AMRAX vs FDGRX

Both AMRAX and FDGRX are mutual funds. AMRAX has a lower 5-year return than FDGRX (7.49% vs 17.23%). AMRAX has a higher expense ratio than FDGRX (4.42% vs 0.79%). Below is the comparison between AMRAX and FDGRX.

AMRAX FDGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Growth Fidelity Investments
Net Assets $9.10M $37.87B
Expense Ratio 4.42% 0.79%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 N/A
YTD Return -21.53% -30.87%
1-Year Return -11.48% -17.94%
3-Year Return 7.31% 18.58%
5-Year Return 7.49% 17.23%
10-Year Return 10.40% 17.65%

AMRAX

AMRAX description

The Fund seeks growth of capital. The Fund uses a growth style of management. The Fund invests in security portfolio made up of common stock and securities convertible into common stock issued by large companies, and to a lesser extent, small and mid-sized companies.

AMRAX performance & returns

YTD Return -21.53%
1-Month Return -10.68%
3-Month Return -11.48%
1-Year Return -11.48%
3-Year Return 7.31%
5-Year Return 7.49%
10-Year Return 10.40%
AMRAX expense ratio is 4.42%.

AMRAX holdings

Top 10 Holdings (40.82% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.56%
CVS Health Corp CVS 4.30%
Visa Inc Class A V 3.97%
Biogen Inc BIIB 3.97%
UnitedHealth Group Inc UNH 3.91%
Facebook Inc Class A FB 3.83%
Home Depot Inc HD 3.59%
Danaher Corp DHR 3.44%
Monster Beverage Corp MNST 3.15%
Google Inc Class C GOOG 3.10%

AMRAX pros

None that we could think of.

AMRAX cons

The following are AMRAX weaknesses from our perspective:

  • AMRAX net assets are $9.10 million. This fund is not a popular choice with retail investors.
  • AMRAX 3-year return is 7.31%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • AMRAX 5-year return is 7.49%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • AMRAX 10-year return is 10.4%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • AMRAX 15-year return is 4.77%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
  • AMRAX expense ratio is 4.42%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.3%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Other relevant AMRAX comparisons

You may also want to check out the following AMRAX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

FDGRX

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 -30.87%
1-Month Return -17.72%
3-Month Return -17.94%
1-Year Return -17.94%
3-Year Return 18.58%
5-Year Return 17.23%
10-Year Return 17.65%
FDGRX expense ratio is 0.79%.

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%

FDGRX pros

The following are FDGRX strengths from our perspective:

  • FDGRX 3-year return is 18.58%, which is higher than the 3-year return of the benchmark index (Russell 3000 Growth TR USD), 14.03%.
  • FDGRX 5-year return is 17.23%, which is higher than the 5-year return of the benchmark index (Russell 3000 Growth TR USD), 14.48%.
  • FDGRX 10-year return is 17.65%, which is higher than the 10-year return of the benchmark index (Russell 3000 Growth TR USD), 15.13%.
  • FDGRX 15-year return is 12.9%, which is higher than the 15-year return of the benchmark index (Russell 3000 Growth TR USD), 10.53%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FDGRX cons

The following are FDGRX weaknesses from our perspective:

  • FDGRX expense ratio is 0.79%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FDGRX comparisons

You may also want to check out the following FDGRX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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.