AMRGX vs AGTHX

Both AGTHX and AMRGX are mutual funds. AGTHX has a higher 5-year return than AMRGX (20.88% vs 12.74%). AGTHX has a lower expense ratio than AMRGX (0.61% vs 4.07%). Below is the comparison between AGTHX and AMRGX.

AGTHX AMRGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds American Growth
Net Assets $150.15B $7.90M
Expense Ratio 0.61% 4.07%
Management Style active active
Dividend Yield 0.21% 0.00%
Minimum Investment $1,000.00 N/A
YTD Return 19.00% 8.69%
1-Year Return 4.28% -0.46%
3-Year Return 25.99% 18.57%
5-Year Return 20.88% 12.74%
10-Year Return 18.60% 14.01%

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 19.00%
1-Month Return -0.63%
3-Month Return 4.28%
1-Year Return 4.28%
3-Year Return 25.99%
5-Year Return 20.88%
10-Year Return 18.60%
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%

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AMRGX 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.

AMRGX performance & returns

YTD Return 8.69%
1-Month Return 1.53%
3-Month Return -0.46%
1-Year Return -0.46%
3-Year Return 18.57%
5-Year Return 12.74%
10-Year Return 14.01%
AMRGX expense ratio is 4.07%.

AMRGX 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%

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