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BFTHX vs FDGRX

Both BFTHX and FDGRX are mutual funds. BFTHX has a lower 5-year return than FDGRX (26.02% vs 29.61%). BFTHX has a higher expense ratio than FDGRX (1% vs 0.83%). Below is the comparison between BFTHX and FDGRX.

BFTHX FDGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Baron Capital Group, Inc. Fidelity Investments
Net Assets $190.40M $49.70B
Expense Ratio 1.00% 0.83%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 N/A
YTD Return 14.30% 16.12%
1-Year Return 8.10% 6.50%
3-Year Return 26.20% 31.71%
5-Year Return 26.02% 29.61%
10-Year Return 18.74% 21.38%

BFTHX description

The Fund seeks capital appreciation through investments primarily in securities of large-sized growth companies. The Fund invests primarily in equity securities in the form of common stocks of large-sized growth companies with market capitalizations of more than $5 billion at the time of purchase.

BFTHX performance & returns

YTD Return 14.30%
1-Month Return 2.17%
3-Month Return 8.10%
1-Year Return 8.10%
3-Year Return 26.20%
5-Year Return 26.02%
10-Year Return 18.74%
BFTHX expense ratio is 1%.

BFTHX holdings

Top 10 Holdings (42.16% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 9.70%
Veeva Systems Inc Class A VEEV 4.91%
Alibaba Group Holding Ltd ADR BABA 4.75%
Mastercard Inc A MA 4.01%
Intuitive Surgical Inc ISRG 3.52%
Facebook Inc A FB 3.28%
Twilio Inc A TWLO 3.27%
Visa Inc Class A V 2.97%
ServiceNow Inc NOW 2.88%
EPAM Systems Inc EPAM 2.87%

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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 16.12%
1-Month Return 0.37%
3-Month Return 6.50%
1-Year Return 6.50%
3-Year Return 31.71%
5-Year Return 29.61%
10-Year Return 21.38%
FDGRX expense ratio is 0.83%.

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%

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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.
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