CSMCX vs. FCPGX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Fidelity Small Cap Growth Fund (FCPGX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. FCPGX 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 FCPGX.
Key characteristics
| CSMCX | FCPGX | |
|---|---|---|
| YTD Return | 8.40% | 12.89% |
| 1Y Return | 19.52% | 29.65% |
| 3Y Return (Ann) | 4.75% | 2.56% |
| 5Y Return (Ann) | 15.35% | 11.28% |
| 10Y Return (Ann) | 12.55% | 12.96% |
| Sharpe Ratio | 1.09 | 1.57 |
| Daily Std Dev | 17.09% | 17.68% |
| Max Drawdown | -56.20% | -59.11% |
| Current Drawdown | -8.61% | -9.36% |
Correlation
The correlation between CSMCX and FCPGX 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. FCPGX - Performance Comparison
In the year-to-date period, CSMCX achieves a 8.40% return, which is significantly lower than FCPGX's 12.89% return. Both investments have delivered pretty close results over the past 10 years, with CSMCX having a 12.55% annualized return and FCPGX not far ahead at 12.96%. 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. FCPGX - Expense Ratio Comparison
Both CSMCX and FCPGX have an expense ratio of 1.00%.
Risk-Adjusted Performance
CSMCX vs. FCPGX - Risk-Adjusted Performance Comparison
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.
Dividends
CSMCX vs. FCPGX - Dividend Comparison
Neither CSMCX nor FCPGX has paid dividends to shareholders.
| 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% |
FCPGX Fidelity Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 0.76% | 4.32% | 8.37% | 16.99% |
Drawdowns
CSMCX vs. FCPGX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -56.20%, 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.
Volatility
CSMCX vs. FCPGX - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) and Fidelity Small Cap Growth Fund (FCPGX) have volatilities of 5.12% and 5.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.