AMOMX vs FBGRX

Both AMOMX and FBGRX are mutual funds. AMOMX has a lower 5-year return than FBGRX (19.6% vs 28.8%). AMOMX has a lower expense ratio than FBGRX (0.4% vs 0.79%). Below is the comparison between AMOMX and FBGRX.

AMOMX FBGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family AQR Funds Fidelity Investments
Net Assets $794.70M $48.14B
Expense Ratio 0.40% 0.79%
Management Style active active
Dividend Yield 0.64% 0.00%
Minimum Investment $5,000,000.00 $2,500.00
YTD Return 22.86% 20.19%
1-Year Return 8.17% 4.15%
3-Year Return 21.93% 33.59%
5-Year Return 19.60% 28.80%
10-Year Return 16.47% 21.78%

AMOMX description

The Fund seeks long-term capital appreciation. The Fund will invest primarily in equity or equity-related securities of large and mid-sized companies traded on a principal U.S. exchange or over-the-counter that the Adviser determines to have positive momentum.

AMOMX performance & returns

YTD Return 22.86%
1-Month Return 5.25%
3-Month Return 8.17%
1-Year Return 8.17%
3-Year Return 21.93%
5-Year Return 19.60%
10-Year Return 16.47%
AMOMX expense ratio is 0.4%.

AMOMX holdings

Top 10 Holdings (37.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.10%
Amazon.com Inc AMZN 6.39%
Microsoft Corp MSFT 6.16%
Alphabet Inc A GOOGL 3.97%
Facebook Inc A FB 3.20%
Ubs Money Ser N/A 2.85%
E-mini S&P 500 Future Dec 20 ESZ0 2.38%
Tesla Inc TSLA 2.11%
NVIDIA Corp NVDA 1.65%
Johnson & Johnson JNJ 1.38%

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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 20.19%
1-Month Return 1.28%
3-Month Return 4.15%
1-Year Return 4.15%
3-Year Return 33.59%
5-Year Return 28.80%
10-Year Return 21.78%
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%

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