CSMCX vs. GTSGX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Madison Mid Cap Fund (GTSGX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Performance
CSMCX vs. GTSGX - Performance Comparison
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CSMCX vs. GTSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | -4.16% | 8.37% | 18.65% | 20.27% | -26.21% | 39.30% | 39.11% | 36.12% | 2.51% | 22.58% |
GTSGX Madison Mid Cap Fund | -6.46% | 1.62% | 10.24% | 26.51% | -13.60% | 26.31% | 9.45% | 33.53% | -1.60% | 15.65% |
Returns By Period
In the year-to-date period, CSMCX achieves a -4.16% return, which is significantly higher than GTSGX's -6.46% return. Over the past 10 years, CSMCX has outperformed GTSGX with an annualized return of 14.81%, while GTSGX has yielded a comparatively lower 9.90% annualized return.
CSMCX
- 1D
- -1.87%
- 1M
- -10.78%
- YTD
- -4.16%
- 6M
- -7.71%
- 1Y
- 13.98%
- 3Y*
- 9.97%
- 5Y*
- 6.50%
- 10Y*
- 14.81%
GTSGX
- 1D
- 0.00%
- 1M
- -9.39%
- YTD
- -6.46%
- 6M
- -7.55%
- 1Y
- -0.83%
- 3Y*
- 7.99%
- 5Y*
- 6.52%
- 10Y*
- 9.90%
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CSMCX vs. GTSGX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is higher than GTSGX's 0.95% expense ratio.
Return for Risk
CSMCX vs. GTSGX — Risk / Return Rank
CSMCX
GTSGX
CSMCX vs. GTSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Madison Mid Cap Fund (GTSGX). 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 | GTSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | -0.02 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.12 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.01 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | -0.17 | +1.04 |
Martin ratioReturn relative to average drawdown | 2.74 | -0.50 | +3.24 |
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 | GTSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | -0.02 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.38 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.55 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.14 | +0.41 |
Correlation
The correlation between CSMCX and GTSGX is 0.83, 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. GTSGX - Dividend Comparison
CSMCX's dividend yield for the trailing twelve months is around 2.44%, less than GTSGX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 2.44% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
GTSGX Madison Mid Cap Fund | 3.60% | 3.37% | 5.76% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% |
Drawdowns
CSMCX vs. GTSGX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -56.20%, smaller than the maximum GTSGX drawdown of -73.82%. Use the drawdown chart below to compare losses from any high point for CSMCX and GTSGX.
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Drawdown Indicators
| CSMCX | GTSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.20% | -73.82% | +17.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -11.99% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -21.94% | -11.50% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | -38.25% | +4.81% |
Current DrawdownCurrent decline from peak | -13.63% | -11.99% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -29.79% | +20.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 4.02% | +0.30% |
Volatility
CSMCX vs. GTSGX - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) has a higher volatility of 6.77% compared to Madison Mid Cap Fund (GTSGX) at 3.88%. This indicates that CSMCX's price experiences larger fluctuations and is considered to be riskier than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSMCX | GTSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 3.88% | +2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 15.11% | 9.91% | +5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.56% | 18.95% | +5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.31% | 17.33% | +4.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.29% | 18.00% | +4.29% |