ANEFX vs TRBCX

Both ANEFX and TRBCX are mutual funds. ANEFX has a lower 5-year return than TRBCX (19.65% vs 23.44%). ANEFX has a higher expense ratio than TRBCX (0.77% vs 0.68%). Below is the comparison between ANEFX and TRBCX.

ANEFX TRBCX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds T. Rowe Price
Net Assets $18.35B $58.72B
Expense Ratio 0.77% 0.68%
Management Style active active
Dividend Yield 0.01% 0.00%
Minimum Investment $1,000.00 $2,500.00
YTD Return 13.12% 18.01%
1-Year Return 3.89% 1.61%
3-Year Return 21.28% 24.08%
5-Year Return 19.65% 23.44%
10-Year Return 16.94% 19.44%

ANEFX description

The Fund seeks long-term growth of capital. The Fund invests in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. The Fund invests primarily in common stocks that have the potential for growth.

ANEFX performance & returns

YTD Return 13.12%
1-Month Return 1.46%
3-Month Return 3.89%
1-Year Return 3.89%
3-Year Return 21.28%
5-Year Return 19.65%
10-Year Return 16.94%
ANEFX expense ratio is 0.77%.

ANEFX holdings

Top 10 Holdings (31.03% of Total Assets)

Name Symbol % Assets
Capital Group Central Cash Fund N/A 6.53%
Netflix Inc NFLX 4.74%
Microsoft Corp MSFT 3.71%
Amazon.com Inc AMZN 3.28%
Facebook Inc A FB 2.73%
Broadcom Inc AVGO 2.28%
Ceridian HCM Holding Inc CDAY 2.09%
Alibaba Group Holding Ltd Ordinary Shares 09988 1.97%
Tencent Holdings Ltd 00700 1.87%
Mastercard Inc A MA 1.83%

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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 18.01%
1-Month Return 0.52%
3-Month Return 1.61%
1-Year Return 1.61%
3-Year Return 24.08%
5-Year Return 23.44%
10-Year Return 19.44%
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%

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