Both FDGRX and HACAX are mutual funds. FDGRX has a higher 5-year return than HACAX (14.22% vs 10.6%). FDGRX has a higher expense ratio than HACAX (0.79% vs 0.65%). Below is the comparison between FDGRX and HACAX.
| FDGRX | HACAX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Finny Score | 40 | 20 |
| 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 | 28.43% | 31.96% |
| 1-Year Return | 23.33% | 22.64% |
| 3-Year Return | 7.60% | 3.52% |
| 5-Year Return | 14.22% | 10.60% |
| 10-Year Return | 16.01% | 13.48% |
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 | 28.43% |
| 1-Month Return | -3.86% |
| 3-Month Return | -3.21% |
| 1-Year Return | 23.33% |
| 3-Year Return | 7.60% |
| 5-Year Return | 14.22% |
| 10-Year Return | 16.01% |
FDGRX holdings
Top 10 Holdings (53.14% of Total Assets)
FDGRX pros
The following are FDGRX strengths from our perspective:
- FDGRX 10-year return is 16.72%, 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 8.2%, which is lower than the 3-year return of the benchmark index (Russell 3000 Growth TR USD), 22.56%.
- FDGRX 5-year return is 14.99%, 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
You may also want to check out the following FDGRX comparisons that investors often look for on Finny
- FDGRX vs QQQ
- FDGRX vs FXAIX
- FDGRX vs FBGRX
- FDGRX vs SPY
- FDGRX vs VOO
- FDGRX vs VFIAX
- FDGRX vs AGTHX
- FDGRX vs FCNTX
- FDGRX vs AMCPX
- FDGRX vs FMAGX
- FDGRX vs ANEFX
- FDGRX vs FOCPX
- FDGRX vs HACAX
- FDGRX vs PRGFX
- FDGRX 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