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ASMMX vs AGTHX

Both AGTHX and ASMMX are mutual funds. AGTHX has a lower 5-year return than ASMMX (20.31% vs 23.45%). AGTHX has a lower expense ratio than ASMMX (0.64% vs 0.99%). Below is the comparison between AGTHX and ASMMX.

AGTHX ASMMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds Invesco
Net Assets $133.98B $418.20M
Expense Ratio 0.64% 0.99%
Management Style active active
Dividend Yield 0.23% 0.00%
Minimum Investment $1,000.00 $1,000.00
YTD Return 8.41% 10.79%
1-Year Return 4.70% 6.08%
3-Year Return 19.05% 23.64%
5-Year Return 20.31% 23.45%
10-Year Return 16.16% 17.17%

AGTHX description

The Fund seeks to provide growth of capital. The Fund invests primarily in common stocks in companies that appear to offer superior opportunities for growth of capital. The Fund seeks to invest in attractively valued companies that, it the Adviser's opinion, represent good, long-term investment opportunities.

AGTHX performance & returns

YTD Return 8.41%
1-Month Return 3.59%
3-Month Return 4.70%
1-Year Return 4.70%
3-Year Return 19.05%
5-Year Return 20.31%
10-Year Return 16.16%
AGTHX expense ratio is 0.64%.

AGTHX holdings

Top 10 Holdings (39.81% of Total Assets)

Name Symbol % Assets
Facebook Inc A FB 5.69%
Netflix Inc NFLX 5.59%
Amazon.com Inc AMZN 5.52%
Capital Group Central Cash Fund N/A 5.23%
Tesla Inc TSLA 5.08%
Microsoft Corp MSFT 5.00%
UnitedHealth Group Inc UNH 2.07%
Alphabet Inc Class C GOOG 1.97%
Mastercard Inc A MA 1.89%
Broadcom Inc AVGO 1.77%

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ASMMX description

The Fund seeks growth of capital by primarily investing in the common stock of companies that have the potential for growth in earnings, including small-sized growth companies, and in common stocks that are undervalued.

ASMMX performance & returns

YTD Return 10.79%
1-Month Return 7.29%
3-Month Return 6.08%
1-Year Return 6.08%
3-Year Return 23.64%
5-Year Return 23.45%
10-Year Return 17.17%
ASMMX expense ratio is 0.99%.

ASMMX holdings

Top 10 Holdings (40.97% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 10.96%
Facebook Inc A FB 4.83%
Alphabet Inc Class C GOOG 4.59%
Microsoft Corp MSFT 4.03%
Mastercard Inc A MA 3.76%
Alibaba Group Holding Ltd ADR BABA 3.05%
Apple Inc AAPL 2.69%
Lowe's Companies Inc LOW 2.61%
Salesforce.com Inc CRM 2.28%
PayPal Holdings Inc PYPL 2.17%

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