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AMGAX vs TWHIX

Both AMGAX and TWHIX are mutual funds. AMGAX has a higher 5-year return than TWHIX (22.62% vs 19.08%). AMGAX has a higher expense ratio than TWHIX (1.3% vs 1%). Below is the comparison between AMGAX and TWHIX.

AMGAX TWHIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger American Century Investments
Net Assets $226.40M $4.82B
Expense Ratio 1.30% 1.00%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 4.38% 4.56%
1-Year Return -0.31% 2.15%
3-Year Return 22.89% 21.06%
5-Year Return 22.62% 19.08%
10-Year Return 14.89% 13.99%

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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TWHIX description

The Fund seeks long-term capital growth by investing in companies whose earnings and revenues are growing at an accelerated rate. Firms exhibiting these accelerated rates will, in the view of Fund Management, have a greater potential of increasing in value over the long-term.

TWHIX performance & returns

YTD Return 4.56%
1-Month Return 4.60%
3-Month Return 2.15%
1-Year Return 2.15%
3-Year Return 21.06%
5-Year Return 19.08%
10-Year Return 13.99%
TWHIX expense ratio is 1%.

TWHIX holdings

Top 10 Holdings (23.26% of Total Assets)

Name Symbol % Assets
Xilinx Inc XLNX 3.00%
Cadence Design Systems Inc CDNS 2.98%
Chipotle Mexican Grill Inc Class A CMG 2.53%
Cognex Corp CGNX 2.40%
Veeva Systems Inc Class A VEEV 2.31%
Square Inc A SQ 2.07%
Skyworks Solutions Inc SWKS 2.04%
Teleflex Inc TFX 2.01%
Align Technology Inc ALGN 1.99%
Splunk Inc SPLK 1.93%

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