CSMCX vs. NEAGX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Needham Aggressive Growth Fund (NEAGX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMCX or NEAGX.
Key characteristics
| CSMCX | NEAGX | |
|---|---|---|
| YTD Return | 8.40% | 21.23% |
| 1Y Return | 19.52% | 56.94% |
| 3Y Return (Ann) | 4.75% | 16.59% |
| 5Y Return (Ann) | 15.35% | 25.28% |
| 10Y Return (Ann) | 12.55% | 15.93% |
| Sharpe Ratio | 1.09 | 2.92 |
| Daily Std Dev | 17.09% | 19.57% |
| Max Drawdown | -56.20% | -41.80% |
| Current Drawdown | -8.61% | 0.00% |
Correlation
The correlation between CSMCX and NEAGX is 0.85, 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. NEAGX - Performance Comparison
In the year-to-date period, CSMCX achieves a 8.40% return, which is significantly lower than NEAGX's 21.23% return. Over the past 10 years, CSMCX has underperformed NEAGX with an annualized return of 12.55%, while NEAGX has yielded a comparatively higher 15.93% annualized 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. NEAGX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Risk-Adjusted Performance
CSMCX vs. NEAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Needham Aggressive Growth Fund (NEAGX). 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. NEAGX - Dividend Comparison
Neither CSMCX nor NEAGX 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% |
NEAGX Needham Aggressive Growth Fund | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% | 3.02% | 0.00% |
Drawdowns
CSMCX vs. NEAGX - Drawdown Comparison
The maximum CSMCX drawdown since its inception was -56.20%, which is greater than NEAGX's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for CSMCX and NEAGX. For additional features, visit the drawdowns tool.
Volatility
CSMCX vs. NEAGX - Volatility Comparison
The current volatility for Congress Small Cap Growth Fund (CSMCX) is 5.12%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 7.24%. This indicates that CSMCX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.