Finny logo
Dibs:
Dibs:
0

ASMMX vs VIGAX

Both ASMMX and VIGAX are mutual funds. ASMMX has a higher 5-year return than VIGAX (23.45% vs 22.01%). ASMMX has a higher expense ratio than VIGAX (0.99% vs 0.05%). Below is the comparison between ASMMX and VIGAX.

ASMMX VIGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Invesco Vanguard
Net Assets $418.20M $58.00B
Expense Ratio 0.99% 0.05%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.61%
Minimum Investment $1,000.00 $10,000.00
YTD Return 10.79% 9.01%
1-Year Return 6.08% 7.65%
3-Year Return 23.64% 22.94%
5-Year Return 23.45% 22.01%
10-Year Return 17.17% 17.53%

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%

Other relevant ASMMX comparisons

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

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

VIGAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

VIGAX performance & returns

YTD Return 9.01%
1-Month Return 4.23%
3-Month Return 7.65%
1-Year Return 7.65%
3-Year Return 22.94%
5-Year Return 22.01%
10-Year Return 17.53%
VIGAX expense ratio is 0.05%.

VIGAX holdings

Top 10 Holdings (45.34% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.83%
Microsoft Corp MSFT 9.67%
Amazon.com Inc AMZN 8.14%
Facebook Inc A FB 3.82%
Alphabet Inc A GOOGL 2.67%
Alphabet Inc Class C GOOG 2.53%
Visa Inc Class A V 1.98%
Tesla Inc TSLA 1.94%
NVIDIA Corp NVDA 1.93%
Mastercard Inc A MA 1.83%

Other relevant VIGAX comparisons

You may also want to check out the following VIGAX 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.
Follow Us