CMLIX vs. SCHG
Compare and contrast key facts about Congress Large Cap Growth Fund (CMLIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
CMLIX is managed by Congress. It was launched on Mar 15, 1928. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMLIX or SCHG.
Correlation
The correlation between CMLIX and SCHG is 0.96, 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. SCHG - Performance Comparison
Key characteristics
CMLIX:
0.80
SCHG:
1.64
CMLIX:
1.12
SCHG:
2.19
CMLIX:
1.16
SCHG:
1.30
CMLIX:
1.04
SCHG:
2.37
CMLIX:
3.18
SCHG:
8.97
CMLIX:
4.05%
SCHG:
3.27%
CMLIX:
16.11%
SCHG:
17.97%
CMLIX:
-36.44%
SCHG:
-34.59%
CMLIX:
-6.05%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, CMLIX achieves a 4.61% return, which is significantly higher than SCHG's 3.73% return. Over the past 10 years, CMLIX has underperformed SCHG with an annualized return of 8.52%, while SCHG has yielded a comparatively higher 16.52% annualized return.
CMLIX
4.61%
2.32%
2.76%
13.41%
7.29%
8.52%
SCHG
3.73%
2.19%
13.40%
30.16%
18.57%
16.52%
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CMLIX vs. SCHG - Expense Ratio Comparison
CMLIX has a 0.68% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
CMLIX vs. SCHG — Risk-Adjusted Performance Rank
CMLIX
SCHG
CMLIX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Large Cap Growth Fund (CMLIX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
CMLIX's dividend yield for the trailing twelve months is around 0.08%, less than SCHG's 0.38% 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
CMLIX vs. SCHG - Drawdown Comparison
The maximum CMLIX drawdown since its inception was -36.44%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for CMLIX and SCHG. For additional features, visit the drawdowns tool.
Volatility
CMLIX vs. SCHG - Volatility Comparison
The current volatility for Congress Large Cap Growth Fund (CMLIX) is 3.99%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.13%. This indicates that CMLIX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.