FOCPX vs VFINX

Both FOCPX and VFINX are mutual funds. FOCPX has a higher 5-year return than VFINX (21.81% vs 13.11%). FOCPX has a higher expense ratio than VFINX (0.87% vs 0.14%). Below is the comparison between FOCPX and VFINX.

FOCPX VFINX
Segment U.S. Equity: Large Growth U.S. Equity: Large Blend
Issuer Fidelity Investments Vanguard
Net Assets $17.61B $4.3B
Expense Ratio 0.87% 0.14%
Management Style active passive (index-based)
Dividend Yield 0.05% 1.63%
Minimum Investment $2,500.00 $3,000.00
YTD Return 31.60% 7.54%
1-Year Return 47.00% 16.79%
3-Year Return 22.60% 12.20%
5-Year Return 21.81% 13.11%
10-Year Return 19.49% 13.55%

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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VFINX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFINX performance & returns

YTD Return 7.54%
1-Month Return 3.34%
3-Month Return 6.68%
1-Year Return 16.79%
3-Year Return 12.20%
5-Year Return 13.11%
10-Year Return 13.55%
VFINX expense ratio is 0.14%.

VFINX holdings

Top 10 Holdings (29.21% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.27%
Microsoft Corp MSFT 5.91%
Amazon.com Inc AMZN 5.00%
Facebook Inc A FB 2.44%
Alphabet Inc A GOOGL 1.69%
Alphabet Inc Class C GOOG 1.65%
Berkshire Hathaway Inc Class B BRK.B 1.44%
Johnson & Johnson JNJ 1.40%
Visa Inc Class A V 1.23%
Procter & Gamble Co PG 1.18%

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