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CPOAX vs AMCPX

Both AMCPX and CPOAX are mutual funds. AMCPX has a lower 5-year return than CPOAX (16.45% vs 37.55%). AMCPX has a lower expense ratio than CPOAX (0.67% vs 1.09%). Below is the comparison between AMCPX and CPOAX.

AMCPX CPOAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Funds Morgan Stanley
Net Assets $41.85B $3.55B
Expense Ratio 0.67% 1.09%
Management Style active active
Dividend Yield 0.18% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 12.55% 5.25%
1-Year Return 2.06% -0.99%
3-Year Return 15.21% 38.57%
5-Year Return 16.45% 37.55%
10-Year Return 14.36% 22.97%

AMCPX description

The Fund seeks to provide long-term growth of capital. The Fund invests primarily in common stocks of issuers located in the U.S. with a record of above-average long-term growth.

AMCPX performance & returns

YTD Return 12.55%
1-Month Return 1.87%
3-Month Return 2.06%
1-Year Return 2.06%
3-Year Return 15.21%
5-Year Return 16.45%
10-Year Return 14.36%
AMCPX expense ratio is 0.67%.

AMCPX holdings

Top 10 Holdings (27.88% of Total Assets)

Name Symbol % Assets
Netflix Inc NFLX 4.26%
Microsoft Corp MSFT 4.14%
Facebook Inc A FB 3.24%
Abbott Laboratories ABT 3.11%
Amazon.com Inc AMZN 2.74%
UnitedHealth Group Inc UNH 2.68%
Broadcom Inc AVGO 2.29%
Thermo Fisher Scientific Inc TMO 2.04%
Mastercard Inc A MA 1.69%
Amgen Inc AMGN 1.69%

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CPOAX description

The Fund seeks long-term capital appreciation. Under normal circumstances, the Funds assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000 Growth Index.

CPOAX performance & returns

YTD Return 5.25%
1-Month Return 1.24%
3-Month Return -0.99%
1-Year Return -0.99%
3-Year Return 38.57%
5-Year Return 37.55%
10-Year Return 22.97%
CPOAX expense ratio is 1.09%.

CPOAX holdings

Top 10 Holdings (52.01% of Total Assets)

Name Symbol % Assets
Zoom Video Communications Inc ZM 7.25%
Morgan Stanley InstlLqdty TrsSecs Instl MSUXX 6.88%
Square Inc A SQ 6.02%
Shopify Inc A SHOP.TO 5.60%
Intuitive Surgical Inc ISRG 4.89%
Veeva Systems Inc Class A VEEV 4.88%
Amazon.com Inc AMZN 4.33%
Spotify Technology SA SPOT 4.15%
Carvana Co Class A CVNA 4.02%
10x Genomics Inc Ordinary Shares - Class A TXG 3.99%

Other relevant CPOAX comparisons

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