CHAMX vs FMCSX

Both CHAMX and FMCSX are mutual funds. CHAMX has a lower 5-year return than FMCSX (9.72% vs 15.04%). Below is the comparison between CHAMX and FMCSX.

CHAMX FMCSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Chase Fidelity Investments
Net Assets N/A $6.35B
Expense Ratio N/A 0.77%
Management Style active active
Dividend Yield N/A 0.88%
Minimum Investment $3,000.00 $2,500.00
YTD Return 0.32% 26.74%
1-Year Return 3.95% 6.92%
3-Year Return 11.09% 17.74%
5-Year Return 9.72% 15.04%
10-Year Return 13.22% 14.40%

CHAMX description

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CHAMX performance & returns

YTD Return 0.32%
1-Month Return 0.32%
3-Month Return 3.95%
1-Year Return 3.95%
3-Year Return 11.09%
5-Year Return 9.72%
10-Year Return 13.22%
CHAMX expense ratio is N/A.

CHAMX holdings

Top 10 Holdings (35.70% of Total Assets)

Name Symbol % Assets
Global Payments Inc GPN 4.79%
EPAM Systems Inc EPAM 4.66%
Keysight Technologies Inc KEYS 3.60%
Kirkland Lake Gold Ltd KL.TO 3.49%
Euronet Worldwide Inc EEFT 3.48%
Carlisle Companies Inc CSL 3.48%
Jabil Inc JBL 3.38%
Booz Allen Hamilton Holding Corp Class A BAH 3.06%
NMI Holdings Inc A NMIH 2.94%
MasTec Inc MTZ 2.82%

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FMCSX description

The Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets in common stocks of companies with medium market capitalizations (which, for purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400.

FMCSX performance & returns

YTD Return 26.74%
1-Month Return 1.67%
3-Month Return 6.92%
1-Year Return 6.92%
3-Year Return 17.74%
5-Year Return 15.04%
10-Year Return 14.40%
FMCSX expense ratio is 0.77%.

FMCSX holdings

Top 10 Holdings (16.18% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 3.16%
NVR Inc NVR 1.86%
Generac Holdings Inc GNRC 1.82%
Molina Healthcare Inc MOH 1.79%
WNS (Holdings) Ltd ADR WNS 1.66%
Hologic Inc HOLX 1.31%
Hess Corp HES 1.25%
Donaldson Co Inc DCI 1.12%
AMETEK Inc AME 1.11%
D.R. Horton Inc DHI 1.10%

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