ANEFX vs VPMAX

Both ANEFX and VPMAX are mutual funds. ANEFX has a higher 5-year return than VPMAX (19.65% vs 18.77%). ANEFX has a higher expense ratio than VPMAX (0.77% vs 0.31%). Below is the comparison between ANEFX and VPMAX.

ANEFX VPMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds Vanguard
Net Assets $18.35B $68.06B
Expense Ratio 0.77% 0.31%
Management Style active active
Dividend Yield 0.01% 0.98%
Minimum Investment $1,000.00 N/A
YTD Return 13.12% 19.03%
1-Year Return 3.89% 2.06%
3-Year Return 21.28% 17.72%
5-Year Return 19.65% 18.77%
10-Year Return 16.94% 17.28%

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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VPMAX description

The Fund seeks long-term growth of capital by investing in common stocks which are chosen on the basis of greater than average earning, growth potential, and quality of management.

VPMAX performance & returns

YTD Return 19.03%
1-Month Return 2.76%
3-Month Return 2.06%
1-Year Return 2.06%
3-Year Return 17.72%
5-Year Return 18.77%
10-Year Return 17.28%
VPMAX expense ratio is 0.31%.

VPMAX holdings

Top 10 Holdings (37.81% of Total Assets)

Name Symbol % Assets
Eli Lilly and Co LLY 5.81%
Adobe Inc ADBE 5.50%
Microsoft Corp MSFT 5.15%
Amgen Inc AMGN 4.00%
Biogen Inc BIIB 3.98%
Texas Instruments Inc TXN 3.52%
Alibaba Group Holding Ltd ADR BABA 2.80%
Micron Technology Inc MU 2.50%
AstraZeneca PLC ADR AZN.L 2.42%
Alphabet Inc A GOOGL 2.13%

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