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ASPCX vs VPMAX

Both ASPCX and VPMAX are mutual funds. ASPCX has a higher 5-year return than VPMAX (20.39% vs 20.12%). ASPCX has a higher expense ratio than VPMAX (1.9% vs 0.31%). Below is the comparison between ASPCX and VPMAX.

ASPCX VPMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Alger Vanguard
Net Assets $631.90M $69.33B
Expense Ratio 1.90% 0.31%
Management Style active active
Dividend Yield 0.00% 0.97%
Minimum Investment $1,000.00 N/A
YTD Return 3.70% 17.32%
1-Year Return 3.46% 7.12%
3-Year Return 19.25% 16.59%
5-Year Return 20.39% 20.12%
10-Year Return 16.07% 16.79%

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%

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VPMAX description

The Fund seeks long-term growth of capital by investing in common stocks which are chosen on the basis of greater than average earning, growth potential, and quality of management.

VPMAX performance & returns

YTD Return 17.32%
1-Month Return 4.48%
3-Month Return 7.12%
1-Year Return 7.12%
3-Year Return 16.59%
5-Year Return 20.12%
10-Year Return 16.79%
VPMAX expense ratio is 0.31%.

VPMAX holdings

Top 10 Holdings (37.81% of Total Assets)

Name Symbol % Assets
Eli Lilly and Co LLY 5.81%
Adobe Inc ADBE 5.50%
Microsoft Corp MSFT 5.15%
Amgen Inc AMGN 4.00%
Biogen Inc BIIB 3.98%
Texas Instruments Inc TXN 3.52%
Alibaba Group Holding Ltd ADR BABA 2.80%
Micron Technology Inc MU 2.50%
AstraZeneca PLC ADR AZN.L 2.42%
Alphabet Inc A GOOGL 2.13%

Other relevant VPMAX comparisons

You may also want to check out the following VPMAX 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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