ANOIX vs VSGAX

Both ANOIX and VSGAX are mutual funds. ANOIX has a higher 5-year return than VSGAX (23.7% vs 18.89%). ANOIX has a higher expense ratio than VSGAX (1.22% vs 0.07%). Below is the comparison between ANOIX and VSGAX.

ANOIX VSGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family American Century Investments Vanguard
Net Assets $685.60M $16.77B
Expense Ratio 1.22% 0.07%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.41%
Minimum Investment $3,000.00 $10,000.00
YTD Return 10.26% 9.86%
1-Year Return 5.74% 3.52%
3-Year Return 26.09% 20.79%
5-Year Return 23.70% 18.89%
10-Year Return 17.58% 15.68%

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 10.26%
1-Month Return 1.04%
3-Month Return 5.74%
1-Year Return 5.74%
3-Year Return 26.09%
5-Year Return 23.70%
10-Year Return 17.58%
ANOIX expense ratio is 1.22%.

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%

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VSGAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of CRSP US Small Cap Growth Index by investing all of its assets in the stocks that make up the Index.

VSGAX performance & returns

YTD Return 9.86%
1-Month Return 1.03%
3-Month Return 3.52%
1-Year Return 3.52%
3-Year Return 20.79%
5-Year Return 18.89%
10-Year Return 15.68%
VSGAX expense ratio is 0.07%.

VSGAX holdings

Top 10 Holdings (7.80% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.97%
Horizon Therapeutics PLC HZNP 0.93%
Insulet Corp PODD 0.85%
Etsy Inc ETSY 0.79%
Catalent Inc CTLT 0.76%
Zebra Technologies Corp ZBRA 0.74%
Teradyne Inc TER 0.72%
Pool Corp POOL 0.70%
HubSpot Inc HUBS 0.69%
Monolithic Power Systems Inc MPWR 0.65%

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