CMSCX vs. CSMCX
Compare and contrast key facts about Columbia Small Cap Growth Fund (CMSCX) and Congress Small Cap Growth Fund (CSMCX).
CMSCX is managed by Columbia. It was launched on Oct 1, 1996. CSMCX is managed by Congress. It was launched on Dec 9, 1999.
Performance
CMSCX vs. CSMCX - Performance Comparison
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CMSCX vs. CSMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMSCX Columbia Small Cap Growth Fund | -8.67% | 21.68% | 24.27% | 26.17% | -36.62% | -2.22% | 70.31% | 40.98% | -1.99% | 28.68% |
CSMCX Congress Small Cap Growth Fund | -4.16% | 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, CMSCX achieves a -8.67% return, which is significantly lower than CSMCX's -4.16% return. Both investments have delivered pretty close results over the past 10 years, with CMSCX having a 14.21% annualized return and CSMCX not far ahead at 14.81%.
CMSCX
- 1D
- -2.61%
- 1M
- -13.27%
- YTD
- -8.67%
- 6M
- -4.73%
- 1Y
- 26.73%
- 3Y*
- 16.28%
- 5Y*
- 1.08%
- 10Y*
- 14.21%
CSMCX
- 1D
- -1.87%
- 1M
- -10.78%
- YTD
- -4.16%
- 6M
- -7.71%
- 1Y
- 13.98%
- 3Y*
- 9.97%
- 5Y*
- 6.50%
- 10Y*
- 14.81%
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CMSCX vs. CSMCX - Expense Ratio Comparison
CMSCX has a 0.96% expense ratio, which is lower than CSMCX's 1.00% expense ratio.
Return for Risk
CMSCX vs. CSMCX — Risk / Return Rank
CMSCX
CSMCX
CMSCX vs. CSMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) 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.
| CMSCX | CSMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.58 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.00 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.87 | +0.40 |
Martin ratioReturn relative to average drawdown | 5.05 | 2.74 | +2.31 |
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
| CMSCX | CSMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.58 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.29 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.67 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.55 | -0.08 |
Correlation
The correlation between CMSCX and CSMCX is 0.90, 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
CMSCX vs. CSMCX - Dividend Comparison
CMSCX's dividend yield for the trailing twelve months is around 5.40%, more than CSMCX's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMSCX Columbia Small Cap Growth Fund | 5.40% | 4.93% | 0.00% | 0.00% | 0.00% | 10.28% | 6.90% | 8.86% | 21.17% | 16.48% | 8.67% | 60.38% |
CSMCX Congress Small Cap Growth Fund | 2.44% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
Drawdowns
CMSCX vs. CSMCX - Drawdown Comparison
The maximum CMSCX drawdown since its inception was -55.64%, roughly equal to the maximum CSMCX drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for CMSCX and CSMCX.
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Drawdown Indicators
| CMSCX | CSMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -56.20% | +0.56% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -13.63% | -3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -49.84% | -33.44% | -16.40% |
Max Drawdown (10Y)Largest decline over 10 years | -52.44% | -33.44% | -19.00% |
Current DrawdownCurrent decline from peak | -17.60% | -13.63% | -3.97% |
Average DrawdownAverage peak-to-trough decline | -16.03% | -9.44% | -6.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 4.32% | +0.10% |
Volatility
CMSCX vs. CSMCX - Volatility Comparison
Columbia Small Cap Growth Fund (CMSCX) has a higher volatility of 9.62% compared to Congress Small Cap Growth Fund (CSMCX) at 6.77%. This indicates that CMSCX's price experiences larger fluctuations and is considered to be riskier than CSMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMSCX | CSMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 6.77% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 18.62% | 15.11% | +3.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.94% | 24.56% | +3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.87% | 22.31% | +4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.68% | 22.29% | +3.39% |