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BOPAX vs FDGRX

Both BOPAX and FDGRX are mutual funds. BOPAX has a lower 5-year return than FDGRX (14.64% vs 29.92%). BOPAX has a higher expense ratio than FDGRX (1.11% vs 0.83%). Below is the comparison between BOPAX and FDGRX.

BOPAX FDGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Sterling Capital Funds Fidelity Investments
Net Assets $354.90M $46.48B
Expense Ratio 1.11% 0.83%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 N/A
YTD Return 16.80% 11.32%
1-Year Return 8.30% 7.46%
3-Year Return 15.24% 29.08%
5-Year Return 14.64% 29.92%
10-Year Return 13.35% 21.36%

BOPAX description

The Fund seeks long-term capital appreciation. To pursue its investment objective, the Fund will invest, under normal circumstances, at least 80% of its net assets in equity securities. The Fund invests primarily in domestically traded U.S. common stock and U.S. traded equity stocks of foreign companies, including ADRs.

BOPAX performance & returns

YTD Return 16.80%
1-Month Return 2.26%
3-Month Return 8.30%
1-Year Return 8.30%
3-Year Return 15.24%
5-Year Return 14.64%
10-Year Return 13.35%
BOPAX expense ratio is 1.11%.

BOPAX holdings

Top 10 Holdings (48.30% of Total Assets)

Name Symbol % Assets
Alphabet Inc Class C GOOG 5.88%
Danaher Corp DHR 5.29%
Hologic Inc HOLX 5.14%
Comcast Corp Class A CMCSA 5.04%
Akamai Technologies Inc AKAM 5.00%
UnitedHealth Group Inc UNH 4.74%
NXP Semiconductors NV NXPI 4.74%
HCA Healthcare Inc HCA 4.48%
Bristol-Myers Squibb Company BMY 4.38%
Capital One Financial Corp COF 3.61%

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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 11.32%
1-Month Return 7.14%
3-Month Return 7.46%
1-Year Return 7.46%
3-Year Return 29.08%
5-Year Return 29.92%
10-Year Return 21.36%
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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