CFAGX vs. CFGRX
CFAGX (Commerce MidCap Growth Fund) and CFGRX (Commerce Growth Fund) are both mutual funds - CFAGX is a Mid Cap Growth Equities fund managed by Commerce, while CFGRX is a Large Cap Growth Equities fund managed by Commerce. Over the past 10 years, CFAGX returned 9.77%/yr vs 15.39%/yr for CFGRX. Their correlation of 0.90 means they have usually moved in the same direction. CFAGX charges 0.71%/yr vs 0.68%/yr for CFGRX.
Performance
CFAGX vs. CFGRX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with CFAGX having a 2.11% return and CFGRX slightly higher at 2.12%. Over the past 10 years, CFAGX has underperformed CFGRX with an annualized return of 9.77%, while CFGRX has yielded a comparatively higher 15.39% annualized return.
CFAGX
- 1D
- 2.05%
- 1M
- -3.31%
- 6M
- 3.31%
- YTD
- 2.11%
- 1Y
- -1.66%
- 3Y*
- 6.82%
- 5Y*
- 2.54%
- 10Y*
- 9.77%
- ALL TIME*
- 7.65%
CFGRX
- 1D
- 2.16%
- 1M
- -0.87%
- 6M
- 3.56%
- YTD
- 2.12%
- 1Y
- 9.62%
- 3Y*
- 17.25%
- 5Y*
- 10.47%
- 10Y*
- 15.39%
- ALL TIME*
- 8.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
CFGRX Commerce Growth Fund | $0.00 | $0.00 | $0.00 |
CFAGX vs. CFGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 2.11% | 1.58% | 11.77% | 17.74% | -20.31% | 19.12% | 23.78% | 34.41% | -4.55% | 23.39% |
CFGRX Commerce Growth Fund | 2.12% | 12.40% | 31.15% | 36.39% | -26.57% | 26.50% | 28.96% | 35.60% | -1.04% | 27.57% |
Correlation
The correlation between CFAGX and CFGRX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | 0.90 |
The correlation between CFAGX and CFGRX shifts across timeframes, from 0.71 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CFAGX | CFGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.10 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 0.55 | -0.87 |
| Martin ratioReturn relative to average drawdown | -0.82 | 1.81 | -2.63 |
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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 | -12.85% | -13.88% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -21.16% | -21.60% | +0.44% |
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 | -4.45% | -5.66% | +1.21% |
Average DrawdownAverage peak-to-trough decline | -14.83% | -21.07% | +6.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 4.22% | +0.74% |
Volatility
CFAGX vs. CFGRX - Volatility Comparison
Commerce MidCap Growth Fund (CFAGX) and Commerce Growth Fund (CFGRX) have volatilities of 4.75% and 4.74%, 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 | 4.75% | 4.74% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 11.87% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 14.76% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 19.52% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 19.29% | -0.81% |
CFAGX vs. CFGRX - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is higher than CFGRX's 0.68% expense ratio.
Dividends
CFAGX vs. CFGRX - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 24.37%, more than CFGRX's 19.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 24.37% | 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 | 19.22% | 19.63% | 10.50% | 4.53% | 7.17% | 21.20% | 4.09% | 5.91% | 10.50% | 5.74% | 6.05% | 11.93% |
Frequently Asked Questions
CFAGX and CFGRX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CFAGX has higher volatility (4.75%) compared to CFGRX (4.74%). In terms of maximum drawdown, CFAGX dropped -61.05% vs CFGRX's -66.01%.
CFGRX currently has the higher Sharpe Ratio (0.52 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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