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.
Performance
CSMCX vs. FCAGX - Performance Comparison
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CSMCX vs. FCAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | -1.19% | 8.37% | 18.65% | 20.27% | -26.21% | 39.30% | 39.11% | 36.12% | 2.51% | 22.58% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | -0.87% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.62% |
Returns By Period
In the year-to-date period, CSMCX achieves a -1.19% return, which is significantly lower than FCAGX's -0.87% return. Over the past 10 years, CSMCX has outperformed FCAGX with an annualized return of 15.16%, while FCAGX has yielded a comparatively lower 13.00% annualized return.
CSMCX
- 1D
- 3.10%
- 1M
- -8.10%
- YTD
- -1.19%
- 6M
- -5.08%
- 1Y
- 16.76%
- 3Y*
- 11.10%
- 5Y*
- 6.79%
- 10Y*
- 15.16%
FCAGX
- 1D
- 4.98%
- 1M
- -6.49%
- YTD
- -0.87%
- 6M
- 2.10%
- 1Y
- 23.76%
- 3Y*
- 13.57%
- 5Y*
- 3.87%
- 10Y*
- 13.00%
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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.
Return for Risk
CSMCX vs. FCAGX — Risk / Return Rank
CSMCX
FCAGX
CSMCX vs. FCAGX - Risk-Adjusted Trends 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.
| CSMCX | FCAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.95 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.45 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.68 | -0.37 |
Martin ratioReturn relative to average drawdown | 4.06 | 6.23 | -2.17 |
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
| CSMCX | FCAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.95 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.17 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.57 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.46 | +0.09 |
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.
Dividends
CSMCX vs. FCAGX - Dividend Comparison
CSMCX's dividend yield for the trailing twelve months is around 2.37%, less than FCAGX's 7.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 2.37% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 7.01% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
Drawdowns
CSMCX vs. FCAGX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -56.20%, smaller than the maximum FCAGX drawdown of -61.19%. Use the drawdown chart below to compare losses from any high point for CSMCX and FCAGX.
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Drawdown Indicators
| CSMCX | FCAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.20% | -61.19% | +4.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -13.76% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -39.13% | +5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | -39.13% | +5.69% |
Current DrawdownCurrent decline from peak | -10.95% | -8.87% | -2.08% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -11.56% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 3.70% | +0.68% |
Volatility
CSMCX vs. FCAGX - Volatility Comparison
The current volatility for Congress Small Cap Growth Fund (CSMCX) is 7.65%, while Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a volatility of 9.90%. 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.
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Volatility by Period
| CSMCX | FCAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 9.90% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 15.43% | 16.76% | -1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.70% | 24.94% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 23.42% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 22.74% | -0.43% |