AMOMX vs VIGAX

Both AMOMX and VIGAX are mutual funds. AMOMX has a lower 5-year return than VIGAX (12.75% vs 13.77%). AMOMX has a higher expense ratio than VIGAX (0.4% vs 0.05%). Below is the comparison between AMOMX and VIGAX.

AMOMX VIGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family AQR Funds Vanguard
Net Assets $476.70M $53.06B
Expense Ratio 0.40% 0.05%
Management Style active passive (index-based)
Dividend Yield 0.60% 0.57%
Minimum Investment $5,000,000.00 $10,000.00
YTD Return -20.16% -28.68%
1-Year Return -10.87% -16.55%
3-Year Return 12.34% 14.07%
5-Year Return 12.75% 13.77%
10-Year Return 13.23% 14.69%

AMOMX

AMOMX description

The Fund seeks long-term capital appreciation. The Fund will invest primarily in equity or equity-related securities of large and mid-sized companies traded on a principal U.S. exchange or over-the-counter that the Adviser determines to have positive momentum.

AMOMX performance & returns

YTD Return -20.16%
1-Month Return -13.75%
3-Month Return -10.87%
1-Year Return -10.87%
3-Year Return 12.34%
5-Year Return 12.75%
10-Year Return 13.23%
AMOMX expense ratio is 0.4%.

AMOMX holdings

Top 10 Holdings (37.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.10%
Amazon.com Inc AMZN 6.39%
Microsoft Corp MSFT 6.16%
Alphabet Inc A GOOGL 3.97%
Facebook Inc A FB 3.20%
Ubs Money Ser N/A 2.85%
E-mini S&P 500 Future Dec 20 ESZ0 2.38%
Tesla Inc TSLA 2.11%
NVIDIA Corp NVDA 1.65%
Johnson & Johnson JNJ 1.38%

AMOMX pros

The following are AMOMX strengths from our perspective:

  • AMOMX 3-year return is 12.34%, which is in line with the 3-year return of the benchmark index (Russell 1000 TR USD), 12.7%.
  • AMOMX 5-year return is 12.75%, which is higher than the 5-year return of the benchmark index (Russell 1000 TR USD), 12.13%.
  • AMOMX 10-year return is 13.23%, which is in line with the 10-year return of the benchmark index (Russell 1000 TR USD), 13.74%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

AMOMX cons

The following are AMOMX weaknesses from our perspective:

  • AMOMX net assets are $476.70 million. This fund is not a popular choice with retail investors.

Other relevant AMOMX comparisons

You may also want to check out the following AMOMX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

VIGAX

VIGAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VIGAX performance & returns

YTD Return -28.68%
1-Month Return -16.23%
3-Month Return -16.55%
1-Year Return -16.55%
3-Year Return 14.07%
5-Year Return 13.77%
10-Year Return 14.69%
VIGAX expense ratio is 0.05%.

VIGAX holdings

Top 10 Holdings (45.34% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.83%
Microsoft Corp MSFT 9.67%
Amazon.com Inc AMZN 8.14%
Facebook Inc A FB 3.82%
Alphabet Inc A GOOGL 2.67%
Alphabet Inc Class C GOOG 2.53%
Visa Inc Class A V 1.98%
Tesla Inc TSLA 1.94%
NVIDIA Corp NVDA 1.93%
Mastercard Inc A MA 1.83%

VIGAX pros

The following are VIGAX strengths from our perspective:

  • VIGAX 3-year return is 14.07%, which is in line with the 3-year return of the benchmark index (CRSP US Large Cap Growth TR USD), 14.11%.
  • VIGAX 5-year return is 13.77%, which is in line with the 5-year return of the benchmark index (CRSP US Large Cap Growth TR USD), 13.81%.
  • VIGAX 10-year return is 14.69%, which is higher than the 10-year return of the benchmark index (CRSP US Large Cap Growth TR USD), 13.63%.
  • VIGAX 15-year return is 10.32%, which is higher than the 15-year return of the benchmark index (CRSP US Large Cap Growth TR USD), 10.27%.
  • VIGAX expense ratio is 0.05%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VIGAX cons

None that we could think of.

Other relevant VIGAX comparisons

You may also want to check out the following VIGAX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.