FCPGX vs. FTXNX
Compare and contrast key facts about Fidelity Small Cap Growth Fund (FCPGX) and Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX).
FCPGX is managed by Fidelity. It was launched on Nov 3, 2004. FTXNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 21, 2017.
Performance
FCPGX vs. FTXNX - Performance Comparison
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FCPGX vs. FTXNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | -0.83% | 11.20% | 20.56% | 19.02% | -25.34% | 10.50% | 36.41% | 36.31% | -8.56% |
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 1.90% | 12.10% | 28.50% | 32.77% | -27.66% | 25.16% | 50.97% | 18.83% | -3.91% |
Returns By Period
In the year-to-date period, FCPGX achieves a -0.83% return, which is significantly lower than FTXNX's 1.90% return.
FCPGX
- 1D
- 4.93%
- 1M
- -6.50%
- YTD
- -0.83%
- 6M
- 2.23%
- 1Y
- 24.11%
- 3Y*
- 13.88%
- 5Y*
- 4.16%
- 10Y*
- 13.40%
FTXNX
- 1D
- 5.48%
- 1M
- -7.16%
- YTD
- 1.90%
- 6M
- 3.24%
- 1Y
- 33.07%
- 3Y*
- 19.98%
- 5Y*
- 9.94%
- 10Y*
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FCPGX vs. FTXNX - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is lower than FTXNX's 1.44% expense ratio.
Return for Risk
FCPGX vs. FTXNX — Risk / Return Rank
FCPGX
FTXNX
FCPGX vs. FTXNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) and Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FCPGX | FTXNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.14 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.64 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 2.09 | -0.39 |
Martin ratioReturn relative to average drawdown | 6.35 | 8.42 | -2.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCPGX | FTXNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.14 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.38 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.53 | -0.03 |
Correlation
The correlation between FCPGX and FTXNX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FCPGX vs. FTXNX - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 6.44%, while FTXNX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | 6.44% | 6.38% | 1.37% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 1.53% | 4.32% |
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 17.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCPGX vs. FTXNX - Drawdown Comparison
The maximum FCPGX drawdown since its inception was -59.11%, which is greater than FTXNX's maximum drawdown of -45.22%. Use the drawdown chart below to compare losses from any high point for FCPGX and FTXNX.
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Drawdown Indicators
| FCPGX | FTXNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.11% | -45.22% | -13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -15.80% | +2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -39.04% | -39.68% | +0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -39.04% | — | — |
Current DrawdownCurrent decline from peak | -8.84% | -7.61% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -12.82% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.93% | -0.24% |
Volatility
FCPGX vs. FTXNX - Volatility Comparison
The current volatility for Fidelity Small Cap Growth Fund (FCPGX) is 9.87%, while Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) has a volatility of 12.44%. This indicates that FCPGX experiences smaller price fluctuations and is considered to be less risky than FTXNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCPGX | FTXNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.87% | 12.44% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 16.73% | 21.02% | -4.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 30.18% | -5.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.43% | 26.55% | -3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.74% | 27.67% | -4.93% |