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 | 8.40% | 18.38% |
| 1Y Return | 19.52% | 46.90% |
| 3Y Return (Ann) | 4.75% | 9.78% |
| 5Y Return (Ann) | 15.35% | 18.78% |
| Sharpe Ratio | 1.09 | 2.17 |
| Daily Std Dev | 17.09% | 20.67% |
| Max Drawdown | -56.20% | -45.22% |
| Current Drawdown | -8.61% | -1.66% |
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 8.40% return, which is significantly lower than FTXNX's 18.38% 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 | 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% |
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 17.21% | 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 -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. For additional features, visit the drawdowns tool.
Volatility
CSMCX vs. FTXNX - Volatility Comparison
The current volatility for Congress Small Cap Growth Fund (CSMCX) is 5.12%, while Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) has a volatility of 6.66%. 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.