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 holdings
Top 10 Holdings (39.81% of Total Assets)
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.
Other relevant AGTHX comparisons
You may also want to check out the following AGTHX comparisons that investors often look for on Finny
- AGTHX vs AMCPX
- AGTHX vs FBGRX
- AGTHX vs VIGAX
- AGTHX vs VTSAX
- AGTHX vs FCNTX
- AGTHX vs VPMAX
- AGTHX vs FDGRX
- AGTHX vs TRBCX
- AGTHX vs VWUAX
- AGTHX vs FMAGX
- AGTHX vs VIGIX
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 holdings
Top 10 Holdings (40.82% of Total Assets)
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
- AMRAX vs AGTHX
- AMRAX vs FCNTX
- AMRAX vs VPMAX
- AMRAX vs VIGAX
- AMRAX vs FBGRX
- AMRAX vs FDGRX
- AMRAX vs TRBCX
- AMRAX vs AMCPX
- AMRAX vs VWUAX
- AMRAX vs FMAGX