CSMCX vs. FCAGX

The year-to-date returns for both investments are quite close, with CSMCX having a 20.36% return and FCAGX slightly higher at 20.69%. Over the past 10 years, CSMCX has underperformed FCAGX with an annualized return of 4.67%, while FCAGX has yielded a comparatively higher 6.21% annualized return.

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CSMCX has a 1.00% expense ratio, which is lower than FCAGX's 1.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX). 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.

The current CSMCX Sharpe Ratio is 1.07, which is comparable to the FCAGX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of CSMCX and FCAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CSMCX has not paid dividends to shareholders, while FCAGX's dividend yield for the trailing twelve months is around 0.72%.

The maximum CSMCX drawdown since its inception was -59.87%, roughly equal to the maximum FCAGX drawdown of -59.24%. Use the drawdown chart below to compare losses from any high point for CSMCX and FCAGX. For additional features, visit the drawdowns tool.

The current volatility for Congress Small Cap Growth Fund (CSMCX) is 5.23%, while Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a volatility of 5.93%. This indicates that CSMCX experiences smaller price fluctuations and is considered to be less risky than FCAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.