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AMCPX vs HACAX

Both AMCPX and HACAX are mutual funds. AMCPX has a lower 5-year return than HACAX (16.58% vs 24.61%). AMCPX has a higher expense ratio than HACAX (0.67% vs 0.66%). Below is the comparison between AMCPX and HACAX.

AMCPX HACAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds Harbor
Net Assets $41.03B $27.24B
Expense Ratio 0.67% 0.66%
Management Style active active
Dividend Yield 0.17% 0.00%
Minimum Investment $1,000.00 $50,000.00
YTD Return 10.92% 3.45%
1-Year Return 5.73% 3.90%
3-Year Return 14.95% 22.63%
5-Year Return 16.58% 24.61%
10-Year Return 14.63% 18.48%

AMCPX description

The Fund seeks to provide long-term growth of capital. The Fund invests primarily in common stocks of issuers located in the U.S. with a record of above-average long-term growth.

AMCPX performance & returns

YTD Return 10.92%
1-Month Return 2.84%
3-Month Return 5.73%
1-Year Return 5.73%
3-Year Return 14.95%
5-Year Return 16.58%
10-Year Return 14.63%
AMCPX expense ratio is 0.67%.

AMCPX holdings

Top 10 Holdings (27.88% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 4.26%
Microsoft Corp MSFT 4.14%
Facebook Inc A FB 3.24%
Abbott Laboratories ABT 3.11%
Amazon.com Inc AMZN 2.74%
UnitedHealth Group Inc UNH 2.68%
Broadcom Inc AVGO 2.29%
Thermo Fisher Scientific Inc TMO 2.04%
Mastercard Inc A MA 1.69%
Amgen Inc AMGN 1.69%

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HACAX description

The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.

HACAX performance & returns

YTD Return 3.45%
1-Month Return 5.81%
3-Month Return 3.90%
1-Year Return 3.90%
3-Year Return 22.63%
5-Year Return 24.61%
10-Year Return 18.48%
HACAX expense ratio is 0.66%.

HACAX holdings

Top 10 Holdings (47.82% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 8.09%
Tesla Inc TSLA 6.97%
Apple Inc AAPL 6.52%
Microsoft Corp MSFT 5.12%
NVIDIA Corp NVDA 4.25%
Facebook Inc A FB 4.22%
Netflix Inc NFLX 3.22%
Adobe Inc ADBE 3.22%
Visa Inc Class A V 3.14%
Salesforce.com Inc CRM 3.07%

Other relevant HACAX comparisons

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