AMPCX vs VPMAX

Both AMPCX and VPMAX are mutual funds. AMPCX has a lower 5-year return than VPMAX (17.16% vs 18.77%). AMPCX has a higher expense ratio than VPMAX (1.41% vs 0.31%). Below is the comparison between AMPCX and VPMAX.

AMPCX VPMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds Vanguard
Net Assets $1.26B $68.06B
Expense Ratio 1.41% 0.31%
Management Style active active
Dividend Yield 0.00% 0.98%
Minimum Investment $1,000.00 N/A
YTD Return 21.32% 19.03%
1-Year Return 6.68% 2.06%
3-Year Return 18.95% 17.72%
5-Year Return 17.16% 18.77%
10-Year Return 15.09% 17.28%

AMPCX description

The Fund seeks to provide long-term growth of capital. The Fund invests primarily in common stocks of issuers located in the U.S. with a record of above-average long-term growth.

AMPCX performance & returns

YTD Return 21.32%
1-Month Return 3.30%
3-Month Return 6.68%
1-Year Return 6.68%
3-Year Return 18.95%
5-Year Return 17.16%
10-Year Return 15.09%
AMPCX expense ratio is 1.41%.

AMPCX holdings

Top 10 Holdings (27.88% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 4.26%
Microsoft Corp MSFT 4.14%
Facebook Inc A FB 3.24%
Abbott Laboratories ABT 3.11%
Amazon.com Inc AMZN 2.74%
UnitedHealth Group Inc UNH 2.68%
Broadcom Inc AVGO 2.29%
Thermo Fisher Scientific Inc TMO 2.04%
Mastercard Inc A MA 1.69%
Amgen Inc AMGN 1.69%

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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%

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