Congress Small Cap Growth Fund (CSMCX) Alternatives
Congress Small Cap Growth Fund (CSMCX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CSMCX
CSMCX charges 1.00% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among CSMCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CSMCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | CSMCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | CSMCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | CSMCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | CSMCX vs VISGX |
Best Risk-Adjusted Alternatives to CSMCX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | CSMCX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | CSMCX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | CSMCX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | CSMCX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | CSMCX vs HRSMX |
Top Performing CSMCX Alternatives (YTD)
CSMCX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | CSMCX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | CSMCX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | CSMCX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | CSMCX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | CSMCX vs OBMCX |
Lowest Volatility Alternatives to CSMCX
CSMCX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | CSMCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | CSMCX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | CSMCX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | CSMCX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | CSMCX vs ETEGX |
Lowest Drawdown Alternatives to CSMCX
CSMCX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | CSMCX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | CSMCX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | CSMCX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | CSMCX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | CSMCX vs CTSIX |
Other Mutual Funds from Congress
Most popular Congress mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | CSMCX vs IMIDX | |
| Congress Large Cap Growth Fund | Large Cap Growth Equities | 17 | -10.69% | Mar 15, 1928 | CSMCX vs CMLIX |
Often Compared With CSMCX
What investors most often compare with CSMCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 51 | -3.39% | Dec 21, 2017 | CSMCX vs FTXNX | |
| Fidelity Advisor Small Cap Growth Fund Class A | Small Cap Growth Equities | 34 | -5.57% | Nov 3, 2004 | CSMCX vs FCAGX | |
| Vanguard Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.92% | Sep 20, 2010 | CSMCX vs VTWO | |
| Amana Mutual Funds Trust Growth Fund | Large Cap Growth Equities | 62 | -6.55% | Feb 3, 1994 | CSMCX vs AMAGX | |
| Fidelity Small Cap Growth Fund | Small Cap Growth Equities | 36 | -5.49% | Nov 3, 2004 | CSMCX vs FCPGX | |
| Value Line Mid Cap Focused Fund | Mid Cap Growth Equities | 2 | -7.91% | Mar 1, 1950 | CSMCX vs VLIFX | |
| iShares Russell 2000 Growth ETF | Small Cap Growth Equities | 57 | -2.82% | Jul 24, 2000 | CSMCX vs IWO | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 33 | 0.78% | Apr 2, 2001 | CSMCX vs IIVAX | |
| Columbia Small Cap Growth Fund | Small Cap Growth Equities | 49 | -8.67% | Oct 1, 1996 | CSMCX vs CMSCX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | CSMCX vs GTSGX |
Compare CSMCX with Any Fund or Stock
Compare CSMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.