CSMCX vs. CMLIX
CSMCX (Congress Small Cap Growth Fund) and CMLIX (Congress Large Cap Growth Fund) are both mutual funds - CSMCX is a Small Cap Growth Equities fund managed by Congress, while CMLIX is a Large Cap Growth Equities fund managed by Congress. Over the past 10 years, CSMCX returned 16.31%/yr vs 16.09%/yr for CMLIX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. CSMCX charges 1.00%/yr vs 0.68%/yr for CMLIX.
Performance
CSMCX vs. CMLIX - Performance Comparison
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Returns By Period
In the year-to-date period, CSMCX achieves a 14.33% return, which is significantly higher than CMLIX's 4.59% return. Both investments have delivered pretty close results over the past 10 years, with CSMCX having a 16.31% annualized return and CMLIX not far behind at 16.09%.
CSMCX
- 1D
- -0.20%
- 1M
- -4.47%
- 6M
- 6.88%
- YTD
- 14.33%
- 1Y
- 18.96%
- 3Y*
- 13.15%
- 5Y*
- 7.85%
- 10Y*
- 16.31%
- ALL TIME*
- 12.26%
CMLIX
- 1D
- 1.50%
- 1M
- -0.12%
- 6M
- 4.32%
- YTD
- 4.59%
- 1Y
- 10.87%
- 3Y*
- 17.12%
- 5Y*
- 10.12%
- 10Y*
- 16.09%
- ALL TIME*
- 10.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CSMCX vs. CMLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 14.33% | 8.37% | 18.65% | 20.27% | -26.21% | 39.30% | 39.11% | 36.12% | 2.51% | 22.58% |
CMLIX Congress Large Cap Growth Fund | 4.59% | 12.70% | 27.69% | 32.36% | -24.47% | 25.63% | 31.54% | 45.96% | 0.19% | 27.01% |
Correlation
The correlation between CSMCX and CMLIX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2010 | 0.80 |
The correlation between CSMCX and CMLIX shifts across timeframes, from 0.70 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CSMCX vs. CMLIX — Risk / Return Rank
CSMCX
CMLIX
CSMCX vs. CMLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Congress Large Cap Growth Fund (CMLIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSMCX | CMLIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.11 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.69 | +0.62 |
| Martin ratioReturn relative to average drawdown | 4.06 | 2.45 | +1.61 |
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Drawdowns
CSMCX vs. CMLIX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -56.20%, which is greater than CMLIX's maximum drawdown of -30.32%. Use the drawdown chart below to compare losses from any high point for CSMCX and CMLIX.
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Drawdown Indicators
| CSMCX | CMLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.20% | -30.32% | -25.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -13.29% | -0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -26.10% | -20.51% | -5.59% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -30.32% | -3.12% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | -30.32% | -3.12% |
Current DrawdownCurrent decline from peak | -5.44% | -2.37% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -7.26% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 3.74% | +0.65% |
Volatility
CSMCX vs. CMLIX - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) has a higher volatility of 5.52% compared to Congress Large Cap Growth Fund (CMLIX) at 4.70%. This indicates that CSMCX's price experiences larger fluctuations and is considered to be riskier than CMLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSMCX | CMLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 4.70% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 16.34% | 12.04% | +4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.99% | 14.94% | +7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.72% | 19.21% | +3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.44% | 20.25% | +2.19% |
CSMCX vs. CMLIX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is higher than CMLIX's 0.68% expense ratio.
Dividends
CSMCX vs. CMLIX - Dividend Comparison
CSMCX's dividend yield for the trailing twelve months is around 2.05%, less than CMLIX's 6.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | 6.96% | 7.28% | 11.88% | 3.55% | 4.70% | 10.27% | 8.46% | 14.97% | 6.31% | 1.89% | 1.22% | 3.17% |
CSMCX Congress Small Cap Growth Fund | 2.05% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
Frequently Asked Questions
CSMCX and CMLIX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSMCX has higher volatility (5.52%) compared to CMLIX (4.70%). In terms of maximum drawdown, CSMCX dropped -56.20% vs CMLIX's -30.32%.
CSMCX currently has the higher Sharpe Ratio (0.81 vs 0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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