Finny logo
Finny logo

FZROX vs FZIPX

Both FZIPX and FZROX are mutual funds. Below is the comparison between FZIPX and FZROX.

FZIPX FZROX
Security Type ETF ETF
Segment N/A N/A
Family Fidelity Investments Fidelity Investments
Net Assets $1.06B $8.88B
Expense Ratio 0.00% 0.00%
Management Style passive passive
Dividend Yield 1.09% 1.19%
Minimum Investment N/A N/A
YTD Return 15.62% 10.30%
1-Year Return 9.99% 7.83%
3-Year Return N/A N/A
5-Year Return N/A N/A
10-Year Return N/A N/A

FZIPX description

The Fund seeks to provide investment results that correspond to the total return of stocks of mid to small capitalization US companies. It invests in stocks included in the Fidelity US Extended Investable Market Index, float-adjusted market cap-weighted designed to reflect the performance of US mid and small cap stocks.

FZIPX performance & returns

YTD Return 15.62%
1-Month Return 2.38%
3-Month Return 9.99%
1-Year Return 9.99%
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
FZIPX expense ratio is N/A.

FZIPX holdings

Top 10 Holdings (6.04% of Total Assets)

Name Symbol % Assets
Zoom Video Communications Inc ZM 1.96%
Match Group Inc MTCH 0.66%
Moderna Inc MRNA 0.49%
CrowdStrike Holdings Inc Class A CRWD 0.48%
Wayfair Inc Class A W 0.46%
Pinterest Inc PINS 0.44%
Teladoc Health Inc TDOC 0.41%
Immunomedics Inc N/A 0.40%
Horizon Therapeutics PLC HZNP 0.38%
Dell Technologies Inc Class C DELL 0.36%

Other relevant FZIPX comparisons

You may also want to check out the following FZIPX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

FZROX description

The Fund seeks to provide investment results that correspond to the total return of a broad range of US stocks. It invests its assets in common stocks included in the Fidelity US Total Investable Market Index,a float-adjusted market capitalization-weighted index designed to reflect the performance of the US equity market.

FZROX performance & returns

YTD Return 10.30%
1-Month Return 5.98%
3-Month Return 7.83%
1-Year Return 7.83%
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
FZROX expense ratio is N/A.

FZROX holdings

Top 10 Holdings (23.26% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.56%
Microsoft Corp MSFT 4.75%
Amazon.com Inc AMZN 4.00%
Facebook Inc A FB 1.88%
Alphabet Inc A GOOGL 1.31%
Alphabet Inc Class C GOOG 1.29%
Berkshire Hathaway Inc Class B BRK.B 1.26%
Johnson & Johnson JNJ 1.17%
Procter & Gamble Co PG 1.03%
Visa Inc Class A V 1.01%

Other relevant FZROX comparisons

You may also want to check out the following FZROX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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.
Follow Us