HACAX vs FCNTX

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.

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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 expense ratio is 0.82%.

FCNTX holdings

Top 10 Holdings (50.74% of Total Assets)

Name Symbol % Assets
Meta Platforms Inc Class A META 11.78%
Berkshire Hathaway Inc Class A BRK.A 8.98%
Microsoft Corp MSFT 6.50%
Amazon.com Inc AMZN 5.79%
Apple Inc AAPL 4.81%
NVIDIA Corp NVDA 4.12%
UnitedHealth Group Inc UNH 3.89%
Alphabet Inc Class A GOOGL 2.63%
Alphabet Inc Class C GOOG 2.25%

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

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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 expense ratio is 0.65%.

HACAX holdings

Top 10 Holdings (48.80% of Total Assets)

Name Symbol % Assets
NVIDIA Corp NVDA 8.28%
Microsoft Corp MSFT 7.88%
Apple Inc AAPL 7.28%
Amazon.com Inc AMZN 5.92%
Tesla Inc TSLA 4.96%
Eli Lilly and Co LLY 3.22%
Visa Inc Class A V 3.04%
Advanced Micro Devices Inc AMD 2.99%
Alphabet Inc Class C GOOG 2.62%
Alphabet Inc Class A GOOGL 2.60%

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

Or use Finny's Comparison Tool 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.