AMOMX vs VWUAX

Both AMOMX and VWUAX are mutual funds. AMOMX has a higher 5-year return than VWUAX (12.75% vs 12.44%). AMOMX has a higher expense ratio than VWUAX (0.4% vs 0.28%). Below is the comparison between AMOMX and VWUAX.

AMOMX VWUAX
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 $28.89B
Expense Ratio 0.40% 0.28%
Management Style active active
Dividend Yield 0.60% 0.11%
Minimum Investment $5,000,000.00 $50,000.00
YTD Return -20.16% -35.67%
1-Year Return -10.87% -20.64%
3-Year Return 12.34% 9.41%
5-Year Return 12.75% 12.44%
10-Year Return 13.23% 14.20%

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.

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VWUAX

VWUAX description

The Fund seeks long-term capital appreciation by investing in equity securities of corporations based in the United States. The fund invests mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings growth and reasonable stock prices.

VWUAX performance & returns

YTD Return -35.67%
1-Month Return -18.60%
3-Month Return -20.64%
1-Year Return -20.64%
3-Year Return 9.41%
5-Year Return 12.44%
10-Year Return 14.20%
VWUAX expense ratio is 0.28%.

VWUAX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 7.62%
Microsoft Corp MSFT 5.92%
Apple Inc AAPL 5.45%
Tesla Inc TSLA 4.29%
Vanguard Market Liquidity Inv N/A 3.40%
Mastercard Inc A MA 2.84%
Shopify Inc A SHOP.TO 2.71%
Facebook Inc A FB 2.39%
Alphabet Inc Class C GOOG 2.25%
Netflix Inc NFLX 2.24%

VWUAX pros

The following are VWUAX strengths from our perspective:

  • VWUAX 10-year return is 14.2%, which is in line with the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 15.48%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VWUAX cons

The following are VWUAX weaknesses from our perspective:

  • VWUAX 3-year return is 9.41%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 14.78%.
  • VWUAX 5-year return is 12.44%, which is lower than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 15.1%.
  • VWUAX 15-year return is 9.43%, which is lower than the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 10.79%.

Other relevant VWUAX comparisons

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