CSMCX vs. IIVAX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Transamerica Small/Mid Cap Value Fund (IIVAX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. IIVAX is managed by Transamerica. It was launched on Apr 2, 2001.
Performance
CSMCX vs. IIVAX - Performance Comparison
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CSMCX vs. IIVAX - 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% |
IIVAX Transamerica Small/Mid Cap Value Fund | 0.78% | 9.49% | 8.57% | 12.02% | -8.35% | 27.49% | 3.25% | 24.62% | -11.87% | 15.16% |
Returns By Period
In the year-to-date period, CSMCX achieves a -4.16% return, which is significantly lower than IIVAX's 0.78% return. Over the past 10 years, CSMCX has outperformed IIVAX with an annualized return of 14.81%, while IIVAX has yielded a comparatively lower 9.33% 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%
IIVAX
- 1D
- -0.19%
- 1M
- -6.68%
- YTD
- 0.78%
- 6M
- 2.98%
- 1Y
- 13.12%
- 3Y*
- 9.96%
- 5Y*
- 6.32%
- 10Y*
- 9.33%
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CSMCX vs. IIVAX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is lower than IIVAX's 1.23% expense ratio.
Return for Risk
CSMCX vs. IIVAX — Risk / Return Rank
CSMCX
IIVAX
CSMCX vs. IIVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Transamerica Small/Mid Cap Value Fund (IIVAX). 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 | IIVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.74 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.00 | 1.16 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.92 | -0.05 |
Martin ratioReturn relative to average drawdown | 2.74 | 3.62 | -0.88 |
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 | IIVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.74 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.34 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.46 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.48 | +0.07 |
Correlation
The correlation between CSMCX and IIVAX is 0.84, 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. IIVAX - Dividend Comparison
CSMCX's dividend yield for the trailing twelve months is around 2.44%, less than IIVAX's 10.50% 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% |
IIVAX Transamerica Small/Mid Cap Value Fund | 10.50% | 10.58% | 12.75% | 4.83% | 9.72% | 10.94% | 0.48% | 3.17% | 12.58% | 13.20% | 5.91% | 9.34% |
Drawdowns
CSMCX vs. IIVAX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -56.20%, roughly equal to the maximum IIVAX drawdown of -57.38%. Use the drawdown chart below to compare losses from any high point for CSMCX and IIVAX.
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Drawdown Indicators
| CSMCX | IIVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.20% | -57.38% | +1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -12.98% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -23.12% | -10.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | -44.13% | +10.69% |
Current DrawdownCurrent decline from peak | -13.63% | -7.84% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -8.38% | -1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 3.30% | +1.02% |
Volatility
CSMCX vs. IIVAX - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) has a higher volatility of 6.77% compared to Transamerica Small/Mid Cap Value Fund (IIVAX) at 4.05%. This indicates that CSMCX's price experiences larger fluctuations and is considered to be riskier than IIVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSMCX | IIVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 4.05% | +2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 15.11% | 9.92% | +5.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.56% | 18.39% | +6.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.31% | 18.62% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.29% | 20.51% | +1.78% |