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CPOAX vs FBGRX

Both CPOAX and FBGRX are mutual funds. CPOAX has a higher 5-year return than FBGRX (37.55% vs 28.11%). CPOAX has a higher expense ratio than FBGRX (1.09% vs 0.79%). Below is the comparison between CPOAX and FBGRX.

CPOAX FBGRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Morgan Stanley Fidelity Investments
Net Assets $3.55B $47.72B
Expense Ratio 1.09% 0.79%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 $2,500.00
YTD Return 5.25% 11.99%
1-Year Return -0.99% 1.89%
3-Year Return 38.57% 28.35%
5-Year Return 37.55% 28.11%
10-Year Return 22.97% 19.95%

CPOAX description

The Fund seeks long-term capital appreciation. Under normal circumstances, the Funds assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000 Growth Index.

CPOAX performance & returns

YTD Return 5.25%
1-Month Return 1.24%
3-Month Return -0.99%
1-Year Return -0.99%
3-Year Return 38.57%
5-Year Return 37.55%
10-Year Return 22.97%
CPOAX expense ratio is 1.09%.

CPOAX holdings

Top 10 Holdings (52.01% of Total Assets)

Name Symbol % Assets
Zoom Video Communications Inc ZM 7.25%
Morgan Stanley InstlLqdty TrsSecs Instl MSUXX 6.88%
Square Inc A SQ 6.02%
Shopify Inc A SHOP.TO 5.60%
Intuitive Surgical Inc ISRG 4.89%
Veeva Systems Inc Class A VEEV 4.88%
Amazon.com Inc AMZN 4.33%
Spotify Technology SA SPOT 4.15%
Carvana Co Class A CVNA 4.02%
10x Genomics Inc Ordinary Shares - Class A TXG 3.99%

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FBGRX description

The Fund seeks long-term growth of capital by investing at least 65% of total assets in domestic or foreign blue chip firms (those with a market capitalization of at least $200 million, if the firm's stock is included in the S&P 500 or the Dow Jones Industrial average, or $1 billion if not included in either Index).

FBGRX performance & returns

YTD Return 11.99%
1-Month Return 2.23%
3-Month Return 1.89%
1-Year Return 1.89%
3-Year Return 28.35%
5-Year Return 28.11%
10-Year Return 19.95%
FBGRX expense ratio is 0.79%.

FBGRX holdings

Top 10 Holdings (47.12% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 9.34%
Amazon.com Inc AMZN 8.75%
Microsoft Corp MSFT 6.40%
Alphabet Inc A GOOGL 4.46%
Facebook Inc A FB 4.09%
NVIDIA Corp NVDA 3.93%
Tesla Inc TSLA 3.22%
Marvell Technology Group Ltd MRVL 2.63%
Salesforce.com Inc CRM 2.55%
Visa Inc Class A V 1.75%

Other relevant FBGRX comparisons

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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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