AOFCX vs FCPGX

Both AOFCX and FCPGX are mutual funds. AOFCX has a lower 5-year return than FCPGX (22.41% vs 22.52%). AOFCX has a higher expense ratio than FCPGX (1.94% vs 1%). Below is the comparison between AOFCX and FCPGX.

AOFCX FCPGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Alger Fidelity Investments
Net Assets $265.30M $3.81B
Expense Ratio 1.94% 1.00%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $2,500.00
YTD Return -0.57% 15.15%
1-Year Return -0.21% 7.09%
3-Year Return 18.45% 23.16%
5-Year Return 22.41% 22.52%
10-Year Return 16.66% 18.25%

AOFCX description

The Fund seeks long-term capital appreciation. The Fund invests primarily in equity securities of small, fast-growing companies that the Manager believes offer innovative products, services or technologies to a rapidly-expanding marketplace.

AOFCX performance & returns

YTD Return -0.57%
1-Month Return -2.85%
3-Month Return -0.21%
1-Year Return -0.21%
3-Year Return 18.45%
5-Year Return 22.41%
10-Year Return 16.66%
AOFCX expense ratio is 1.94%.

AOFCX holdings

Top 10 Holdings (29.54% of Total Assets)

Name Symbol % Assets
CryoPort Inc CYRX 3.71%
Veeva Systems Inc Class A VEEV 3.60%
Wingstop Inc WING 3.44%
Natera Inc NTRA 3.01%
Chegg Inc CHGG 2.95%
Everbridge Inc EVBG 2.77%
Quidel Corp QDEL 2.63%
Ansys Inc ANSS 2.55%
Abiomed Inc ABMD 2.46%
CareDx Inc CDNA 2.42%

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FCPGX description

The Fund seeks capital appreciation. The Fund normally invests at least 80% of its net assets in common stocks of companies with small market capitalizations, which, for the purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell 2000 Index of the S&P SmallCap 600.

FCPGX performance & returns

YTD Return 15.15%
1-Month Return 0.77%
3-Month Return 7.09%
1-Year Return 7.09%
3-Year Return 23.16%
5-Year Return 22.52%
10-Year Return 18.25%
FCPGX expense ratio is 1%.

FCPGX holdings

Top 10 Holdings (13.05% of Total Assets)

Name Symbol % Assets
Williams-Sonoma Inc WSM 1.96%
LHC Group Inc LHCG 1.51%
Insulet Corp PODD 1.45%
Five9 Inc FIVN 1.38%
Molina Healthcare Inc MOH 1.20%
Kornit Digital Ltd KRNT 1.20%
SiTime Corp Ordinary Shares SITM 1.17%
Compass Inc Ser E Pc Perp Pp N/A 1.12%
Generac Holdings Inc GNRC 1.03%
BJ's Wholesale Club Holdings Inc BJ 1.03%

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