AMPCX vs VPMAX

Both AMPCX and VPMAX are mutual funds. AMPCX has a lower 5-year return than VPMAX (9.13% vs 12.23%). 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 $930.00M $59.86B
Expense Ratio 1.41% 0.31%
Management Style active active
Dividend Yield 0.00% 0.90%
Minimum Investment $1,000.00 N/A
YTD Return -23.10% -15.07%
1-Year Return -11.38% -8.47%
3-Year Return 8.79% 12.48%
5-Year Return 9.13% 12.23%
10-Year Return 11.49% 15.54%

AMPCX

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 -23.10%
1-Month Return -1.55%
3-Month Return -11.38%
1-Year Return -11.38%
3-Year Return 8.79%
5-Year Return 9.13%
10-Year Return 11.49%
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%

AMPCX pros

None that we could think of.

AMPCX cons

The following are AMPCX weaknesses from our perspective:

  • AMPCX net assets are $930.00 million. This fund is not a popular choice with retail investors.
  • AMPCX 3-year return is 6.38%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • AMPCX 5-year return is 8.1%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • AMPCX 10-year return is 11.04%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • AMPCX 15-year return is 7.2%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
  • AMPCX expense ratio is 1.41%, 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.

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VPMAX

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 -15.07%
1-Month Return -9.24%
3-Month Return -8.47%
1-Year Return -8.47%
3-Year Return 12.48%
5-Year Return 12.23%
10-Year Return 15.54%
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%

VPMAX pros

The following are VPMAX strengths from our perspective:

  • VPMAX 3-year return is 12.48%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • VPMAX 5-year return is 12.23%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • VPMAX 10-year return is 15.54%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • VPMAX 15-year return is 10.58%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VPMAX cons

None that we could think of.

Other relevant VPMAX comparisons

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