ANOIX vs PRDSX

Both ANOIX and PRDSX are mutual funds. ANOIX has a higher 5-year return than PRDSX (12.39% vs 7.8%). ANOIX has a higher expense ratio than PRDSX (1.17% vs 0.78%). Below is the comparison between ANOIX and PRDSX.

ANOIX PRDSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family American Century Investments T. Rowe Price
Net Assets $525.90M $3.87B
Expense Ratio 1.17% 0.78%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 $2,500.00
YTD Return -27.01% -24.51%
1-Year Return -14.03% -13.15%
3-Year Return 10.09% 5.84%
5-Year Return 12.39% 7.80%
10-Year Return 13.10% 12.01%

ANOIX

ANOIX description

The Fund seeks growth. Under normal market conditions, the Fund will invest at least 80% of its assets in small cap companies. The portfolio managers consider small cap companies to include those with a market capitalization that does not exceed that of the largest company in the Russell 2000 Growth Index.

ANOIX performance & returns

YTD Return -27.01%
1-Month Return -15.72%
3-Month Return -14.03%
1-Year Return -14.03%
3-Year Return 10.09%
5-Year Return 12.39%
10-Year Return 13.10%
ANOIX expense ratio is 1.17%.

ANOIX holdings

Top 10 Holdings (13.50% of Total Assets)

Name Symbol % Assets
Natera Inc NTRA 1.61%
Chegg Inc CHGG 1.55%
Immunomedics Inc N/A 1.47%
R1 RCM Inc RCM 1.35%
Churchill Downs Inc CHDN 1.31%
TopBuild Corp BLD 1.30%
FirstService Corp FSV.TO 1.28%
Repay Holdings Corp Ordinary Shares - Class A RPAY 1.23%
Kinsale Capital Group Inc KNSL 1.22%
Envestnet Inc ENV 1.18%

ANOIX pros

The following are ANOIX strengths from our perspective:

  • ANOIX 3-year return is 10.09%, which is higher than the 3-year return of the benchmark index (Russell 2000 Growth TR USD), 3.52%.
  • ANOIX 5-year return is 12.39%, which is higher than the 5-year return of the benchmark index (Russell 2000 Growth TR USD), 6.08%.
  • ANOIX 10-year return is 13.1%, which is higher than the 10-year return of the benchmark index (Russell 2000 Growth TR USD), 10.32%.
  • ANOIX 15-year return is 8.4%, which is higher than the 15-year return of the benchmark index (Russell 2000 Growth TR USD), 7.13%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ANOIX cons

The following are ANOIX weaknesses from our perspective:

  • ANOIX net assets are $525.90 million. This fund is not a popular choice with retail investors.
  • ANOIX expense ratio is 1.17%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

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PRDSX

PRDSX description

The Fund seeks long-term growth of capital by investing primarily in common stocks of small growth companies. The Fund will normally invest at least 80% of its net assets in small-cap growth companies. The Fund seeks to invest in a broadly diversified portfolio of securities.

PRDSX performance & returns

YTD Return -24.51%
1-Month Return -13.63%
3-Month Return -13.15%
1-Year Return -13.15%
3-Year Return 5.84%
5-Year Return 7.80%
10-Year Return 12.01%
PRDSX expense ratio is 0.78%.

PRDSX holdings

Top 10 Holdings (9.67% of Total Assets)

Name Symbol % Assets
Generac Holdings Inc GNRC 1.27%
Boston Beer Co Inc Class A SAM 1.21%
Entegris Inc ENTG 1.15%
Monolithic Power Systems Inc MPWR 0.93%
Casey's General Stores Inc CASY 0.88%
Cable One Inc CABO 0.88%
Immunomedics Inc N/A 0.86%
Churchill Downs Inc CHDN 0.84%
Helen Of Troy Ltd HELE 0.83%
Fair Isaac Corp FICO 0.82%

PRDSX pros

The following are PRDSX strengths from our perspective:

  • PRDSX 10-year return is 12.01%, which is in line with the 10-year return of the benchmark index (MSCI US Small Cap Growth GR USD), 12.02%.
  • PRDSX 15-year return is 9.31%, which is higher than the 15-year return of the benchmark index (MSCI US Small Cap Growth GR USD), 8.59%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

PRDSX cons

The following are PRDSX weaknesses from our perspective:

  • PRDSX 3-year return is 5.84%, which is lower than the 3-year return of the benchmark index (MSCI US Small Cap Growth GR USD), 8.3%.
  • PRDSX 5-year return is 7.8%, which is lower than the 5-year return of the benchmark index (MSCI US Small Cap Growth GR USD), 9.11%.
  • PRDSX expense ratio is 0.78%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant PRDSX comparisons

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

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