Finny logo
Dibs:
Dibs:
0

CHTCX vs ANCFX

Both ANCFX and CHTCX are mutual funds. ANCFX has a higher 5-year return than CHTCX (15.8% vs 11.78%). ANCFX has a lower expense ratio than CHTCX (0.61% vs 1.82%). Below is the comparison between ANCFX and CHTCX.

ANCFX CHTCX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family American Funds Invesco
Net Assets $67.33B $26.80M
Expense Ratio 0.61% 1.82%
Management Style active active
Dividend Yield 1.32% 0.00%
Minimum Investment $1,000.00 $1,000.00
YTD Return 13.77% 14.59%
1-Year Return 7.37% 7.86%
3-Year Return 14.41% 13.22%
5-Year Return 15.80% 11.78%
10-Year Return 13.67% 9.55%

ANCFX description

The Fund seeks to provide income over time by investing primarily in common stocks of large, established companies that offer growth potential at reasonable prices. The Fund may also invest significantly in non-US securities.

ANCFX performance & returns

YTD Return 13.77%
1-Month Return 2.92%
3-Month Return 7.37%
1-Year Return 7.37%
3-Year Return 14.41%
5-Year Return 15.80%
10-Year Return 13.67%
ANCFX expense ratio is 0.61%.

ANCFX holdings

Top 10 Holdings (28.95% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.96%
Capital Group Central Cash Fund N/A 4.36%
Broadcom Inc AVGO 3.84%
Amazon.com Inc AMZN 3.67%
Facebook Inc A FB 2.91%
UnitedHealth Group Inc UNH 2.20%
Comcast Corp Class A CMCSA 1.99%
Philip Morris International Inc PM 1.86%
Netflix Inc NFLX 1.76%
Altria Group Inc MO 1.40%

Other relevant ANCFX comparisons

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

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

CHTCX description

The Fund seeks to provide growth of capital, with current income as a secondary objective, by investing in dividend-paying common stocks having prospects for both growth of capital and dividend income.

CHTCX performance & returns

YTD Return 14.59%
1-Month Return 1.93%
3-Month Return 7.86%
1-Year Return 7.86%
3-Year Return 13.22%
5-Year Return 11.78%
10-Year Return 9.55%
CHTCX expense ratio is 1.82%.

CHTCX holdings

Top 10 Holdings (41.47% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 8.94%
Amazon.com Inc AMZN 7.08%
UnitedHealth Group Inc UNH 4.21%
Procter & Gamble Co PG 3.78%
Facebook Inc A FB 3.53%
Qualcomm Inc QCOM 3.17%
Lockheed Martin Corp LMT 2.93%
Prologis Inc PLD 2.78%
Berkshire Hathaway Inc Class B BRK.B 2.54%
JPMorgan Chase & Co JPM 2.51%

Other relevant CHTCX comparisons

You may also want to check out the following CHTCX 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