CFAGX vs. CFGRX
Compare and contrast key facts about Commerce MidCap Growth Fund (CFAGX) and Commerce Growth Fund (CFGRX).
CFAGX is managed by Commerce. It was launched on Dec 12, 1994. CFGRX is managed by Commerce. It was launched on Dec 12, 1994.
Performance
CFAGX vs. CFGRX - Performance Comparison
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CFAGX vs. CFGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | -6.89% | 1.58% | 11.77% | 17.74% | -20.31% | 19.12% | 23.78% | 34.41% | -4.55% | 23.39% |
CFGRX Commerce Growth Fund | -11.61% | 12.40% | 31.15% | 36.39% | -26.57% | 26.50% | 28.96% | 35.60% | -1.04% | 27.57% |
Returns By Period
In the year-to-date period, CFAGX achieves a -6.89% return, which is significantly higher than CFGRX's -11.61% return. Over the past 10 years, CFAGX has underperformed CFGRX with an annualized return of 9.44%, while CFGRX has yielded a comparatively higher 14.33% annualized return.
CFAGX
- 1D
- -1.00%
- 1M
- -8.73%
- YTD
- -6.89%
- 6M
- -10.11%
- 1Y
- -0.23%
- 3Y*
- 5.82%
- 5Y*
- 2.61%
- 10Y*
- 9.44%
CFGRX
- 1D
- -0.28%
- 1M
- -8.63%
- YTD
- -11.61%
- 6M
- -11.14%
- 1Y
- 8.67%
- 3Y*
- 16.39%
- 5Y*
- 10.13%
- 10Y*
- 14.33%
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CFAGX vs. CFGRX - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is higher than CFGRX's 0.68% expense ratio.
Return for Risk
CFAGX vs. CFGRX — Risk / Return Rank
CFAGX
CFGRX
CFAGX vs. CFGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce MidCap Growth Fund (CFAGX) and Commerce Growth Fund (CFGRX). 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.
| CFAGX | CFGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 0.46 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.15 | 0.81 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.12 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.47 | -0.61 |
Martin ratioReturn relative to average drawdown | -0.38 | 1.74 | -2.12 |
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
| CFAGX | CFGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 0.46 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.53 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.75 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.43 | -0.08 |
Correlation
The correlation between CFAGX and CFGRX is 0.90, 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
CFAGX vs. CFGRX - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 26.73%, more than CFGRX's 22.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 26.73% | 24.89% | 10.80% | 6.77% | 2.00% | 19.35% | 4.23% | 6.59% | 10.81% | 7.05% | 5.27% | 8.83% |
CFGRX Commerce Growth Fund | 22.21% | 19.63% | 10.50% | 4.53% | 7.17% | 21.20% | 4.09% | 5.91% | 10.50% | 5.74% | 6.05% | 11.93% |
Drawdowns
CFAGX vs. CFGRX - Drawdown Comparison
The maximum CFAGX drawdown since its inception was -61.05%, smaller than the maximum CFGRX drawdown of -66.01%. Use the drawdown chart below to compare losses from any high point for CFAGX and CFGRX.
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Drawdown Indicators
| CFAGX | CFGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.05% | -66.01% | +4.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -13.88% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -29.51% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -34.23% | -31.59% | -2.64% |
Current DrawdownCurrent decline from peak | -12.87% | -13.88% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -14.96% | -21.26% | +6.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 3.76% | +0.89% |
Volatility
CFAGX vs. CFGRX - Volatility Comparison
Commerce MidCap Growth Fund (CFAGX) and Commerce Growth Fund (CFGRX) have volatilities of 4.87% and 4.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFAGX | CFGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 4.67% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 10.13% | +0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 19.92% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.34% | 19.32% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 19.15% | -0.75% |