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CHUCX vs PRGSX

Both CHUCX and PRGSX are mutual funds. CHUCX has a lower 5-year return than PRGSX (14.99% vs 24.24%). CHUCX has a higher expense ratio than PRGSX (2.25% vs 0.79%). Below is the comparison between CHUCX and PRGSX.

CHUCX PRGSX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Alger T. Rowe Price
Net Assets $2.00M $5.14B
Expense Ratio 2.25% 0.79%
Management Style active active
Dividend Yield 0.00% 0.01%
Minimum Investment $1,000.00 $2,500.00
YTD Return 14.69% 12.60%
1-Year Return 6.49% 3.42%
3-Year Return 16.53% 25.88%
5-Year Return 14.99% 24.24%
10-Year Return 9.88% 18.02%

CHUCX description

The Fund seeks capital appreciation by investing primarily in equity securities, or securities convertible into equity securities, that trade on the U.S. and Chinese securities markets and are economically tied to China or the United States.

CHUCX performance & returns

YTD Return 14.69%
1-Month Return 3.11%
3-Month Return 6.49%
1-Year Return 6.49%
3-Year Return 16.53%
5-Year Return 14.99%
10-Year Return 9.88%
CHUCX expense ratio is 2.25%.

CHUCX holdings

Top 10 Holdings (36.97% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 5.62%
Microsoft Corp MSFT 5.13%
Adobe Inc ADBE 4.16%
NVIDIA Corp NVDA 4.02%
Applied Materials Inc AMAT 3.14%
Tencent Holdings Ltd 00700 3.13%
Eurofins Scientific SE ERF.PA 3.13%
Adyen NV ADYEN 2.93%
Lululemon Athletica Inc LULU 2.90%
Sika AG Registered Shares SIKA 2.81%

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PRGSX description

The Fund seeks long-term growth of capital through investments primarily in common stocks of established companies throughout the world, including the United States. The Fund will diversify broadly by investing in a variety of industries in developed, newly industrialized, and emerging markets.

PRGSX performance & returns

YTD Return 12.60%
1-Month Return 2.60%
3-Month Return 3.42%
1-Year Return 3.42%
3-Year Return 25.88%
5-Year Return 24.24%
10-Year Return 18.02%
PRGSX expense ratio is 0.79%.

PRGSX holdings

Top 10 Holdings (28.35% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 4.15%
Apple Inc AAPL 3.18%
London Stock Exchange Group PLC LSE.L 3.03%
Mastercard Inc A MA 3.02%
Facebook Inc A FB 3.02%
Qualcomm Inc QCOM 2.74%
Morgan Stanley MS 2.56%
Maxim Integrated Products Inc MXIM 2.27%
FedEx Corp FDX 2.24%
Infineon Technologies AG IFX.DE 2.14%

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