AMRGX vs FMAGX

Both AMRGX and FMAGX are mutual funds. AMRGX has a lower 5-year return than FMAGX (13.4% vs 18.09%). AMRGX has a higher expense ratio than FMAGX (4.07% vs 0.78%). Below is the comparison between AMRGX and FMAGX.

AMRGX FMAGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family American Growth Fidelity Investments
Net Assets $8.20M $31.47B
Expense Ratio 4.07% 0.78%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A $2,500.00
YTD Return -2.33% -7.74%
1-Year Return 9.45% -0.33%
3-Year Return 22.07% 23.90%
5-Year Return 13.40% 18.09%
10-Year Return 13.24% 16.37%

AMRGX 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.

AMRGX performance & returns

YTD Return -2.33%
1-Month Return 3.99%
3-Month Return 9.45%
1-Year Return 9.45%
3-Year Return 22.07%
5-Year Return 13.40%
10-Year Return 13.24%
AMRGX expense ratio is 4.07%.

AMRGX 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%

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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 -7.74%
1-Month Return -5.15%
3-Month Return -0.33%
1-Year Return -0.33%
3-Year Return 23.90%
5-Year Return 18.09%
10-Year Return 16.37%
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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