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ALCCX vs FBGRX

Both ALCCX and FBGRX are mutual funds. ALCCX has a lower 5-year return than FBGRX (21.11% vs 28.09%). ALCCX has a higher expense ratio than FBGRX (1.91% vs 0.79%). Below is the comparison between ALCCX and FBGRX.

ALCCX FBGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Alger Fidelity Investments
Net Assets $210.10M $44.80B
Expense Ratio 1.91% 0.79%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $2,500.00
YTD Return 7.42% 9.82%
1-Year Return 5.43% 4.75%
3-Year Return 20.55% 28.09%
5-Year Return 21.11% 28.09%
10-Year Return 16.36% 20.38%

ALCCX description

The Fund seeks long-term capital appreciation by investing in a diversified, actively managed portfolio of equity securities of companies of any size.

ALCCX performance & returns

YTD Return 7.42%
1-Month Return 4.89%
3-Month Return 5.43%
1-Year Return 5.43%
3-Year Return 20.55%
5-Year Return 21.11%
10-Year Return 16.36%
ALCCX expense ratio is 1.91%.

ALCCX holdings

Top 10 Holdings (53.09% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 9.97%
Microsoft Corp MSFT 8.15%
Apple Inc AAPL 6.90%
Visa Inc Class A V 4.90%
Facebook Inc A FB 4.38%
Alibaba Group Holding Ltd ADR BABA 4.37%
Salesforce.com Inc CRM 4.02%
Danaher Corp DHR 3.71%
Adobe Inc ADBE 3.36%
T-Mobile US Inc TMUS 3.33%

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FBGRX description

The Fund seeks long-term growth of capital by investing at least 65% of total assets in domestic or foreign blue chip firms (those with a market capitalization of at least $200 million, if the firm's stock is included in the S&P 500 or the Dow Jones Industrial average, or $1 billion if not included in either Index).

FBGRX performance & returns

YTD Return 9.82%
1-Month Return 5.95%
3-Month Return 4.75%
1-Year Return 4.75%
3-Year Return 28.09%
5-Year Return 28.09%
10-Year Return 20.38%
FBGRX expense ratio is 0.79%.

FBGRX holdings

Top 10 Holdings (47.12% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 9.34%
Amazon.com Inc AMZN 8.75%
Microsoft Corp MSFT 6.40%
Alphabet Inc A GOOGL 4.46%
Facebook Inc A FB 4.09%
NVIDIA Corp NVDA 3.93%
Tesla Inc TSLA 3.22%
Marvell Technology Group Ltd MRVL 2.63%
Salesforce.com Inc CRM 2.55%
Visa Inc Class A V 1.75%

Other relevant FBGRX comparisons

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You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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