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AMGAX vs JAENX

Both AMGAX and JAENX are mutual funds. AMGAX has a higher 5-year return than JAENX (22.62% vs 18.66%). AMGAX has a higher expense ratio than JAENX (1.3% vs 0.9%). Below is the comparison between AMGAX and JAENX.

AMGAX 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 $226.40M $5.65B
Expense Ratio 1.30% 0.90%
Management Style active active
Dividend Yield 0.00% 0.19%
Minimum Investment $1,000.00 N/A
YTD Return 4.38% 9.79%
1-Year Return -0.31% 4.58%
3-Year Return 22.89% 16.80%
5-Year Return 22.62% 18.66%
10-Year Return 14.89% 15.51%

AMGAX description

The Fund seeks to invest in midsize companies with promising growth potential by investing primarily in equity securities of firms having a market capitalization within range of companies in the S&P MidCap 400 Index.

AMGAX performance & returns

YTD Return 4.38%
1-Month Return 8.25%
3-Month Return -0.31%
1-Year Return -0.31%
3-Year Return 22.89%
5-Year Return 22.62%
10-Year Return 14.89%
AMGAX expense ratio is 1.3%.

AMGAX holdings

Top 10 Holdings (18.47% of Total Assets)

Name Symbol % Assets
Advanced Micro Devices Inc AMD 3.36%
DexCom Inc DXCM 2.35%
US Foods Holding Corp USFD 1.95%
Warrant on Forte Biosciences Inc Ordinary Shares N/A 1.74%
Forte Biosciences Inc Ordinary Shares FBRX 1.62%
Vail Resorts Inc MTN 1.54%
Veeva Systems Inc Class A VEEV 1.51%
Cadence Design Systems Inc CDNS 1.50%
Copart Inc CPRT 1.48%
Universal Display Corp OLED 1.42%

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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 9.79%
1-Month Return 2.17%
3-Month Return 4.58%
1-Year Return 4.58%
3-Year Return 16.80%
5-Year Return 18.66%
10-Year Return 15.51%
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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