Both AMGCX and VMGRX are mutual funds. AMGCX has a higher 5-year return than VMGRX (9.28% vs 8.4%). AMGCX has a higher expense ratio than VMGRX (2% vs 0.33%). Below is the comparison between AMGCX and VMGRX.
|Security Type||Mutual fund||Mutual fund|
|Segment||U.S. Equity: Mid-Cap Growth||U.S. Equity: Mid-Cap Growth|
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.
AMGCX performance & returns
Top 10 Holdings (18.47% of Total Assets)
|Advanced Micro Devices Inc||AMD||3.36%|
|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%|
|Universal Display Corp||OLED||1.42%|
The following are AMGCX strengths from our perspective:
The following are AMGCX weaknesses from our perspective:
- AMGCX net assets are $5.30 million. This fund is not a popular choice with retail investors.
- AMGCX 10-year return is 10.7%, which is lower than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.31%.
- AMGCX 15-year return is 5.34%, which is lower than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 8.45%.
- AMGCX expense ratio is 2%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
- Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
Other relevant AMGCX comparisons
You may also want to check out the following AMGCX comparisons that investors often look for on Finny
- AMGCX vs RPMGX
- AMGCX vs VMGMX
- AMGCX vs FMCSX
- AMGCX vs CIPIX
- AMGCX vs OEGAX
- AMGCX vs TWHIX
- AMGCX vs JAENX
- AMGCX vs VMGRX
- AMGCX vs FRSGX
- AMGCX vs BPTRX
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
Top 10 Holdings (16.81% of Total 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%|
|SBA Communications Corp||SBAC||1.39%|
|Burlington Stores Inc||BURL||1.35%|
The following are VMGRX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
The following are VMGRX weaknesses from our perspective:
- VMGRX 3-year return is 4.26%, which is lower than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 7.11%.
- VMGRX 5-year return is 8.4%, which is lower than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 9.94%.
- VMGRX 10-year return is 10.26%, which is lower than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.31%.
- VMGRX 15-year return is 7.53%, which is lower than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 8.45%.
Other relevant VMGRX comparisons
You may also want to check out the following VMGRX comparisons that investors often look for on Finny
- VMGRX vs RPMGX
- VMGRX vs VMGMX
- VMGRX vs FMCSX
- VMGRX vs CIPIX
- VMGRX vs OEGAX
- VMGRX vs TWHIX
- VMGRX vs JAENX
- VMGRX vs FRSGX
- VMGRX vs BPTRX
- VMGRX vs APHMX