AMOM vs RJCA

AMOM vs RJCA

Which is better, AMOM or RJCA?

AMOM has been ahead.

RJCA has a lower expense ratio. AMOM led over 1Y. AMOM is less concentrated, with 36.9% of the fund in its ten largest positions against 57.0%.

Lower Fees: RJCAHigher Returns (1Y): AMOMLess Concentrated: AMOM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAMOMRJCA
Expense Ratio0.75%0.61%Best
AUM$23M$538M
Dividend Yield0.00%0.00%
Holdings10272
Top 10 Weight36.9%Best57.0%
Fund FamilyQRAFT AI ETFsCarillon Family of Funds
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 20, 2019Mar 21, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 26 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AMOM has data through Oct 16, 2026 and RJCA through Nov 11, 2026.

Compare AMOM against instead:AMOM vs SPYAMOM vs QQQAMOM vs VOOAMOM vs VTIRJCA against:RJCA vs VXUS

Fees and Cost Over Time

AMOM charges 0.75% per year while RJCA charges 0.61%. On a $10,000 position that is $75 vs $61 annually, a gap of $14 per year that compounds over a long holding period. On income, AMOM currently yields 0.00% against 0.00% for RJCA.

Holdings Overlap

AMOM already in RJCA58.9%
RJCA already in AMOM41.2%

58.9% of AMOM's money is in holdings RJCA also owns. 41.2% of RJCA's money is in holdings AMOM also owns.

The two portfolios partly overlap.

22 positions in common, counted across the 50 positions we hold weights for in AMOM and 71 in RJCA, against full books of 102 and 72.

What only one of them owns

Our book lists 48 positions for RJCA that do not appear in our book for AMOM (57.8% of the fund), and 28 for AMOM that do not appear in RJCA (40.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AMOMWeight in RJCADifference
NVDANvidia Corp8.55%15.22%6.67%
AVGOBroadcom Inc3.89%5.18%1.29%
MUMicron Technology, Inc.3.23%3.87%0.64%
AMDAdvanced Micro Devices Inc3.12%3.06%0.06%
PLTRPalantir Technologies Inc.3.12%1.60%1.52%
ANETArista Networks Inc Common Stock2.70%1.69%1.01%
CSCOCisco Systems Inc. - Ordinary Shares3.29%0.63%2.66%
SNDKVSandisk Corp.2.64%1.26%1.38%
CRWDCrowdstrike Holdings Inc2.82%0.92%1.90%
GEGeneral Electric Co.2.76%0.92%1.84%

58.9% of AMOM is already inside RJCA.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AMOMRJCA

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Frequently Asked Questions

Which is cheaper, AMOM or RJCA?

AMOM has an expense ratio of 0.75% while RJCA charges 0.61%. RJCA is the cheaper option, by $14 a year on a $10,000 investment.

What is the holdings overlap between AMOM and RJCA?

58.9% of AMOM's money is in holdings RJCA also owns. 41.2% of RJCA's is in holdings AMOM also owns. They hold 22 positions in common, counted across the 50 positions we hold weights for in AMOM and 71 in RJCA.

Which pays a higher dividend, AMOM or RJCA?

AMOM yields 0.00% while RJCA yields 0.00%, so RJCA currently pays the higher dividend yield.

Is RJCA better than AMOM?

RJCA has a lower expense ratio. AMOM led over 1Y. AMOM is less concentrated, with 36.9% of the fund in its ten largest positions against 57.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.