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ASMMX vs HACAX

Both ASMMX and HACAX are mutual funds. ASMMX has a lower 5-year return than HACAX (23.45% vs 24.61%). ASMMX has a higher expense ratio than HACAX (0.99% vs 0.66%). Below is the comparison between ASMMX and HACAX.

ASMMX HACAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Invesco Harbor
Net Assets $418.20M $27.24B
Expense Ratio 0.99% 0.66%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $50,000.00
YTD Return 10.79% 3.45%
1-Year Return 6.08% 3.90%
3-Year Return 23.64% 22.63%
5-Year Return 23.45% 24.61%
10-Year Return 17.17% 18.48%

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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HACAX description

The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.

HACAX performance & returns

YTD Return 3.45%
1-Month Return 5.81%
3-Month Return 3.90%
1-Year Return 3.90%
3-Year Return 22.63%
5-Year Return 24.61%
10-Year Return 18.48%
HACAX expense ratio is 0.66%.

HACAX holdings

Top 10 Holdings (47.82% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 8.09%
Tesla Inc TSLA 6.97%
Apple Inc AAPL 6.52%
Microsoft Corp MSFT 5.12%
NVIDIA Corp NVDA 4.25%
Facebook Inc A FB 4.22%
Netflix Inc NFLX 3.22%
Adobe Inc ADBE 3.22%
Visa Inc Class A V 3.14%
Salesforce.com Inc CRM 3.07%

Other relevant HACAX comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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