AKREX vs FDGRX

Both AKREX and FDGRX are mutual funds. AKREX has a lower 5-year return than FDGRX (23.4% vs 30.55%). AKREX has a higher expense ratio than FDGRX (1.3% vs 0.83%). Below is the comparison between AKREX and FDGRX.

AKREX FDGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Akre Fidelity Investments
Net Assets $5.98B $48.79B
Expense Ratio 1.30% 0.83%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 N/A
YTD Return 25.76% 21.02%
1-Year Return 6.07% 3.41%
3-Year Return 25.38% 35.19%
5-Year Return 23.40% 30.55%
10-Year Return 19.31% 22.66%

AKREX description

The Fund seeks long-term capital appreciation. Under normal conditions, the Fund invests primarily in securities listed on U.S. stock exchanges. Investments will consist primarily of common stocks of companies of any capitalization range, but may also include preferred stocks, warrants, options and other equities.

AKREX performance & returns

YTD Return 25.76%
1-Month Return 4.44%
3-Month Return 6.07%
1-Year Return 6.07%
3-Year Return 25.38%
5-Year Return 23.40%
10-Year Return 19.31%
AKREX expense ratio is 1.3%.

AKREX holdings

Top 10 Holdings (68.23% of Total Assets)

Name Symbol % Assets
American Tower Corp AMT 10.87%
Mastercard Inc A MA 10.48%
Moody's Corporation MCO 9.93%
Visa Inc Class A V 6.72%
CoStar Group Inc CSGP 5.40%
SBA Communications Corp SBAC 5.19%
CarMax Inc KMX 5.08%
O'Reilly Automotive Inc ORLY 4.98%
Constellation Software Inc CSU.TO 4.90%
Roper Technologies Inc ROP 4.68%

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FDGRX description

The Fund seeks capital appreciation. Fidelity normally invests the Fund's assets primarily in common stocks. Fidelity invests the Fund's assets in companies Fidelity believes have above-average growth potential. Growth may be measured by factors such as earnings or revenue.

FDGRX performance & returns

YTD Return 21.02%
1-Month Return 1.25%
3-Month Return 3.41%
1-Year Return 3.41%
3-Year Return 35.19%
5-Year Return 30.55%
10-Year Return 22.66%
FDGRX expense ratio is 0.83%.

FDGRX holdings

Top 10 Holdings (44.98% of Total Assets)

Name Symbol % Assets
NVIDIA Corp NVDA 8.59%
Apple Inc AAPL 7.17%
Amazon.com Inc AMZN 7.02%
Microsoft Corp MSFT 4.41%
Lululemon Athletica Inc LULU 3.67%
Shopify Inc A SHOP.TO 3.66%
Salesforce.com Inc CRM 3.27%
Alphabet Inc A GOOGL 3.02%
Tesla Inc TSLA 2.15%
Wayfair Inc Class A W 2.02%

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