CSMCX vs. FCAGX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. FCAGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMCX or FCAGX.
Key characteristics
| CSMCX | FCAGX | |
|---|---|---|
| YTD Return | 18.91% | 22.62% |
| 1Y Return | 34.74% | 44.65% |
| 3Y Return (Ann) | 0.61% | -0.64% |
| 5Y Return (Ann) | 16.10% | 11.88% |
| 10Y Return (Ann) | 13.06% | 12.78% |
| Sharpe Ratio | 1.80 | 2.20 |
| Sortino Ratio | 2.51 | 2.97 |
| Omega Ratio | 1.31 | 1.37 |
| Calmar Ratio | 1.24 | 1.29 |
| Martin Ratio | 11.82 | 13.16 |
| Ulcer Index | 2.88% | 3.25% |
| Daily Std Dev | 18.89% | 19.43% |
| Max Drawdown | -56.20% | -59.24% |
| Current Drawdown | -1.24% | -2.14% |
Correlation
The correlation between CSMCX and FCAGX is 0.93, 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. FCAGX - Performance Comparison
In the year-to-date period, CSMCX achieves a 18.91% return, which is significantly lower than FCAGX's 22.62% return. Both investments have delivered pretty close results over the past 10 years, with CSMCX having a 13.06% annualized return and FCAGX not far behind at 12.78%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CSMCX vs. FCAGX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is lower than FCAGX's 1.29% expense ratio.
Risk-Adjusted Performance
CSMCX vs. FCAGX - Risk-Adjusted Performance Comparison
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.
Dividends
CSMCX vs. FCAGX - Dividend Comparison
CSMCX has not paid dividends to shareholders, while FCAGX's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 8.07% | 10.04% | 11.48% | 0.00% | 27.40% | 17.61% | 4.94% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 1.15% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% | 8.61% | 17.23% |
Drawdowns
CSMCX vs. FCAGX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -56.20%, smaller than 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.
Volatility
CSMCX vs. FCAGX - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) has a higher volatility of 4.49% compared to Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) at 4.14%. This indicates that CSMCX's price experiences larger fluctuations and is considered to be riskier than FCAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.