11 important things you should know about American Funds AGTHX mutual fund
Updated: November 29, 2021
Bull case
High net assets
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
15-year return above the benchmark
Bear case
High expense ratio
Sales load and/or distribution fees

Before we start: if you’re looking for AGTHX “stock” price, you can quickly find it out by visiting Finny and typing "AGTHX quote". If you’re looking for a quick scoop on AGTHX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AGTHX". You’ll get all this info in one place.

Are you looking to buy or sell AGTHX? Or perhaps you’re looking for AGTHX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AGTHX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AGTHX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AGTHX buy or sell; the pros and cons of investing in AGTHX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AGTHX.

And here is the list of questions we’ll answer:

  1. Describe Growth Fund of America; Class A Shares (AGTHX).
  2. What are AGTHX holdings?
  3. What is AGTHX performance? What are AGTHX historical returns?
  4. What is AGTHX dividend yield?
  5. What is AGTHX minimum initial investment amount?
  6. Does AGTHX have any sales loads or 12b-1 distribution expenses?
  7. What is AGTHX Finny Score? AGTHX buy or sell?
  8. What are the pros of investing in AGTHX? What are AGTHX buy reasons?
  9. What are the cons of investing in AGTHX? What are AGTHX sell reasons?
  10. Compare and contrast: AGTHX vs VIGAX.
  11. Compare and contrast: AGTHX vs VTSAX.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Growth Fund of America; Class A Shares (AGTHX).

The Fund seeks to provide growth of capital. The Fund invests primarily in common stocks in companies that appear to offer superior opportunities for growth of capital. The Fund seeks to invest in attractively valued companies that, it the Adviser's opinion, represent good, long-term investment opportunities.

2. What are AGTHX top holdings?

AGTHX has 245 stock holdings and 0 bond holdings.

The top 10 holdings represent 39.81% of total assets. Here are the top holdings:

Name Symbol % Assets
Facebook Inc A FB 5.69%
Netflix Inc NFLX 5.59%
Amazon.com Inc AMZN 5.52%
Capital Group Central Cash Fund N/A 5.23%
Tesla Inc TSLA 5.08%
Microsoft Corp MSFT 5.00%
UnitedHealth Group Inc UNH 2.07%
Alphabet Inc Class C GOOG 1.97%
Mastercard Inc A MA 1.89%
Broadcom Inc AVGO 1.77%

3. What is AGTHX performance? What are AGTHX historical returns?

AGTHX has generated the following returns:

  • 1-month return is -0.63%;
  • 3-month return is 4.28%;
  • 1-year return is 4.28%;
  • 3-year return is 25.99%;
  • 5-year return is 20.88%;
  • 10-year return is 18.60%;
  • 15-year return is 11.38%.

4. What is AGTHX dividend yield?

AGTHX yield is 0.21%.

5. What is AGTHX minimum initial investment amount?

AGTHX minimum initial investment amount is $1.00K.

6. Does AGTHX have any sales loads or 12b-1 distribution expenses?

AGTHX 12b-1 distribution fee is 0.24. AGTHX front-end sales load is 5.75. AGTHX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

8. What are the pros of investing in AGTHX? What are AGTHX buy reasons?

The following are AGTHX strengths from our perspective:

  • AGTHX net assets are $150.15 billion. This fund is a popular choice with retail and institutional investors.
  • AGTHX 3-year return is 25.99%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 21.93%.
  • AGTHX 5-year return is 20.88%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 17.9%.
  • AGTHX 10-year return is 18.6%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 17.09%.
  • AGTHX 15-year return is 11.38%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 10.48%.

9. What are the cons of investing in AGTHX? What are AGTHX negatives?

The following are AGTHX weaknesses from our perspective:

  • AGTHX expense ratio is 0.61%, 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 0.24%, 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.

Alternatives

10. Compare and contrast: AGTHX vs VIGAX.

Both AGTHX and VIGAX are mutual funds.

AGTHX has a lower 5-year return than VIGAX (20.88% vs 24.26%).

AGTHX has a higher expense ratio than VIGAX (0.61% vs 0.05%).

AGTHX VIGAX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Net Assets $150.15B $67.10B
Expense Ratio 0.61% 0.05%
Management Style active passive (index-based)
Underlying Index N/A N/A
Dividend Yield 0.21% 0.48%

VIGAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

For further information, check out AGTHX vs VIGAX comparison details.

11. Compare and contrast: AGTHX vs VTSAX.

Both AGTHX and VTSAX are mutual funds.

AGTHX has a higher 5-year return than VTSAX (20.88% vs 17.59%).

AGTHX has a higher expense ratio than VTSAX (0.61% vs 0.04%).

AGTHX VTSAX
Segment U.S. Equity: Large Growth U.S. Equity: Large Blend
Net Assets $150.15B $335.43B
Expense Ratio 0.61% 0.04%
Management Style active passive (index-based)
Underlying Index N/A N/A
Dividend Yield 0.21% 1.19%

VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out AGTHX vs VTSAX comparison details.

In the AGTHX review, we covered AGTHX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.