HACAX vs AMCPX

Both AMCPX and HACAX are mutual funds. AMCPX and HACAX have the same expense ratio (0.65%). Below is the comparison between AMCPX and HACAX.

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AMCPX HACAX
Security Type Mutual fund Mutual fund
Finny Score 0 N/A
Category Large Growth Large Growth
Family American Funds Harbor
Net Assets $41.92B $15.61B
Expense Ratio 0.65% 0.65%
Management Style active active
30-Day Yield -0.15% 0.00%
Minimum Investment $250 $50,000
YTD Return 13.46% N/A
1-Year Return 7.79% N/A
3-Year Return 7.59% N/A
5-Year Return 6.86% N/A
10-Year Return 10.29% N/A

AMCPX

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 13.46%
1-Month Return 4.85%
3-Month Return 7.26%
1-Year Return 7.79%
3-Year Return 7.59%
5-Year Return 6.86%
10-Year Return 10.29%
AMCPX expense ratio is 0.65%.

AMCPX holdings

Top 10 Holdings (27.01% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.60%
Broadcom Inc AVGO 2.81%
Netflix Inc NFLX 2.81%
Mastercard Inc Class A MA 2.70%
UnitedHealth Group Inc UNH 2.67%
Amazon.com Inc AMZN 2.34%
Abbott Laboratories ABT 2.29%
TransDigm Group Inc TDG 2.12%
ASML Holding NV ASML 2.00%
Thermo Fisher Scientific Inc TMO 1.67%

AMCPX pros

None that we could think of.

AMCPX cons

The following are AMCPX weaknesses from our perspective:

  • AMCPX 3-year return is 8.11%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 22.56%.
  • AMCPX 5-year return is 6.86%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 21.98%.
  • AMCPX 10-year return is 10.08%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 15.99%.
  • AMCPX expense ratio is 0.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.2458706702%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Other relevant AMCPX comparisons

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HACAX

HACAX description

The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.

HACAX performance & returns
YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
HACAX expense ratio is 0.65%.

HACAX holdings

Top 10 Holdings (43.92% of Total Assets)

Name Symbol % Assets
AMZN AMZN 7.27%
TSLA TSLA 5.64%
AAPL AAPL 5.59%
MSFT MSFT 4.42%
FB FB 4.00%
SHOP SHOP 3.97%
00700 00700 3.53%
MA MA 3.29%
NVDA NVDA 3.14%
CRM CRM 3.07%

HACAX pros

The following are HACAX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

HACAX cons

The following are HACAX weaknesses from our perspective:

  • HACAX expense ratio is 0.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant HACAX comparisons

You may also want to check out the following HACAX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.