CSMCX vs. FTXNX

In the year-to-date period, CSMCX achieves a 20.36% return, which is significantly lower than FTXNX's 30.77% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CSMCX has a 1.00% expense ratio, which is lower than FTXNX's 1.44% expense ratio.

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.

The current CSMCX Sharpe Ratio is 1.07, which is comparable to the FTXNX Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of CSMCX and FTXNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CSMCX nor FTXNX has paid dividends to shareholders.

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.

The current volatility for Congress Small Cap Growth Fund (CSMCX) is 5.23%, while Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) has a volatility of 6.35%. 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.