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ASPCX vs AMCPX

Both AMCPX and ASPCX are mutual funds. AMCPX has a lower 5-year return than ASPCX (16.58% vs 20.39%). AMCPX has a lower expense ratio than ASPCX (0.67% vs 1.9%). Below is the comparison between AMCPX and ASPCX.

AMCPX ASPCX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds Alger
Net Assets $41.03B $631.90M
Expense Ratio 0.67% 1.90%
Management Style active active
Dividend Yield 0.17% 0.00%
Minimum Investment $1,000.00 $1,000.00
YTD Return 10.92% 3.70%
1-Year Return 5.73% 3.46%
3-Year Return 14.95% 19.25%
5-Year Return 16.58% 20.39%
10-Year Return 14.63% 16.07%

AMCPX description

The Fund seeks to provide long-term growth of capital. The Fund invests primarily in common stocks of issuers located in the U.S. with a record of above-average long-term growth.

AMCPX performance & returns

YTD Return 10.92%
1-Month Return 2.84%
3-Month Return 5.73%
1-Year Return 5.73%
3-Year Return 14.95%
5-Year Return 16.58%
10-Year Return 14.63%
AMCPX expense ratio is 0.67%.

AMCPX holdings

Top 10 Holdings (27.88% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 4.26%
Microsoft Corp MSFT 4.14%
Facebook Inc A FB 3.24%
Abbott Laboratories ABT 3.11%
Amazon.com Inc AMZN 2.74%
UnitedHealth Group Inc UNH 2.68%
Broadcom Inc AVGO 2.29%
Thermo Fisher Scientific Inc TMO 2.04%
Mastercard Inc A MA 1.69%
Amgen Inc AMGN 1.69%

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ASPCX description

The Fund seeks long-term capital appreciation. The Fund invests primarily in the equity securities of companies of any size that it believes demonstrate promising growth potential. The Fund's management believes companies undergoing Positive Dynamic Change offer the best investment opportunities.

ASPCX performance & returns

YTD Return 3.70%
1-Month Return 6.18%
3-Month Return 3.46%
1-Year Return 3.46%
3-Year Return 19.25%
5-Year Return 20.39%
10-Year Return 16.07%
ASPCX expense ratio is 1.9%.

ASPCX holdings

Top 10 Holdings (50.72% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 8.52%
Amazon.com Inc AMZN 7.78%
Apple Inc AAPL 7.74%
Facebook Inc A FB 4.44%
Visa Inc Class A V 4.42%
Alphabet Inc Class C GOOG 4.15%
Alibaba Group Holding Ltd ADR BABA 4.10%
Salesforce.com Inc CRM 3.45%
Adobe Inc ADBE 3.09%
T-Mobile US Inc TMUS 3.03%

Other relevant ASPCX comparisons

You may also want to check out the following ASPCX 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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