CMLIX vs. FXAIX
Compare and contrast key facts about Congress Large Cap Growth Fund (CMLIX) and Fidelity 500 Index Fund (FXAIX).
CMLIX is managed by Congress. It was launched on Mar 15, 1928. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMLIX or FXAIX.
Correlation
The correlation between CMLIX and FXAIX is 0.94, 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.
Performance
CMLIX vs. FXAIX - Performance Comparison
Key characteristics
CMLIX:
0.78
FXAIX:
1.87
CMLIX:
1.10
FXAIX:
2.52
CMLIX:
1.16
FXAIX:
1.34
CMLIX:
1.01
FXAIX:
2.82
CMLIX:
3.09
FXAIX:
11.69
CMLIX:
4.07%
FXAIX:
2.04%
CMLIX:
16.08%
FXAIX:
12.77%
CMLIX:
-36.44%
FXAIX:
-33.79%
CMLIX:
-6.22%
FXAIX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with CMLIX having a 4.42% return and FXAIX slightly higher at 4.63%. Over the past 10 years, CMLIX has underperformed FXAIX with an annualized return of 8.50%, while FXAIX has yielded a comparatively higher 13.14% annualized return.
CMLIX
4.42%
2.13%
1.99%
14.10%
7.53%
8.50%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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CMLIX vs. FXAIX - Expense Ratio Comparison
CMLIX has a 0.68% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
CMLIX vs. FXAIX — Risk-Adjusted Performance Rank
CMLIX
FXAIX
CMLIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Large Cap Growth Fund (CMLIX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
CMLIX vs. FXAIX - Dividend Comparison
CMLIX's dividend yield for the trailing twelve months is around 0.08%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | 0.08% | 0.08% | 0.44% | 0.62% | 0.13% | 0.24% | 0.51% | 0.60% | 0.52% | 0.83% | 0.66% | 0.42% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CMLIX vs. FXAIX - Drawdown Comparison
The maximum CMLIX drawdown since its inception was -36.44%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CMLIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CMLIX vs. FXAIX - Volatility Comparison
Congress Large Cap Growth Fund (CMLIX) has a higher volatility of 3.92% compared to Fidelity 500 Index Fund (FXAIX) at 3.06%. This indicates that CMLIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.