CMLIX vs. SWLGX
Compare and contrast key facts about Congress Large Cap Growth Fund (CMLIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
CMLIX is managed by Congress. It was launched on Mar 15, 1928. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
CMLIX vs. SWLGX - Performance Comparison
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CMLIX vs. SWLGX - 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% | -0.58% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, CMLIX achieves a -10.69% return, which is significantly higher than SWLGX's -13.06% 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%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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CMLIX vs. SWLGX - Expense Ratio Comparison
CMLIX has a 0.68% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
CMLIX vs. SWLGX — Risk / Return Rank
CMLIX
SWLGX
CMLIX vs. SWLGX - Risk-Adjusted Trends 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 Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.66 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.10 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.15 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 0.72 | -0.27 |
Martin ratioReturn relative to average drawdown | 1.64 | 2.51 | -0.87 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.66 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.56 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.68 | -0.20 |
Correlation
The correlation between CMLIX and SWLGX is 0.97, 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. SWLGX - Dividend Comparison
CMLIX's dividend yield for the trailing twelve months is around 8.15%, more than SWLGX's 0.52% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
CMLIX vs. SWLGX - Drawdown Comparison
The maximum CMLIX drawdown since its inception was -30.32%, smaller than the maximum SWLGX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for CMLIX and SWLGX.
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Drawdown Indicators
| CMLIX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.32% | -32.69% | +2.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -16.16% | +2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -32.69% | +2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -30.32% | — | — |
Current DrawdownCurrent decline from peak | -13.29% | -16.16% | +2.87% |
Average DrawdownAverage peak-to-trough decline | -7.36% | -7.13% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 4.62% | -1.01% |
Volatility
CMLIX vs. SWLGX - Volatility Comparison
The current volatility for Congress Large Cap Growth Fund (CMLIX) is 5.10%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that CMLIX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMLIX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 5.38% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 11.82% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 22.31% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 21.47% | -2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 22.78% | -2.17% |