Return 17.83%
OEGAX expense ratio is 1.05%.

OEGAX holdings

Top 10 Holdings (20.13% of Total Assets)

Name Symbol % Assets
Pool Corp POOL 2.32%
Synopsys Inc SNPS 2.19%
DexCom Inc DXCM 2.17%
West Pharmaceutical Services Inc WST 1.99%
RingCentral Inc Class A RNG 1.97%
Monolithic Power Systems Inc MPWR 1.95%
Chipotle Mexican Grill Inc Class A CMG 1.95%
IDEXX Laboratories Inc IDXX 1.92%
Roper Technologies Inc ROP 1.88%
Twilio Inc A TWLO 1.79%

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