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.
Performance
CSMCX vs. FTXNX - Performance Comparison
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CSMCX vs. FTXNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | -1.19% | 8.37% | 18.65% | 20.27% | -26.21% | 39.30% | 39.11% | 36.12% | -1.45% |
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 1.90% | 12.10% | 28.50% | 32.77% | -27.66% | 25.16% | 50.97% | 18.83% | -3.91% |
Returns By Period
In the year-to-date period, CSMCX achieves a -1.19% return, which is significantly lower than FTXNX's 1.90% 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%
FTXNX
- 1D
- 5.48%
- 1M
- -7.16%
- YTD
- 1.90%
- 6M
- 3.24%
- 1Y
- 33.07%
- 3Y*
- 19.98%
- 5Y*
- 9.94%
- 10Y*
- —
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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.
Return for Risk
CSMCX vs. FTXNX — Risk / Return Rank
CSMCX
FTXNX
CSMCX vs. FTXNX - Risk-Adjusted Trends 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.
| CSMCX | FTXNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.14 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.64 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.09 | -0.79 |
Martin ratioReturn relative to average drawdown | 4.06 | 8.42 | -4.36 |
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 | FTXNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.14 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.38 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between CSMCX and FTXNX is 0.88, 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. FTXNX - Dividend Comparison
CSMCX's dividend yield for the trailing twelve months is around 2.37%, while FTXNX has not paid dividends to shareholders.
| 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% |
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 17.21% | 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 -56.20%, which is greater than FTXNX's maximum drawdown of -45.22%. Use the drawdown chart below to compare losses from any high point for CSMCX and FTXNX.
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Drawdown Indicators
| CSMCX | FTXNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.20% | -45.22% | -10.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -15.80% | +2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -39.68% | +6.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | — | — |
Current DrawdownCurrent decline from peak | -10.95% | -7.61% | -3.34% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -12.82% | +3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 3.93% | +0.45% |
Volatility
CSMCX vs. FTXNX - Volatility Comparison
The current volatility for Congress Small Cap Growth Fund (CSMCX) is 7.65%, while Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) has a volatility of 12.44%. This indicates that CSMCX experiences smaller price fluctuations and is considered to be less risky than FTXNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSMCX | FTXNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 12.44% | -4.79% |
Volatility (6M)Calculated over the trailing 6-month period | 15.43% | 21.02% | -5.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.70% | 30.18% | -5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 26.55% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 27.67% | -5.36% |