FDCAX
Fidelity Capital Trust Capital Appreciation Pt.
1W: -1.0%
1M: -0.6%
3M: +1.4%
YTD: +16.4%
1Y: +12.4%
3Y: +83.0%
5Y: +70.8%
$54.48
+0.30 (+0.55%)
Weekly Expected Move ±1.7%
$52
$53
$54
$55
$56
Similar ETFs
20 peers by holdings overlap (166 holdings)
FDGFX
Fidelity Dividend Growth Fund
79.5%
Shared105 holdings
Total124
AUM$10.4B
Price$42.97
FLCSX
Fidelity Large Cap Stock
52.0%
Shared65 holdings
Total174
AUM$6.7B
Price$68.96
FGRTX
Fidelity Mega Cap Stock Fund
48.7%
Shared45 holdings
Total110
AUM$6.8B
Price$34.31
FDEQX
Fidelity Disciplined Equity Fund
48.4%
Shared40 holdings
Total115
AUM$2.4B
Price$81.70
FCNTX
Fidelity Contrafund
46.9%
Shared58 holdings
Total339
AUM$192.9B
Price$27.80
ROGSX
Red Oak Technology Select Fund
43.9%
Shared24 holdings
Total28
AUM$843M
Price$65.74
FMILX
Fidelity New Millennium Fund
43.7%
Shared36 holdings
Total119
AUM$6.2B
Price$78.83
FBALX
Fidelity Balanced Fund
43.5%
Shared59 holdings
Total293
AUM$66.3B
Price$35.44
FPURX
Fidelity Puritan Fund
43.0%
Shared54 holdings
Total214
AUM$35.0B
Price$28.52
FFA
First Trust Enhanced Equity Income Fund
42.5%
Shared35 holdings
Total62
AUM$444M
Price$22.21
FDSVX
Fidelity Growth Discovery Fund
42.0%
Shared35 holdings
Total116
AUM$7.1B
Price$80.35
FOCPX
Fidelity OTC Portfolio
42.0%
Shared25 holdings
Total105
AUM$44.1B
Price$28.05
FGRIX
Fidelity Growth & Income Portfolio
42.0%
Shared63 holdings
Total163
AUM$13.7B
Price$68.93
DLCEX
Dana Large Cap Equity Fund
41.7%
Shared25 holdings
Total51
AUM$70M
Price$23.79
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
41.6%
Shared74 holdings
Total500
AUM$2.1B
Price$21.44
AWEIX
CIBC Atlas Disciplined Equity Fund Institutional Class
41.2%
Shared23 holdings
Total66
AUM$1.4B
Price$32.29
IBALX
Transamerica Multi-Managed Balanced Fund
41.1%
Shared35 holdings
Total162
AUM$1.5B
Price$37.30
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
40.6%
Shared28 holdings
Total86
AUM$194M
Price$65.83
GRMAX
Nationwide S&P 500 Index Fund
40.6%
Shared72 holdings
Total502
AUM$1.8B
Price$34.16
PEOPX
BNY Mellon S&P 500 Index Fund
40.6%
Shared72 holdings
Total501
AUM$2.8B
Price$69.49
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FDCAX | $8.1B | 140 | 39.1% | 9.6 | 3.9 | 4.8 | 52.7% | 50.5% | 1.74% | +23.0% | +60.0% | 57.0 | 6.0 |
| FDGFX | $10.4B | 124 | 38.1% | 9.2 | 4.0 | 5.1 | 57.2% | 54.9% | 2.15% | +23.0% | +66.0% | 58.8 | 6.2 |
| FLCSX | $6.7B | 174 | 42.5% | 9.0 | 2.7 | 2.9 | 34.4% | 32.1% | 1.46% | +23.8% | +56.3% | 56.4 | 6.0 |
| FGRTX | $6.8B | 110 | 47.2% | 8.3 | 2.5 | 2.7 | 34.0% | 32.2% | 1.55% | +23.2% | +53.5% | 56.8 | 6.1 |
| FDEQX | $2.4B | 115 | 41.9% | 9.7 | 3.2 | 3.6 | 38.5% | 37.5% | 0.74% | +25.2% | +58.6% | 62.8 | 6.3 |
| FCNTX | $192.9B | 339 | 45.1% | 8.3 | 4.0 | 4.8 | 65.4% | 57.6% | 0.86% | +20.4% | +43.1% | 59.8 | 6.2 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| FMILX | $6.2B | 119 | 36.5% | 8.5 | 2.7 | 2.8 | 36.1% | 33.2% | 1.09% | +20.9% | +39.7% | 58.3 | 6.2 |
| FBALX | $66.3B | 293 | 25.7% | 9.1 | 4.2 | 5.3 | 61.7% | 58.3% | 1.16% | +24.9% | +46.9% | 58.2 | 6.3 |
| FPURX | $35.0B | 214 | 22.7% | 6.9 | 2.2 | 2.6 | 37.4% | 38.2% | 1.18% | +20.1% | +47.5% | 59.8 | 6.2 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |