AMGAX vs VMGRX

Both AMGAX and VMGRX are mutual funds. AMGAX has a higher 5-year return than VMGRX (25.21% vs 19.55%). AMGAX has a higher expense ratio than VMGRX (1.3% vs 0.34%). Below is the comparison between AMGAX and VMGRX.

AMGAX 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 $246.20M $5.02B
Expense Ratio 1.30% 0.34%
Management Style active active
Dividend Yield 0.00% 0.14%
Minimum Investment $1,000.00 $3,000.00
YTD Return 18.02% 14.70%
1-Year Return 9.81% 4.51%
3-Year Return 29.82% 21.77%
5-Year Return 25.21% 19.55%
10-Year Return 17.68% 15.33%

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 18.02%
1-Month Return 0.28%
3-Month Return 9.81%
1-Year Return 9.81%
3-Year Return 29.82%
5-Year Return 25.21%
10-Year Return 17.68%
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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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 14.70%
1-Month Return 1.34%
3-Month Return 4.51%
1-Year Return 4.51%
3-Year Return 21.77%
5-Year Return 19.55%
10-Year Return 15.33%
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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