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 a closer substitute for your current allocation.
Cheapest Alternatives to CSMCX
CSMCX charges 1.00% annually. There are 61 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | CSMCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | CSMCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | CSMCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CSMCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | CSMCX vs VISGX |
Best Risk-Adjusted Alternatives to CSMCX
CSMCX has a PortfoliosLab risk / return rank of 26. There are 117 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 94 | — | Dec 2016 | CSMCX vs NESIX | |
| Needham Small Cap Growth Fund | 93 | — | May 2002 | CSMCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 92 | — | Dec 2016 | CSMCX vs NEAIX | |
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | CSMCX vs DSCIX | |
| Needham Aggressive Growth Fund | 91 | — | Sep 2001 | CSMCX vs NEAGX |
Top Performing CSMCX Alternatives (YTD)
CSMCX is at 17.05% YTD. There are 80 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 76.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 76.59% | — | Dec 2016 | CSMCX vs NESIX | |
| Needham Small Cap Growth Fund | 76.09% | — | May 2002 | CSMCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 58.23% | — | Dec 2016 | CSMCX vs NEAIX | |
| Needham Aggressive Growth Fund | 57.94% | — | Sep 2001 | CSMCX vs NEAGX | |
| Oberweis Micro Cap Fund | 47.10% | — | Dec 1995 | CSMCX vs OBMCX |
Lowest Volatility Alternatives to CSMCX
CSMCX has 21.69% 1-year volatility. There are 89 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.50% | — | Nov 1995 | CSMCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.36% | — | Jul 2011 | CSMCX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.25% | — | Jan 1997 | CSMCX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | CSMCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | CSMCX vs NBGIX |
Lowest Drawdown Alternatives to CSMCX
CSMCX has a 1-year max drawdown of -13.63%. There are 90 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | CSMCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CSMCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CSMCX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | CSMCX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | CSMCX vs RFIMX |
Other Mutual Funds from Congress
The 2 most viewed Congress mutual funds shown here include IMIDX, CMLIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | 17.06% | — | Oct 2012 | CSMCX vs IMIDX | |
| Congress Large Cap Growth Fund | Large Cap Growth Equities | 16 | 2.80% | — | Mar 1928 | CSMCX vs CMLIX |
Often Compared With CSMCX
Investors most often compare CSMCX with HRSMX, FTXNX, FCAGX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CSMCX with Any Fund or Stock
Compare CSMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSMCX with funds that move differently
Congress Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSMCX.
Explore CSMCX Diversifiers