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SPEDX vs AGAZX

Both AGAZX and SPEDX are mutual funds. AGAZX has a lower 5-year return than SPEDX (5.45% vs 15.66%). AGAZX has a higher expense ratio than SPEDX (1.48% vs 0.92%). Below is the comparison between AGAZX and SPEDX.

AGAZX SPEDX
Security Type ETF ETF
Segment Alternative: Long-Short Equity Alternative: Long-Short Equity
Family 361 Funds Alger
Net Assets $179.70M $87.50M
Expense Ratio 1.48% 0.92%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $2,500.00 $1,000.00
YTD Return 13.68% 4.72%
1-Year Return 11.08% -2.23%
3-Year Return 3.81% 17.52%
5-Year Return 5.45% 15.66%
10-Year Return N/A 9.29%

AGAZX description

The Fund seeks to achieve long-term capital appreciation and preserve capital in down markets. The Fund invests at least 80% of the value of its net assets in equity securities such as common stocks, warrants and rights. The Fund may invest in equity securities of U.S. and foreign issuers in all market capitalization.

AGAZX performance & returns

YTD Return 13.68%
1-Month Return 6.13%
3-Month Return 11.08%
1-Year Return 11.08%
3-Year Return 3.81%
5-Year Return 5.45%
10-Year Return N/A
AGAZX expense ratio is 1.48%.

AGAZX holdings

Top 10 Holdings (38.74% of Total Assets)

Name Symbol % Assets
Umb Money Mkt Fd N/A 17.97%
Apple Inc AAPL 3.59%
Microsoft Corp MSFT 3.39%
Facebook Inc A FB 2.11%
Tokyo Electron Ltd 8035 2.05%
Coloplast A/S B COLO B 2.04%
Hikma Pharmaceuticals PLC HIK.L 2.03%
Daito Trust Construction Co Ltd 1878 2.03%
Logitech International SA LOGN 1.81%
Kobe Bussan Co Ltd 3038 1.72%

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SPEDX description

The Fund seeks long-term capital appreciation with emphasis on risk-adjusted returns and lower volatility. The Fund invests primarily in US and foreign equity securities (i.e., taking long positions). The Fund also identifies securities that it believes will underperform and will sell these securities short.

SPEDX performance & returns

YTD Return 4.72%
1-Month Return -1.83%
3-Month Return -2.23%
1-Year Return -2.23%
3-Year Return 17.52%
5-Year Return 15.66%
10-Year Return 9.29%
SPEDX expense ratio is 0.92%.

SPEDX holdings

Top 10 Holdings (25.56% of Total Assets)

Name Symbol % Assets
Chegg Inc CHGG 4.14%
Nevro Corp NVRO 3.40%
Wayfair Inc Class A W 3.29%
FirstService Corp FSV.TO 2.54%
Paylocity Holding Corp PCTY 2.38%
Progyny Inc PGNY 2.27%
TransDigm Group Inc TDG 2.06%
Apple Inc AAPL 1.94%
Insulet Corp PODD 1.82%
Waste Connections Inc WCN.TO 1.72%

Other relevant SPEDX comparisons

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