HACAX vs FOCPX

Both FOCPX and HACAX are mutual funds. FOCPX has a higher expense ratio than HACAX (0.8% vs 0.65%). Below is the comparison between FOCPX and HACAX.

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FOCPX HACAX
Security Type Mutual fund Mutual fund
Finny Score 40 N/A
Category Large Growth Large Growth
Family Fidelity Investments Harbor
Net Assets $16.63B $15.61B
Expense Ratio 0.80% 0.65%
Management Style active active
30-Day Yield 0.00% 0.00%
Minimum Investment $2,500 $50,000
YTD Return 24.63% N/A
1-Year Return 16.44% N/A
3-Year Return 13.79% N/A
5-Year Return 13.60% N/A
10-Year Return 17.10% N/A

FOCPX

FOCPX description

The Fund seeks capital appreciation. Fidelity Management & Research normally invests at least 65% of the assets in securities principally traded on the OTC market, which has more small and medium-sized companies. The Fund invests more than 25% of assets in the technology sector.

FOCPX performance & returns
YTD Return 24.63%
1-Month Return 10.12%
3-Month Return 16.80%
1-Year Return 16.44%
3-Year Return 13.79%
5-Year Return 13.60%
10-Year Return 17.10%
FOCPX expense ratio is 0.8%.

FOCPX holdings

Top 10 Holdings (52.20% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 13.48%
Microsoft Corp MSFT 12.36%
Amazon.com Inc AMZN 5.90%
Alphabet Inc Class A GOOGL 5.90%
Meta Platforms Inc Class A META 3.52%
Alphabet Inc Class C GOOG 2.93%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM 2.34%
Marvell Technology Inc MRVL 2.03%
NVIDIA Corp NVDA 1.94%
Comcast Corp Class A CMCSA 1.80%

FOCPX pros

The following are FOCPX strengths from our perspective:

  • FOCPX 10-year return is 16.63%, which is higher than the 10-year return of the benchmark index (NASDAQ Composite TR USD), 15.99%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FOCPX cons

The following are FOCPX weaknesses from our perspective:

  • FOCPX 3-year return is 13.62%, which is lower than the 3-year return of the benchmark index (NASDAQ Composite TR USD), 22.56%.
  • FOCPX 5-year return is 13.25%, which is lower than the 5-year return of the benchmark index (NASDAQ Composite TR USD), 21.98%.
  • FOCPX expense ratio is 0.8%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FOCPX comparisons

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

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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.