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AGTHX vs ZVGIX
AGTHX vs ZVGIX Comparison
Open Charts AGTHX vs ZVGIX
American Funds Growth Fund of Amer A
Price$89.19
Change+$0.49 (+0.55%)
VolumeN/A
Net Assets341.24B
Zevenbergen Genea Institutional
Price$62.92
Change+$0.77 (+1.24%)
VolumeN/A
Net Assets79.07M
AGTHX vs ZVGIX Comparison Chart in %
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AGTHX vs. ZVGIX commentary
Oct 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AGTHX is a Buy and ZVGIX is a Buy.
FUNDAMENTALS
Fundamentals
AGTHX has more cash in the bank: 341B vs. ZVGIX (79.1M). AGTHX pays higher dividends than ZVGIX: AGTHX (0.33) vs ZVGIX (0.00). AGTHX was incepted earlier than ZVGIX: AGTHX (52 years) vs ZVGIX (10 years). ZVGIX (1.32) is less costly to investors than AGTHX (0.61). AGTHX is a more actively managed with annual turnover of: 25.00 vs. ZVGIX (18.83). AGTHX has a lower initial minimum investment than ZVGIX: AGTHX (250) vs ZVGIX (50000). ZVGIX annual gain was more profitable for investors over the last year : 41.35 vs. AGTHX (14.94). AGTHX return over 5 years is better than : 45.19 vs. ZVGIX (35.26).
| AGTHX | ZVGIX | AGTHX / ZVGIX | |
| Total Expense Ratio | 0.61 | 1.00 | 61% |
| Annual Report Gross Expense Ratio | 0.61 | 1.32 | 46% |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | 19.782 | 23.118 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341B | 79.1M | 431,100% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 14.94 | 41.35 | 36% |
| Returns for 3 years | 76.26 | 145.17 | 53% |
| Returns for 5 years | 45.19 | 35.26 | 128% |
| Returns for 10 years | 106.16 | 510.51 | 21% |