HACAX vs FXAIX

Both FXAIX and HACAX are mutual funds. FXAIX has a lower expense ratio than HACAX (0.02% vs 0.65%). Below is the comparison between FXAIX and HACAX.

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FXAIX HACAX
Security Type Mutual fund Mutual fund
Finny Score N/A N/A
Category Large Blend Large Growth
Family Fidelity Investments Harbor
Net Assets $374.87B $15.61B
Expense Ratio 0.02% 0.65%
Management Style passive active
30-Day Yield 1.50% 0.00%
Minimum Investment N/A $50,000
YTD Return 11.40% N/A
1-Year Return 48.95% N/A
3-Year Return 18.26% N/A
5-Year Return 17.47% N/A
10-Year Return 14.25% N/A

FXAIX

FXAIX description

The Fund seeks a total return which corresponds to that of the S&P 500 Index. The Fund invests at least 80% of its assets in common stocks included in the Index. The Fund may lend securities to earn income and uses statistical sampling techniques in stock selection.

FXAIX performance & returns
YTD Return 11.40%
1-Month Return 3.69%
3-Month Return 7.94%
1-Year Return 48.95%
3-Year Return 18.26%
5-Year Return 17.47%
10-Year Return 14.25%
FXAIX expense ratio is 0.02%.

FXAIX holdings

Top 10 Holdings (27.32% of Total Assets)

Name Symbol % Assets
AAPL AAPL 6.00%
MSFT MSFT 5.44%
AMZN AMZN 4.08%
FB FB 1.92%
GOOGL GOOGL 1.88%
GOOG GOOG 1.83%
BRK.B BRK.B 1.68%
TSLA TSLA 1.59%
GOOG GOOG 1.46%
BRK.B BRK.B 1.45%

FXAIX pros

The following are FXAIX strengths from our perspective:

  • FXAIX net assets are $374.87 billion. This fund is a popular choice with retail and institutional investors.
  • FXAIX expense ratio is 0.02%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FXAIX cons

None that we could think of.

Other relevant FXAIX 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.