FBGRX vs FNCMX

Both FBGRX and FNCMX are mutual funds. FBGRX has a higher 5-year return than FNCMX (21.49% vs 18.74%). FBGRX has a higher expense ratio than FNCMX (0.79% vs 0.3%). Below is the comparison between FBGRX and FNCMX.

FBGRX FNCMX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Issuer Fidelity Investments Fidelity Investments
Net Assets $33.95B $9.65B
Expense Ratio 0.79% 0.30%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.78%
Minimum Investment $2,500.00 $2,500.00
YTD Return 41.24% 27.31%
1-Year Return 55.16% 38.68%
3-Year Return 26.29% 21.08%
5-Year Return 21.49% 18.74%
10-Year Return 18.70% 17.49%

FBGRX description

The Fund seeks long-term growth of capital by investing at least 65% of total assets in domestic or foreign blue chip firms (those with a market capitalization of at least $200 million, if the firm's stock is included in the S&P 500 or the Dow Jones Industrial average, or $1 billion if not included in either Index).

FBGRX performance & returns

YTD Return 41.24%
1-Month Return 4.23%
3-Month Return 14.30%
1-Year Return 55.16%
3-Year Return 26.29%
5-Year Return 21.49%
10-Year Return 18.70%
FBGRX expense ratio is 0.79%.

FBGRX holdings

Top 10 Holdings (46.88% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 9.32%
Apple Inc AAPL 9.14%
Microsoft Corp MSFT 6.73%
Alphabet Inc A GOOGL 4.63%
Facebook Inc A FB 4.05%
NVIDIA Corp NVDA 3.42%
Tesla Inc TSLA 2.90%
Marvell Technology Group Ltd MRVL 2.57%
Salesforce.com Inc CRM 2.19%
Visa Inc Class A V 1.93%

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FNCMX description

The Fund seeks to provide investment results that closely correspond to the price and yield performance of the Nasdaq Composite Index.

FNCMX performance & returns

YTD Return 27.31%
1-Month Return 4.12%
3-Month Return 9.79%
1-Year Return 38.68%
3-Year Return 21.08%
5-Year Return 18.74%
10-Year Return 17.49%
FNCMX expense ratio is 0.3%.

FNCMX holdings

Top 10 Holdings (44.12% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.71%
Apple Inc AAPL 9.69%
Amazon.com Inc AMZN 8.47%
Facebook Inc A FB 3.77%
Alphabet Inc Class C GOOG 3.39%
Alphabet Inc A GOOGL 3.00%
Intel Corp INTC 1.87%
NVIDIA Corp NVDA 1.51%
Cisco Systems Inc CSCO 1.41%
Adobe Inc ADBE 1.30%

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