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AMGAX vs OEGAX

Both AMGAX and OEGAX are mutual funds. AMGAX has a higher 5-year return than OEGAX (22.62% vs 20.08%). AMGAX has a higher expense ratio than OEGAX (1.3% vs 1.05%). Below is the comparison between AMGAX and OEGAX.

AMGAX 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 $226.40M $4.62B
Expense Ratio 1.30% 1.05%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 4.38% 5.68%
1-Year Return -0.31% 2.52%
3-Year Return 22.89% 20.53%
5-Year Return 22.62% 20.08%
10-Year Return 14.89% 15.30%

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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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 5.68%
1-Month Return 3.21%
3-Month Return 2.52%
1-Year Return 2.52%
3-Year Return 20.53%
5-Year Return 20.08%
10-Year Return 15.30%
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%

Other relevant OEGAX comparisons

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