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 a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
CMLIX vs. FXAIX - Performance Comparison
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CMLIX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | -10.69% | 12.70% | 27.69% | 32.36% | -24.47% | 25.63% | 31.54% | 45.96% | 0.19% | 27.01% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, CMLIX achieves a -10.69% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, CMLIX has outperformed FXAIX with an annualized return of 14.53%, while FXAIX has yielded a comparatively lower 13.75% annualized return.
CMLIX
- 1D
- -0.43%
- 1M
- -8.80%
- YTD
- -10.69%
- 6M
- -10.71%
- 1Y
- 8.01%
- 3Y*
- 16.88%
- 5Y*
- 9.75%
- 10Y*
- 14.53%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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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.
Return for Risk
CMLIX vs. FXAIX — Risk / Return Rank
CMLIX
FXAIX
CMLIX vs. FXAIX - Risk-Adjusted Trends 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.
| CMLIX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.84 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.30 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.05 | -0.61 |
Martin ratioReturn relative to average drawdown | 1.64 | 5.13 | -3.48 |
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
| CMLIX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.84 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.68 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.77 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.75 | -0.28 |
Correlation
The correlation between CMLIX and FXAIX is 0.92, 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. FXAIX - Dividend Comparison
CMLIX's dividend yield for the trailing twelve months is around 8.15%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | 8.15% | 7.28% | 11.88% | 3.55% | 4.70% | 10.27% | 8.46% | 14.97% | 6.31% | 1.89% | 1.22% | 3.17% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
CMLIX vs. FXAIX - Drawdown Comparison
The maximum CMLIX drawdown since its inception was -30.32%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CMLIX and FXAIX.
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Drawdown Indicators
| CMLIX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.32% | -33.79% | +3.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -12.13% | -1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -24.50% | -5.82% |
Max Drawdown (10Y)Largest decline over 10 years | -30.32% | -33.79% | +3.47% |
Current DrawdownCurrent decline from peak | -13.29% | -8.89% | -4.40% |
Average DrawdownAverage peak-to-trough decline | -7.36% | -3.83% | -3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.50% | +1.11% |
Volatility
CMLIX vs. FXAIX - Volatility Comparison
Congress Large Cap Growth Fund (CMLIX) has a higher volatility of 5.10% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. 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.
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Volatility by Period
| CMLIX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 4.24% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 9.08% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 18.13% | +1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 16.88% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 18.03% | +2.58% |