Articles from our Library
Will McClatchy
Holdings Study: Fidelity Magellan vs. Vanguard 500
Will McClatchy
Monday, August 21, 2000
This table compares amounts of stock held in each fund. At least 65% of the holdings are absolutely identical. Periods during which data was gathered (source: Wiesenberger) do not entirely coincide.
| |
Fund Name |
Vanguard S&P 500
|
Fidelity Magellan
|
|
| |
Holdings as of:
|
12/31/99 |
3/31/00 |
|
| Symbol |
Company Name |
% of fund |
% of fund |
% identical |
| GE |
GENERALELECCO |
4.20% |
5.06% |
4.20% |
| INTC |
INTELCORP |
3.67% |
2.99% |
2.99% |
| CSCO |
CISCOSYSINC |
3.41% |
3.30% |
3.30% |
| MSFT |
MICROSOFTCORP |
3.39% |
3.30% |
3.30% |
| PFE |
PFIZERINC |
2.45% |
1.78% |
1.78% |
| XOM |
EXXONMOBILCORP |
2.23% |
2.22% |
2.22% |
| WMT |
WALMARTSTORESINC |
2.11% |
1.60% |
1.60% |
| ORCL |
ORACLECORP |
1.96% |
1.39% |
1.39% |
| C |
CITIGROUPINC |
1.71% |
2.67% |
1.71% |
| IBM |
INTERNATIONALBUSMACHS |
1.62% |
1.26% |
1.26% |
| LU |
LUCENTTECHNOLOGIESINC |
1.52% |
1.35% |
1.35% |
| NT |
NORTELNETWORKSCORP |
1.52% |
0.67% |
0.67% |
| AIG |
AMERICANINTLGROUPINC |
1.49% |
1.65% |
1.49% |
| MRK |
MERCK&COINC |
1.47% |
1.30% |
1.30% |
| EMC |
EMCCORPMASS |
1.29% |
1.68% |
1.29% |
| SBC |
SBCCOMMUNICATIONSINC |
1.28% |
0.71% |
0.71% |
| SUNW |
SUNMICROSYSTEMSINC |
1.17% |
1.06% |
1.06% |
| KO |
COCACOLACO |
1.16% |
0.24% |
0.24% |
| JNJ |
JOHNSON&JOHNSON |
1.16% |
0.61% |
0.61% |
| RD |
ROYALDUTCHPETECO |
1.08% |
0.48% |
0.48% |
| T |
AT&TCORP |
1.07% |
1.06% |
1.06% |
| WCOM |
WORLDCOMINCGANEW |
1.07% |
1.04% |
1.04% |
| HWP |
HEWLETTPACKARDCO |
1.04% |
0.52% |
0.52% |
| DELL |
DELLCOMPUTERCORP |
1.03% |
0.49% |
0.49% |
| AOL |
AMERICAONLINEINCDEL |
0.97% |
0.83% |
0.83% |
| BMY |
BRISTOLMYERSSQUIBBCO |
0.95% |
0.87% |
0.87% |
| HD |
HOMEDEPOTINC |
0.94% |
2.43% |
0.94% |
| TXN |
TEXASINSTRSINC |
0.90% |
2.31% |
0.90% |
| LLY |
LILLYELI&CO |
0.89% |
1.72% |
0.89% |
| VIAB |
VIACOMINC |
0.84% |
2.36% |
0.84% |
| TWX |
TIMEWARNERINC |
0.80% |
1.67% |
0.80% |
| MWD |
MORGANSTANLEYDEAN |
0.76% |
0.93% |
0.76% |
| BLS |
BELLSOUTHCORP |
0.66% |
0.51% |
0.51% |
| TYC |
TYCOINTLLTDNEW |
0.66% |
1.97% |
0.66% |
| DIS |
DISNEYWALTCO |
0.66% |
0.51% |
0.51% |
| BEL |
BELLATLANTICCORP |
0.65% |
0.43% |
0.43% |
| AHP |
AMERICANHOMEPRODS |
0.63% |
0.78% |
0.63% |
| PG |
PROCTER&GAMBLECO |
0.62% |
0.39% |
0.39% |
| SGP |
SCHERINGPLOUGHCORP |
0.61% |
1.02% |
0.61% |
| BAC |
BANKOFAMERICACORP |
0.60% |
0.59% |
0.59% |
| AMGN |
AMGENINC |
0.59% |
0.00% |
0.00% |
| AXP |
AMERICANEXPRESSCO |
0.57% |
0.45% |
0.45% |
| AMAT |
APPLIEDMATLSINC |
0.56% |
0.12% |
0.12% |
| ABT |
ABBOTTLABS |
0.56% |
0.56% |
0.56% |
| GLW |
CORNINGINC |
0.54% |
0.29% |
0.29% |
| YHOO |
YAHOOINC |
0.54% |
0.34% |
0.34% |
| PEP |
PEPSICOINC |
0.53% |
0.59% |
0.53% |
| PHA |
PHARMACIACORP |
0.53% |
0.24% |
0.24% |
| WFC |
WELLSFARGO&CONEW |
0.52% |
0.92% |
0.52% |
| MO |
PHILIPMORRISCOSINC |
0.51% |
0.64% |
0.51% |
| MOT |
MOTOROLAINC |
0.51% |
0.71% |
0.51% |
| GTE |
GTECORP |
0.50% |
0.46% |
0.46% |
| MDT |
MEDTRONICINC |
0.49% |
0.22% |
0.22% |
| CMB |
CHASEMANHATTANCORP |
0.47% |
1.03% |
0.47% |
| CHV |
CHEVRONCORPORATION |
0.46% |
0.50% |
0.46% |
| FNM |
FEDERALNATLMTGASSN |
0.44% |
0.83% |
0.44% |
| F |
FORDMTRCODEL |
0.43% |
0.51% |
0.43% |
| PCS |
SPRINTCORP |
0.42% |
0.21% |
0.21% |
| MU |
MICRONTECHNOLOGYINC |
0.39% |
0.31% |
0.31% |
| ENE |
ENRONCORP |
0.38% |
0.37% |
|
