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.
Performance
CSMCX vs. NEAGX - Performance Comparison
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CSMCX vs. NEAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | -1.19% | 8.37% | 18.65% | 20.27% | -26.21% | 39.30% | 39.11% | 36.12% | 2.51% | 22.58% |
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 8.75% |
Returns By Period
In the year-to-date period, CSMCX achieves a -1.19% return, which is significantly lower than NEAGX's 11.92% return. Over the past 10 years, CSMCX has underperformed NEAGX with an annualized return of 15.16%, while NEAGX has yielded a comparatively higher 18.04% annualized return.
CSMCX
- 1D
- 3.10%
- 1M
- -8.10%
- YTD
- -1.19%
- 6M
- -5.08%
- 1Y
- 16.76%
- 3Y*
- 11.10%
- 5Y*
- 6.79%
- 10Y*
- 15.16%
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
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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.
Return for Risk
CSMCX vs. NEAGX — Risk / Return Rank
CSMCX
NEAGX
CSMCX vs. NEAGX - Risk-Adjusted Trends 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.
| CSMCX | NEAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 2.14 | -1.43 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.71 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.38 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 4.27 | -2.96 |
Martin ratioReturn relative to average drawdown | 4.06 | 15.19 | -11.13 |
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 | NEAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 2.14 | -1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.62 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.76 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.59 | -0.03 |
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.
Dividends
CSMCX vs. NEAGX - Dividend Comparison
CSMCX's dividend yield for the trailing twelve months is around 2.37%, more than NEAGX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMCX Congress Small Cap Growth Fund | 2.37% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
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.
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Drawdown Indicators
| CSMCX | NEAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.20% | -41.80% | -14.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -14.01% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -33.44% | -36.31% | +2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -33.44% | -36.31% | +2.87% |
Current DrawdownCurrent decline from peak | -10.95% | -7.75% | -3.20% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -8.72% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 3.93% | +0.45% |
Volatility
CSMCX vs. NEAGX - Volatility Comparison
The current volatility for Congress Small Cap Growth Fund (CSMCX) is 7.65%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 11.64%. 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.
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Volatility by Period
| CSMCX | NEAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 11.64% | -3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 15.43% | 19.84% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.70% | 28.93% | -4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 24.33% | -1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 23.90% | -1.59% |