AMRAX vs AGTHX

Both AGTHX and AMRAX are mutual funds. AGTHX has a higher 5-year return than AMRAX (11.1% vs 7.49%). AGTHX has a lower expense ratio than AMRAX (0.61% vs 4.42%). Below is the comparison between AGTHX and AMRAX.

AGTHX AMRAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds American Growth
Net Assets $112.55B $9.10M
Expense Ratio 0.61% 4.42%
Management Style active active
Dividend Yield 0.11% 0.00%
Minimum Investment $1,000.00 $1,000.00
YTD Return -27.21% -21.53%
1-Year Return -15.21% -11.48%
3-Year Return 10.44% 7.31%
5-Year Return 11.10% 7.49%
10-Year Return 13.71% 10.40%

AGTHX

AGTHX description

The Fund seeks to provide growth of capital. The Fund invests primarily in common stocks in companies that appear to offer superior opportunities for growth of capital. The Fund seeks to invest in attractively valued companies that, it the Adviser's opinion, represent good, long-term investment opportunities.

AGTHX performance & returns

YTD Return -27.21%
1-Month Return -15.01%
3-Month Return -15.21%
1-Year Return -15.21%
3-Year Return 10.44%
5-Year Return 11.10%
10-Year Return 13.71%
AGTHX expense ratio is 0.61%.

AGTHX holdings

Top 10 Holdings (39.81% of Total Assets)

Name Symbol % Assets
Facebook Inc A FB 5.69%
Netflix Inc NFLX 5.59%
Amazon.com Inc AMZN 5.52%
Capital Group Central Cash Fund N/A 5.23%
Tesla Inc TSLA 5.08%
Microsoft Corp MSFT 5.00%
UnitedHealth Group Inc UNH 2.07%
Alphabet Inc Class C GOOG 1.97%
Mastercard Inc A MA 1.89%
Broadcom Inc AVGO 1.77%

AGTHX pros

The following are AGTHX strengths from our perspective:

  • AGTHX net assets are $112.55 billion. This fund is a popular choice with retail and institutional investors.
  • AGTHX 10-year return is 13.71%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • AGTHX 15-year return is 8.49%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.

AGTHX cons

The following are AGTHX weaknesses from our perspective:

  • AGTHX 3-year return is 10.44%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • AGTHX 5-year return is 11.1%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • AGTHX expense ratio is 0.61%, 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 front-end sales fee. The maximum 12b1 fee is 0.24%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

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AMRAX

AMRAX description

The Fund seeks growth of capital. The Fund uses a growth style of management. The Fund invests in security portfolio made up of common stock and securities convertible into common stock issued by large companies, and to a lesser extent, small and mid-sized companies.

AMRAX performance & returns

YTD Return -21.53%
1-Month Return -10.68%
3-Month Return -11.48%
1-Year Return -11.48%
3-Year Return 7.31%
5-Year Return 7.49%
10-Year Return 10.40%
AMRAX expense ratio is 4.42%.

AMRAX holdings

Top 10 Holdings (40.82% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.56%
CVS Health Corp CVS 4.30%
Visa Inc Class A V 3.97%
Biogen Inc BIIB 3.97%
UnitedHealth Group Inc UNH 3.91%
Facebook Inc Class A FB 3.83%
Home Depot Inc HD 3.59%
Danaher Corp DHR 3.44%
Monster Beverage Corp MNST 3.15%
Google Inc Class C GOOG 3.10%

AMRAX pros

None that we could think of.

AMRAX cons

The following are AMRAX weaknesses from our perspective:

  • AMRAX net assets are $9.10 million. This fund is not a popular choice with retail investors.
  • AMRAX 3-year return is 7.31%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • AMRAX 5-year return is 7.49%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • AMRAX 10-year return is 10.4%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • AMRAX 15-year return is 4.77%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
  • AMRAX expense ratio is 4.42%, 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 front-end sales fee. The maximum 12b1 fee is 0.3%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Other relevant AMRAX comparisons

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

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