AMONX vs FMAGX

Both AMONX and FMAGX are mutual funds. AMONX has a lower 5-year return than FMAGX (19.29% vs 20.11%). AMONX has a lower expense ratio than FMAGX (0.65% vs 0.78%). Below is the comparison between AMONX and FMAGX.

AMONX FMAGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family AQR Funds Fidelity Investments
Net Assets $58.40M $28.15B
Expense Ratio 0.65% 0.78%
Management Style active active
Dividend Yield 0.41% 0.00%
Minimum Investment $1,000,000.00 $2,500.00
YTD Return 22.61% 21.08%
1-Year Return 8.13% 4.87%
3-Year Return 21.63% 22.28%
5-Year Return 19.29% 20.11%
10-Year Return 16.19% 17.03%

AMONX 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.

AMONX performance & returns

YTD Return 22.61%
1-Month Return 5.25%
3-Month Return 8.13%
1-Year Return 8.13%
3-Year Return 21.63%
5-Year Return 19.29%
10-Year Return 16.19%
AMONX expense ratio is 0.65%.

AMONX 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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FMAGX description

The Fund seeks capital appreciation. Fidelity Management & Research may buy "growth" stocks or "value" stocks or a combination of both. They rely on fundamental analysis of each issuer and its potential for success in light of its current financial condition, its industry position, and economic and market conditions.

FMAGX performance & returns

YTD Return 21.08%
1-Month Return 2.59%
3-Month Return 4.87%
1-Year Return 4.87%
3-Year Return 22.28%
5-Year Return 20.11%
10-Year Return 17.03%
FMAGX expense ratio is 0.78%.

FMAGX holdings

Top 10 Holdings (34.02% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.24%
Microsoft Corp MSFT 6.49%
Amazon.com Inc AMZN 5.67%
Facebook Inc A FB 2.97%
Procter & Gamble Co PG 2.02%
Visa Inc Class A V 1.98%
NVIDIA Corp NVDA 1.94%
Alphabet Inc A GOOGL 1.94%
Alphabet Inc Class C GOOG 1.92%
Mastercard Inc A MA 1.85%

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