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CPOAX vs PRGFX

Both CPOAX and PRGFX are mutual funds. CPOAX has a higher 5-year return than PRGFX (37.55% vs 23.41%). CPOAX has a higher expense ratio than PRGFX (1.09% vs 0.64%). Below is the comparison between CPOAX and PRGFX.

CPOAX PRGFX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Morgan Stanley T. Rowe Price
Net Assets $3.55B $28.24B
Expense Ratio 1.09% 0.64%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 $2,500.00
YTD Return 5.25% 15.99%
1-Year Return -0.99% 6.08%
3-Year Return 38.57% 21.75%
5-Year Return 37.55% 23.41%
10-Year Return 22.97% 17.89%

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%

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PRGFX description

The Fund seeks long-term growth of capital and, secondarily, increasing dividend income by investing primarily in common stocks of well-established growth companies.

PRGFX performance & returns

YTD Return 15.99%
1-Month Return 5.69%
3-Month Return 6.08%
1-Year Return 6.08%
3-Year Return 21.75%
5-Year Return 23.41%
10-Year Return 17.89%
PRGFX expense ratio is 0.64%.

PRGFX holdings

Top 10 Holdings (47.41% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 11.53%
Microsoft Corp MSFT 8.54%
Apple Inc AAPL 5.74%
Facebook Inc A FB 5.28%
Visa Inc Class A V 2.89%
Alibaba Group Holding Ltd ADR BABA 2.87%
Mastercard Inc A MA 2.81%
Alphabet Inc A GOOGL 2.78%
Salesforce.com Inc CRM 2.60%
Alphabet Inc Class C GOOG 2.37%

Other relevant PRGFX comparisons

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