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CISGX vs VWUAX

Both CISGX and VWUAX are mutual funds. CISGX has a higher 5-year return than VWUAX (26.78% vs 24.68%). Below is the comparison between CISGX and VWUAX.

CISGX VWUAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Touchstone Vanguard
Net Assets $2.46B $36.47B
Expense Ratio N/A 0.28%
Management Style active active
Dividend Yield N/A 0.13%
Minimum Investment $500,000.00 $50,000.00
YTD Return 2.80% 5.60%
1-Year Return 0.77% 4.12%
3-Year Return 25.52% 25.77%
5-Year Return 26.78% 24.68%
10-Year Return 18.67% 19.02%

CISGX description

The Fund seeks long-term capital appreciation. Invests primarily in securities of companies experiencing or expected to experience above-average growth in revenues, earnings, and capital appreciation.

CISGX performance & returns

YTD Return 2.80%
1-Month Return 6.24%
3-Month Return 0.77%
1-Year Return 0.77%
3-Year Return 25.52%
5-Year Return 26.78%
10-Year Return 18.67%
CISGX expense ratio is N/A.

CISGX holdings

Top 10 Holdings (56.85% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 7.92%
Sea Ltd ADR SE.SI 7.74%
Netflix Inc NFLX 7.52%
ServiceNow Inc NOW 6.08%
Square Inc A SQ 5.90%
Visa Inc Class A V 5.53%
Match Group Inc MTCH 4.83%
Adobe Inc ADBE 4.47%
Microsoft Corp MSFT 3.47%
Zoetis Inc Class A ZTS 3.39%

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VWUAX description

The Fund seeks long-term capital appreciation by investing in equity securities of corporations based in the United States. The fund invests mainly in large-capitalization stocks of seasoned U.S. companies with above-average earnings growth and reasonable stock prices.

VWUAX performance & returns

YTD Return 5.60%
1-Month Return 6.67%
3-Month Return 4.12%
1-Year Return 4.12%
3-Year Return 25.77%
5-Year Return 24.68%
10-Year Return 19.02%
VWUAX expense ratio is 0.28%.

VWUAX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 7.62%
Microsoft Corp MSFT 5.92%
Apple Inc AAPL 5.45%
Tesla Inc TSLA 4.29%
Vanguard Market Liquidity Inv N/A 3.40%
Mastercard Inc A MA 2.84%
Shopify Inc A SHOP.TO 2.71%
Facebook Inc A FB 2.39%
Alphabet Inc Class C GOOG 2.25%
Netflix Inc NFLX 2.24%

Other relevant VWUAX comparisons

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