HACAX vs FDGRX

Both FDGRX and HACAX are mutual funds. FDGRX has a higher expense ratio than HACAX (0.79% vs 0.65%). Below is the comparison between FDGRX and HACAX.

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FDGRX HACAX
Security Type Mutual fund Mutual fund
Finny Score 40 N/A
Category Large Growth Large Growth
Family Fidelity Investments Harbor
Net Assets $36.65B $15.61B
Expense Ratio 0.79% 0.65%
Management Style active active
30-Day Yield 0.00% 0.00%
Minimum Investment N/A $50,000
YTD Return 26.97% N/A
1-Year Return 17.84% N/A
3-Year Return 15.16% N/A
5-Year Return 15.58% N/A
10-Year Return 17.09% N/A

FDGRX

FDGRX description

The Fund seeks capital appreciation. Fidelity normally invests the Fund's assets primarily in common stocks. Fidelity invests the Fund's assets in companies Fidelity believes have above-average growth potential. Growth may be measured by factors such as earnings or revenue.

FDGRX performance & returns
YTD Return 26.97%
1-Month Return 10.18%
3-Month Return 16.84%
1-Year Return 17.84%
3-Year Return 15.16%
5-Year Return 15.58%
10-Year Return 17.09%
FDGRX expense ratio is 0.79%.

FDGRX holdings

Top 10 Holdings (50.44% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 12.45%
NVIDIA Corp NVDA 10.93%
Microsoft Corp MSFT 6.74%
Amazon.com Inc AMZN 5.31%
Alphabet Inc Class A GOOGL 4.14%
Lululemon Athletica Inc LULU 3.94%
Alphabet Inc Class C GOOG 2.29%
Salesforce Inc CRM 1.72%
Tesla Inc TSLA 1.67%
Insulet Corp PODD 1.25%

FDGRX pros

The following are FDGRX strengths from our perspective:

  • FDGRX 10-year return is 16.51%, which is higher than the 10-year return of the benchmark index (Russell 3000 Growth TR USD), 15.99%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FDGRX cons

The following are FDGRX weaknesses from our perspective:

  • FDGRX 3-year return is 14.49%, which is lower than the 3-year return of the benchmark index (Russell 3000 Growth TR USD), 22.56%.
  • FDGRX 5-year return is 15.01%, which is lower than the 5-year return of the benchmark index (Russell 3000 Growth TR USD), 21.98%.
  • FDGRX expense ratio is 0.79%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FDGRX 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 N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
HACAX expense ratio is 0.65%.

HACAX holdings

Top 10 Holdings (43.92% of Total Assets)

Name Symbol % Assets
AMZN AMZN 7.27%
TSLA TSLA 5.64%
AAPL AAPL 5.59%
MSFT MSFT 4.42%
FB FB 4.00%
SHOP SHOP 3.97%
00700 00700 3.53%
MA MA 3.29%
NVDA NVDA 3.14%
CRM CRM 3.07%

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 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.