CGICX vs FCPGX

Both CGICX and FCPGX are mutual funds. CGICX has a lower 5-year return than FCPGX (16.97% vs 22.52%). CGICX has a higher expense ratio than FCPGX (1.5% vs 1%). Below is the comparison between CGICX and FCPGX.

CGICX FCPGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family BlackRock Fidelity Investments
Net Assets $11.60M $3.81B
Expense Ratio 1.50% 1.00%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $2,500.00
YTD Return 6.78% 15.15%
1-Year Return 2.50% 7.09%
3-Year Return 17.95% 23.16%
5-Year Return 16.97% 22.52%
10-Year Return 13.89% 18.25%

CGICX description

The Fund seeks long-term capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets in equity securities of small cap companies and at least 80% of its net assets (plus any borrowings for investment purposes) in securities or instruments of issuers located in the United States.

CGICX performance & returns

YTD Return 6.78%
1-Month Return 1.32%
3-Month Return 2.50%
1-Year Return 2.50%
3-Year Return 17.95%
5-Year Return 16.97%
10-Year Return 13.89%
CGICX expense ratio is 1.5%.

CGICX holdings

Top 10 Holdings (10.65% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 2.73%
Texas Roadhouse Inc TXRH 1.22%
Hamilton Lane Inc Class A HLNE 1.06%
Qualys Inc QLYS 0.94%
Werner Enterprises Inc WERN 0.83%
OSI Systems Inc OSIS 0.83%
Rapid7 Inc RPD 0.81%
Nevro Corp NVRO 0.75%
Mirati Therapeutics Inc MRTX 0.74%
Deckers Outdoor Corp DECK 0.74%

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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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