AMOMX vs VPMAX

Both AMOMX and VPMAX are mutual funds. AMOMX has a higher 5-year return than VPMAX (19.6% vs 18.77%). AMOMX has a higher expense ratio than VPMAX (0.4% vs 0.31%). Below is the comparison between AMOMX and VPMAX.

AMOMX VPMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family AQR Funds Vanguard
Net Assets $794.70M $68.06B
Expense Ratio 0.40% 0.31%
Management Style active active
Dividend Yield 0.64% 0.98%
Minimum Investment $5,000,000.00 N/A
YTD Return 22.86% 19.03%
1-Year Return 8.17% 2.06%
3-Year Return 21.93% 17.72%
5-Year Return 19.60% 18.77%
10-Year Return 16.47% 17.28%

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 22.86%
1-Month Return 5.25%
3-Month Return 8.17%
1-Year Return 8.17%
3-Year Return 21.93%
5-Year Return 19.60%
10-Year Return 16.47%
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%

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 Compare Wizard to create a comparison you’d like to see.

VPMAX description

The Fund seeks long-term growth of capital by investing in common stocks which are chosen on the basis of greater than average earning, growth potential, and quality of management.

VPMAX performance & returns

YTD Return 19.03%
1-Month Return 2.76%
3-Month Return 2.06%
1-Year Return 2.06%
3-Year Return 17.72%
5-Year Return 18.77%
10-Year Return 17.28%
VPMAX expense ratio is 0.31%.

VPMAX holdings

Top 10 Holdings (37.81% of Total Assets)

Name Symbol % Assets
Eli Lilly and Co LLY 5.81%
Adobe Inc ADBE 5.50%
Microsoft Corp MSFT 5.15%
Amgen Inc AMGN 4.00%
Biogen Inc BIIB 3.98%
Texas Instruments Inc TXN 3.52%
Alibaba Group Holding Ltd ADR BABA 2.80%
Micron Technology Inc MU 2.50%
AstraZeneca PLC ADR AZN.L 2.42%
Alphabet Inc A GOOGL 2.13%

Other relevant VPMAX comparisons

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

Or use Finny Compare Wizard 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.