AMRGX vs TRBCX

Both AMRGX and TRBCX are mutual funds. AMRGX has a lower 5-year return than TRBCX (13.4% vs 20.6%). AMRGX has a higher expense ratio than TRBCX (4.07% vs 0.68%). Below is the comparison between AMRGX and TRBCX.

AMRGX TRBCX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Growth T. Rowe Price
Net Assets $8.20M $59.35B
Expense Ratio 4.07% 0.68%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A $2,500.00
YTD Return -2.33% -7.24%
1-Year Return 9.45% -6.21%
3-Year Return 22.07% 22.44%
5-Year Return 13.40% 20.60%
10-Year Return 13.24% 18.15%

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 -2.33%
1-Month Return 3.99%
3-Month Return 9.45%
1-Year Return 9.45%
3-Year Return 22.07%
5-Year Return 13.40%
10-Year Return 13.24%
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%

Other relevant AMRGX comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

TRBCX description

The Fund seeks to provide long-term capital growth with income as a secondary objective. The Fund invests at least 80% of its net assets in the common stocks of large and medium-sized blue chip growth companies, focusing on companies with leading market positions, seasoned management and strong financial fundamentals.

TRBCX performance & returns

YTD Return -7.24%
1-Month Return -5.46%
3-Month Return -6.21%
1-Year Return -6.21%
3-Year Return 22.44%
5-Year Return 20.60%
10-Year Return 18.15%
TRBCX expense ratio is 0.68%.

TRBCX holdings

Top 10 Holdings (49.07% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 11.84%
Facebook Inc A FB 6.53%
Microsoft Corp MSFT 5.24%
Alibaba Group Holding Ltd ADR BABA 4.93%
Alphabet Inc Class C GOOG 4.77%
Apple Inc AAPL 4.73%
Visa Inc Class A V 3.08%
Mastercard Inc A MA 2.72%
PayPal Holdings Inc PYPL 2.62%
Tencent Holdings Ltd 00700 2.61%

Other relevant TRBCX comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.