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CGICX vs VSGAX

Both CGICX and VSGAX are mutual funds. CGICX has a lower 5-year return than VSGAX (17.91% vs 18.95%). CGICX has a higher expense ratio than VSGAX (1.5% vs 0.07%). Below is the comparison between CGICX and VSGAX.

CGICX VSGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family BlackRock Vanguard
Net Assets $12.70M $16.83B
Expense Ratio 1.50% 0.07%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.41%
Minimum Investment $1,000.00 $10,000.00
YTD Return 7.13% 6.55%
1-Year Return -2.84% 0.57%
3-Year Return 15.67% 17.46%
5-Year Return 17.91% 18.95%
10-Year Return 12.73% 14.39%

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 7.13%
1-Month Return 4.94%
3-Month Return -2.84%
1-Year Return -2.84%
3-Year Return 15.67%
5-Year Return 17.91%
10-Year Return 12.73%
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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VSGAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of CRSP US Small Cap Growth Index by investing all of its assets in the stocks that make up the Index.

VSGAX performance & returns

YTD Return 6.55%
1-Month Return 5.71%
3-Month Return 0.57%
1-Year Return 0.57%
3-Year Return 17.46%
5-Year Return 18.95%
10-Year Return 14.39%
VSGAX expense ratio is 0.07%.

VSGAX holdings

Top 10 Holdings (7.80% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.97%
Horizon Therapeutics PLC HZNP 0.93%
Insulet Corp PODD 0.85%
Etsy Inc ETSY 0.79%
Catalent Inc CTLT 0.76%
Zebra Technologies Corp ZBRA 0.74%
Teradyne Inc TER 0.72%
Pool Corp POOL 0.70%
HubSpot Inc HUBS 0.69%
Monolithic Power Systems Inc MPWR 0.65%

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