FBGRX vs FOCPX

Both FBGRX and FOCPX are mutual funds. FBGRX has a higher 5-year return than FOCPX (22.05% vs 21.81%). FBGRX has a lower expense ratio than FOCPX (0.79% vs 0.87%). Below is the comparison between FBGRX and FOCPX.

FBGRX FOCPX
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Issuer Fidelity Investments Fidelity Investments
Net Assets $33.95B $17.61B
Expense Ratio 0.79% 0.87%
Management Style active active
Dividend Yield 0.00% 0.05%
Minimum Investment $2,500.00 $2,500.00
YTD Return 42.95% 31.60%
1-Year Return 60.40% 47.00%
3-Year Return 26.50% 22.60%
5-Year Return 22.05% 21.81%
10-Year Return 19.16% 19.49%

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 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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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 31.60%
1-Month Return 5.13%
3-Month Return 10.67%
1-Year Return 47.00%
3-Year Return 22.60%
5-Year Return 21.81%
10-Year Return 19.49%
FOCPX expense ratio is 0.87%.

FOCPX holdings

Top 10 Holdings (51.33% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 11.01%
Microsoft Corp MSFT 10.41%
Amazon.com Inc AMZN 10.11%
Alphabet Inc A GOOGL 5.34%
Facebook Inc A FB 5.14%
Alphabet Inc Class C GOOG 2.25%
Tesla Inc TSLA 2.10%
NVIDIA Corp NVDA 1.73%
Reliance Industries Ltd RELIANCE.B 1.73%
Starbucks Corp SBUX 1.51%

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