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CHUCX vs VHGEX

Both CHUCX and VHGEX are mutual funds. CHUCX has a lower 5-year return than VHGEX (14.99% vs 16.27%). CHUCX has a higher expense ratio than VHGEX (2.25% vs 0.45%). Below is the comparison between CHUCX and VHGEX.

CHUCX VHGEX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Alger Vanguard
Net Assets $2.00M $9.24B
Expense Ratio 2.25% 0.45%
Management Style active active
Dividend Yield 0.00% 0.59%
Minimum Investment $1,000.00 $3,000.00
YTD Return 14.69% 13.44%
1-Year Return 6.49% 1.78%
3-Year Return 16.53% 16.38%
5-Year Return 14.99% 16.27%
10-Year Return 9.88% 13.23%

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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VHGEX description

The Fund seeks to provide long-term capital appreciation. The Fund invests primarily in U.S. and foreign stocks chosen mainly on the basis of bottom-up stock analysis.

VHGEX performance & returns

YTD Return 13.44%
1-Month Return 0.73%
3-Month Return 1.78%
1-Year Return 1.78%
3-Year Return 16.38%
5-Year Return 16.27%
10-Year Return 13.23%
VHGEX expense ratio is 0.45%.

VHGEX holdings

Top 10 Holdings (18.55% of Total Assets)

Name Symbol % Assets
Vanguard Market Liquidity Inv N/A 3.95%
Amazon.com Inc AMZN 2.87%
Alphabet Inc Class C GOOG 2.06%
Naspers Ltd Class N NPN.JO 1.83%
Facebook Inc A FB 1.62%
Moody's Corporation MCO 1.42%
Microsoft Corp MSFT 1.24%
Anthem Inc ANTM 1.24%
Mastercard Inc A MA 1.16%
Alibaba Group Holding Ltd ADR BABA 1.16%

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