CMLIX vs. CSMCX
Compare and contrast key facts about Congress Large Cap Growth Fund (CMLIX) and Congress Small Cap Growth Fund (CSMCX).
CMLIX is managed by Congress. It was launched on Mar 15, 1928. CSMCX is managed by Congress. It was launched on Dec 9, 1999.
Performance
CMLIX vs. CSMCX - Performance Comparison
Loading graphics...
CMLIX vs. CSMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | -7.74% | 12.70% | 27.69% | 32.36% | -24.47% | 25.63% | 31.54% | 45.96% | 0.19% | 27.01% |
CSMCX Congress Small Cap Growth Fund | -1.19% | 8.37% | 18.65% | 20.27% | -26.21% | 39.30% | 39.11% | 36.12% | 2.51% | 22.58% |
Returns By Period
In the year-to-date period, CMLIX achieves a -7.74% return, which is significantly lower than CSMCX's -1.19% return. Both investments have delivered pretty close results over the past 10 years, with CMLIX having a 14.90% annualized return and CSMCX not far ahead at 15.16%.
CMLIX
- 1D
- 3.30%
- 1M
- -5.75%
- YTD
- -7.74%
- 6M
- -7.80%
- 1Y
- 10.84%
- 3Y*
- 18.15%
- 5Y*
- 10.16%
- 10Y*
- 14.90%
CSMCX
- 1D
- 3.10%
- 1M
- -8.10%
- YTD
- -1.19%
- 6M
- -5.08%
- 1Y
- 16.76%
- 3Y*
- 11.10%
- 5Y*
- 6.79%
- 10Y*
- 15.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CMLIX vs. CSMCX - Expense Ratio Comparison
CMLIX has a 0.68% expense ratio, which is lower than CSMCX's 1.00% expense ratio.
Return for Risk
CMLIX vs. CSMCX — Risk / Return Rank
CMLIX
CSMCX
CMLIX vs. CSMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Large Cap Growth Fund (CMLIX) and Congress Small Cap Growth Fund (CSMCX). 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.
| CMLIX | CSMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.71 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.18 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.30 | -0.40 |
Martin ratioReturn relative to average drawdown | 3.28 | 4.06 | -0.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CMLIX | CSMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.71 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.31 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.68 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.56 | -0.07 |
Correlation
The correlation between CMLIX and CSMCX is 0.80, 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
CMLIX vs. CSMCX - Dividend Comparison
CMLIX's dividend yield for the trailing twelve months is around 7.89%, more than CSMCX's 2.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | 7.89% | 7.28% | 11.88% | 3.55% | 4.70% | 10.27% | 8.46% | 14.97% | 6.31% | 1.89% | 1.22% | 3.17% |
CSMCX Congress Small Cap Growth Fund | 2.37% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
Drawdowns
CMLIX vs. CSMCX - Drawdown Comparison
The maximum CMLIX drawdown since its inception was -30.32%, smaller than the maximum CSMCX drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for CMLIX and CSMCX.
Loading graphics...
Drawdown Indicators
| CMLIX | CSMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.32% | -56.20% | +25.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -13.63% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -33.44% | +3.12% |
Max Drawdown (10Y)Largest decline over 10 years | -30.32% | -33.44% | +3.12% |
Current DrawdownCurrent decline from peak | -10.43% | -10.95% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -7.36% | -9.44% | +2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 4.38% | -0.71% |
Volatility
CMLIX vs. CSMCX - Volatility Comparison
The current volatility for Congress Large Cap Growth Fund (CMLIX) is 6.29%, while Congress Small Cap Growth Fund (CSMCX) has a volatility of 7.65%. This indicates that CMLIX experiences smaller price fluctuations and is considered to be less risky than CSMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CMLIX | CSMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 7.65% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 15.43% | -4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.67% | 24.70% | -5.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 22.35% | -3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 22.31% | -1.68% |