FBGRX vs FDGRX

Both FBGRX and FDGRX are mutual funds. FBGRX has a lower 5-year return than FDGRX (22.05% vs 24.38%). FBGRX has a lower expense ratio than FDGRX (0.79% vs 0.83%). Below is the comparison between FBGRX and FDGRX.

FBGRX FDGRX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Issuer Fidelity Investments Fidelity Investments
Net Assets $33.95B $39.72B
Expense Ratio 0.79% 0.83%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $2,500.00 N/A
YTD Return 42.95% 50.66%
1-Year Return 60.40% 69.84%
3-Year Return 26.50% 27.67%
5-Year Return 22.05% 24.38%
10-Year Return 19.16% 20.55%

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 42.95%
1-Month Return 6.65%
3-Month Return 14.44%
1-Year Return 60.40%
3-Year Return 26.50%
5-Year Return 22.05%
10-Year Return 19.16%
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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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 50.66%
1-Month Return 7.70%
3-Month Return 15.01%
1-Year Return 69.84%
3-Year Return 27.67%
5-Year Return 24.38%
10-Year Return 20.55%
FDGRX expense ratio is 0.83%.

FDGRX holdings

Top 10 Holdings (44.81% of Total Assets)

Name Symbol % Assets
NVIDIA Corp NVDA 7.85%
Amazon.com Inc AMZN 6.74%
Apple Inc AAPL 6.10%
Microsoft Corp MSFT 4.81%
Shopify Inc A SHOP.TO 4.51%
Lululemon Athletica Inc LULU 4.14%
Alphabet Inc A GOOGL 3.65%
Salesforce.com Inc CRM 2.95%
Alphabet Inc Class C GOOG 2.12%
Facebook Inc A FB 1.94%

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