CSMCX vs. AMAGX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMCX or AMAGX.
Correlation
The correlation between CSMCX and AMAGX is 0.81, 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
CSMCX vs. AMAGX - Performance Comparison
Key characteristics
CSMCX:
1.07
AMAGX:
0.90
CSMCX:
1.57
AMAGX:
1.28
CSMCX:
1.19
AMAGX:
1.17
CSMCX:
0.66
AMAGX:
1.31
CSMCX:
6.56
AMAGX:
4.47
CSMCX:
3.11%
AMAGX:
3.21%
CSMCX:
19.15%
AMAGX:
15.97%
CSMCX:
-59.87%
AMAGX:
-57.64%
CSMCX:
-12.72%
AMAGX:
-5.76%
Returns By Period
In the year-to-date period, CSMCX achieves a 20.36% return, which is significantly higher than AMAGX's 13.47% return. Over the past 10 years, CSMCX has underperformed AMAGX with an annualized return of 4.67%, while AMAGX has yielded a comparatively higher 8.53% annualized return.
CSMCX
20.36%
-6.07%
11.56%
19.74%
10.58%
4.67%
AMAGX
13.47%
-2.51%
-1.46%
14.22%
12.85%
8.53%
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CSMCX vs. AMAGX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is higher than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
CSMCX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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
CSMCX vs. AMAGX - Dividend Comparison
Neither CSMCX nor AMAGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% | 0.60% |
Drawdowns
CSMCX vs. AMAGX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -59.87%, roughly equal to the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for CSMCX and AMAGX. For additional features, visit the drawdowns tool.
Volatility
CSMCX vs. AMAGX - Volatility Comparison
The current volatility for Congress Small Cap Growth Fund (CSMCX) is 5.23%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 5.95%. This indicates that CSMCX experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.