CSMCX vs. FCPGX

The year-to-date returns for both investments are quite close, with CSMCX having a 20.36% return and FCPGX slightly higher at 20.94%. Over the past 10 years, CSMCX has underperformed FCPGX with an annualized return of 4.67%, while FCPGX has yielded a comparatively higher 6.73% annualized return.

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Both CSMCX and FCPGX have an expense ratio of 1.00%.

This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Fidelity Small Cap Growth Fund (FCPGX). 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 FCPGX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of CSMCX and FCPGX, 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 FCPGX's dividend yield for the trailing twelve months is around 0.84%.

The maximum CSMCX drawdown since its inception was -59.87%, roughly equal to the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for CSMCX and FCPGX. For additional features, visit the drawdowns tool.

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