CFGRX vs. CFAGX
Compare and contrast key facts about Commerce Growth Fund (CFGRX) and Commerce MidCap Growth Fund (CFAGX).
CFGRX is managed by Commerce. It was launched on Dec 12, 1994. CFAGX is managed by Commerce. It was launched on Dec 12, 1994.
Performance
CFGRX vs. CFAGX - Performance Comparison
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CFGRX vs. CFAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFGRX Commerce Growth Fund | -11.61% | 12.40% | 31.15% | 36.39% | -26.57% | 26.50% | 28.96% | 35.60% | -1.04% | 27.57% |
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% |
Returns By Period
In the year-to-date period, CFGRX achieves a -11.61% return, which is significantly lower than CFAGX's -6.89% return. Over the past 10 years, CFGRX has outperformed CFAGX with an annualized return of 14.33%, while CFAGX has yielded a comparatively lower 9.44% annualized return.
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%
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%
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CFGRX vs. CFAGX - Expense Ratio Comparison
CFGRX has a 0.68% expense ratio, which is lower than CFAGX's 0.71% expense ratio.
Return for Risk
CFGRX vs. CFAGX — Risk / Return Rank
CFGRX
CFAGX
CFGRX vs. CFAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce Growth Fund (CFGRX) and Commerce MidCap Growth Fund (CFAGX). 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.
| CFGRX | CFAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.00 | +0.46 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.15 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.02 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | -0.14 | +0.61 |
Martin ratioReturn relative to average drawdown | 1.74 | -0.38 | +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
| CFGRX | CFAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.00 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.14 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.52 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.35 | +0.08 |
Correlation
The correlation between CFGRX and CFAGX 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
CFGRX vs. CFAGX - Dividend Comparison
CFGRX's dividend yield for the trailing twelve months is around 22.21%, less than CFAGX's 26.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
CFGRX vs. CFAGX - Drawdown Comparison
The maximum CFGRX drawdown since its inception was -66.01%, which is greater than CFAGX's maximum drawdown of -61.05%. Use the drawdown chart below to compare losses from any high point for CFGRX and CFAGX.
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Drawdown Indicators
| CFGRX | CFAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.01% | -61.05% | -4.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -13.01% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -29.51% | -28.99% | -0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -31.59% | -34.23% | +2.64% |
Current DrawdownCurrent decline from peak | -13.88% | -12.87% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -21.26% | -14.96% | -6.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 4.65% | -0.89% |
Volatility
CFGRX vs. CFAGX - Volatility Comparison
Commerce Growth Fund (CFGRX) and Commerce MidCap Growth Fund (CFAGX) have volatilities of 4.67% and 4.87%, 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
| CFGRX | CFAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 4.87% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 10.65% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.92% | 19.94% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.32% | 18.34% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.15% | 18.40% | +0.75% |