ALMCX vs FMCSX

Both ALMCX and FMCSX are mutual funds. ALMCX has a higher 5-year return than FMCSX (20.17% vs 14.63%). ALMCX has a higher expense ratio than FMCSX (1.95% vs 0.77%). Below is the comparison between ALMCX and FMCSX.

ALMCX FMCSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Alger Fidelity Investments
Net Assets $85.40M $6.44B
Expense Ratio 1.95% 0.77%
Management Style active active
Dividend Yield 0.00% 1.15%
Minimum Investment $1,000.00 $2,500.00
YTD Return -10.43% 0.81%
1-Year Return -17.68% 4.48%
3-Year Return 23.67% 20.22%
5-Year Return 20.17% 14.63%
10-Year Return 14.60% 14.00%

ALMCX description

The Fund seeks long-term capital appreciation by investing primarily in companies with market capitalizations between $500 million and $10 billion.

ALMCX performance & returns

YTD Return -10.43%
1-Month Return -7.70%
3-Month Return -17.68%
1-Year Return -17.68%
3-Year Return 23.67%
5-Year Return 20.17%
10-Year Return 14.60%
ALMCX expense ratio is 1.95%.

ALMCX holdings

Top 10 Holdings (45.30% of Total Assets)

Name Symbol % Assets
FirstService Corp FSV.TO 5.98%
Chegg Inc CHGG 5.41%
Nevro Corp NVRO 5.32%
Paylocity Holding Corp PCTY 5.17%
Progyny Inc PGNY 4.42%
Casella Waste Systems Inc Class A CWST 4.12%
Insulet Corp PODD 4.11%
Everbridge Inc EVBG 3.92%
Ollie's Bargain Outlet Holdings Inc OLLI 3.79%
ACADIA Pharmaceuticals Inc ACAD 3.06%

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FMCSX description

The Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets in common stocks of companies with medium market capitalizations (which, for purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400.

FMCSX performance & returns

YTD Return 0.81%
1-Month Return 4.70%
3-Month Return 4.48%
1-Year Return 4.48%
3-Year Return 20.22%
5-Year Return 14.63%
10-Year Return 14.00%
FMCSX expense ratio is 0.77%.

FMCSX holdings

Top 10 Holdings (16.18% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 3.16%
NVR Inc NVR 1.86%
Generac Holdings Inc GNRC 1.82%
Molina Healthcare Inc MOH 1.79%
WNS (Holdings) Ltd ADR WNS 1.66%
Hologic Inc HOLX 1.31%
Hess Corp HES 1.25%
Donaldson Co Inc DCI 1.12%
AMETEK Inc AME 1.11%
D.R. Horton Inc DHI 1.10%

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