CSMCX vs. FTXNX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. FTXNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 21, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMCX or FTXNX.
Key characteristics
| CSMCX | FTXNX | |
|---|---|---|
| YTD Return | 25.97% | 29.65% |
| 1Y Return | 38.11% | 43.72% |
| 3Y Return (Ann) | -2.56% | -0.24% |
| 5Y Return (Ann) | 10.38% | 15.86% |
| Sharpe Ratio | 2.25 | 2.33 |
| Sortino Ratio | 3.09 | 3.13 |
| Omega Ratio | 1.38 | 1.39 |
| Calmar Ratio | 1.27 | 1.52 |
| Martin Ratio | 15.27 | 13.01 |
| Ulcer Index | 2.87% | 3.90% |
| Daily Std Dev | 19.50% | 21.72% |
| Max Drawdown | -59.87% | -48.79% |
| Current Drawdown | -8.65% | -2.90% |
Correlation
The correlation between CSMCX and FTXNX is 0.89, 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. FTXNX - Performance Comparison
In the year-to-date period, CSMCX achieves a 25.97% return, which is significantly lower than FTXNX's 29.65% return. 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. FTXNX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is lower than FTXNX's 1.44% expense ratio.
Risk-Adjusted Performance
CSMCX vs. FTXNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX). 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. FTXNX - Dividend Comparison
Neither CSMCX nor FTXNX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSMCX vs. FTXNX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -59.87%, which is greater than FTXNX's maximum drawdown of -48.79%. Use the drawdown chart below to compare losses from any high point for CSMCX and FTXNX. For additional features, visit the drawdowns tool.
Volatility
CSMCX vs. FTXNX - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) has a higher volatility of 6.65% compared to Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) at 6.23%. This indicates that CSMCX's price experiences larger fluctuations and is considered to be riskier than FTXNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.