ALMCX vs VMGRX

Both ALMCX and VMGRX are mutual funds. ALMCX has a higher 5-year return than VMGRX (20.17% vs 15.13%). ALMCX has a higher expense ratio than VMGRX (1.95% vs 0.34%). Below is the comparison between ALMCX and VMGRX.

ALMCX VMGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger Vanguard
Net Assets $85.40M $4.83B
Expense Ratio 1.95% 0.34%
Management Style active active
Dividend Yield 0.00% 0.02%
Minimum Investment $1,000.00 $3,000.00
YTD Return -10.43% -9.19%
1-Year Return -17.68% -10.77%
3-Year Return 23.67% 18.65%
5-Year Return 20.17% 15.13%
10-Year Return 14.60% 13.14%

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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VMGRX description

The Fund seeks long term growth of capital by investing in a mid-cap portfolio, which in turn invests primarily in the equity securities of companies with medium market capitalizations.

VMGRX performance & returns

YTD Return -9.19%
1-Month Return -5.37%
3-Month Return -10.77%
1-Year Return -10.77%
3-Year Return 18.65%
5-Year Return 15.13%
10-Year Return 13.14%
VMGRX expense ratio is 0.34%.

VMGRX holdings

Top 10 Holdings (16.81% of Total Assets)

Name Symbol % Assets
RingCentral Inc Class A RNG 2.86%
Square Inc A SQ 2.07%
O'Reilly Automotive Inc ORLY 1.62%
Caesars Entertainment Inc CZR 1.58%
Dollar General Corp DG 1.57%
Microchip Technology Inc MCHP 1.52%
Twitter Inc TWTR 1.46%
SBA Communications Corp SBAC 1.39%
Insulet Corp PODD 1.39%
Burlington Stores Inc BURL 1.35%

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