Both FCNTX and HACAX are mutual funds. FCNTX has a lower 5-year return than HACAX (10.16% vs 10.6%). FCNTX has a higher expense ratio than HACAX (0.82% vs 0.65%). Below is the comparison between FCNTX and HACAX.
FCNTX | HACAX | |
---|---|---|
Security Type | Mutual fund | Mutual fund |
Finny Score | 33 | 20 |
Category | Large Growth | Large Growth |
Family | Fidelity Investments | Harbor |
Net Assets | $119.14B | $15.61B |
Expense Ratio | 0.82% | 0.65% |
Management Style | active | active |
30-Day Yield | 0.00% | 0.00% |
Minimum Investment | $0 | $50,000 |
YTD Return | 25.27% | 31.96% |
1-Year Return | 25.34% | 22.64% |
3-Year Return | 7.73% | 3.52% |
5-Year Return | 10.16% | 10.60% |
10-Year Return | 12.65% | 13.48% |
FCNTX
FCNTX description
The Fund seeks capital appreciation. The Fund seeks to achieve its investment objective by investing in securities of companies whose value it believes is not fully recognized by the public. The Fund normally invests primarily in common stocks and may invest in both domestic and foreign issuers.
FCNTX performance & returns
YTD Return | 25.27% |
1-Month Return | -0.93% |
3-Month Return | 1.91% |
1-Year Return | 25.34% |
3-Year Return | 7.73% |
5-Year Return | 10.16% |
10-Year Return | 12.65% |
FCNTX holdings
Top 10 Holdings (50.74% of Total Assets)
FCNTX pros
The following are FCNTX strengths from our perspective:
- FCNTX net assets are $119.14 billion. This fund is a popular choice with retail and institutional investors.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
FCNTX cons
The following are FCNTX weaknesses from our perspective:
- FCNTX 3-year return is 7.73%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 22.56%.
- FCNTX 5-year return is 10.16%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 21.98%.
- FCNTX 10-year return is 12.65%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 15.99%.
- FCNTX expense ratio is 0.82%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant FCNTX comparisons
You may also want to check out the following FCNTX comparisons that investors often look for on Finny
- FCNTX vs VOO
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- FCNTX vs FXAIX
- FCNTX vs FCNKX
- FCNTX vs FDGRX
- FCNTX vs QQQ
- FCNTX vs SPY
- FCNTX vs VFIAX
- FCNTX vs AGTHX
- FCNTX vs AMCPX
- FCNTX vs FBGRX
- FCNTX vs FMAGX
- FCNTX vs ANEFX
- FCNTX vs FOCPX
- FCNTX vs HACAX
- FCNTX vs PRGFX
- FCNTX vs FKGRX
HACAX
HACAX description
The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.
HACAX performance & returns
YTD Return | 31.96% |
1-Month Return | -2.20% |
3-Month Return | -1.64% |
1-Year Return | 22.64% |
3-Year Return | 3.52% |
5-Year Return | 10.60% |
10-Year Return | 13.48% |
HACAX holdings
Top 10 Holdings (48.80% of Total Assets)
HACAX pros
The following are HACAX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
HACAX cons
The following are HACAX weaknesses from our perspective:
- HACAX 3-year return is 4.02%, which is lower than the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 22.56%.
- HACAX 5-year return is 11.55%, which is lower than the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 21.98%.
- HACAX 10-year return is 14.18%, which is lower than the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 15.99%.
- HACAX expense ratio is 0.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant HACAX comparisons
You may also want to check out the following HACAX comparisons that investors often look for on Finny
- HACAX vs AGTHX
- HACAX vs FCNTX
- HACAX vs AMCPX
- HACAX vs FBGRX
- HACAX vs FDGRX
- HACAX vs FMAGX
- HACAX vs ANEFX
- HACAX vs FOCPX
- HACAX vs PRGFX
- HACAX vs FKGRX