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CSMCX vs. OBMCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CSMCX and OBMCX 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.


-0.50.00.51.00.8

Performance

CSMCX vs. OBMCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Congress Small Cap Growth Fund (CSMCX) and Oberweis Micro Cap Fund (OBMCX). The values are adjusted to include any dividend payments, if applicable.

180.00%200.00%220.00%240.00%260.00%280.00%SeptemberOctoberNovemberDecember2025February
254.31%
208.97%
CSMCX
OBMCX

Key characteristics

Sharpe Ratio

CSMCX:

1.10

OBMCX:

0.74

Sortino Ratio

CSMCX:

1.60

OBMCX:

1.13

Omega Ratio

CSMCX:

1.20

OBMCX:

1.14

Calmar Ratio

CSMCX:

0.73

OBMCX:

0.79

Martin Ratio

CSMCX:

6.13

OBMCX:

3.46

Ulcer Index

CSMCX:

3.43%

OBMCX:

4.87%

Daily Std Dev

CSMCX:

19.26%

OBMCX:

22.86%

Max Drawdown

CSMCX:

-59.87%

OBMCX:

-81.09%

Current Drawdown

CSMCX:

-13.96%

OBMCX:

-11.36%

Returns By Period

In the year-to-date period, CSMCX achieves a -0.00% return, which is significantly higher than OBMCX's -2.00% return. Over the past 10 years, CSMCX has underperformed OBMCX with an annualized return of 3.89%, while OBMCX has yielded a comparatively higher 10.14% annualized return.


CSMCX

YTD

-0.00%

1M

-5.36%

6M

1.03%

1Y

19.02%

5Y*

9.85%

10Y*

3.89%

OBMCX

YTD

-2.00%

1M

-6.62%

6M

-0.38%

1Y

18.54%

5Y*

14.96%

10Y*

10.14%

*Annualized

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CSMCX vs. OBMCX - Expense Ratio Comparison

CSMCX has a 1.00% expense ratio, which is lower than OBMCX's 1.48% expense ratio.


Expense ratio chart for OBMCX: current value at 1.48% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.48%
Expense ratio chart for CSMCX: current value at 1.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.00%

Risk-Adjusted Performance

CSMCX vs. OBMCX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSMCX
The Risk-Adjusted Performance Rank of CSMCX is 6060
Overall Rank
The Sharpe Ratio Rank of CSMCX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of CSMCX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of CSMCX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of CSMCX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of CSMCX is 7272
Martin Ratio Rank

OBMCX
The Risk-Adjusted Performance Rank of OBMCX is 4444
Overall Rank
The Sharpe Ratio Rank of OBMCX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of OBMCX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of OBMCX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of OBMCX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of OBMCX is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CSMCX vs. OBMCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Congress Small Cap Growth Fund (CSMCX) and Oberweis Micro Cap Fund (OBMCX). 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 chart of Sharpe ratio for CSMCX, currently valued at 1.10, compared to the broader market-1.000.001.002.003.004.001.100.74
The chart of Sortino ratio for CSMCX, currently valued at 1.60, compared to the broader market0.002.004.006.008.0010.0012.001.601.13
The chart of Omega ratio for CSMCX, currently valued at 1.20, compared to the broader market1.002.003.004.001.201.14
The chart of Calmar ratio for CSMCX, currently valued at 0.73, compared to the broader market0.005.0010.0015.0020.000.730.79
The chart of Martin ratio for CSMCX, currently valued at 6.13, compared to the broader market0.0020.0040.0060.0080.006.133.46
CSMCX
OBMCX

The current CSMCX Sharpe Ratio is 1.10, which is higher than the OBMCX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of CSMCX and OBMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
1.10
0.74
CSMCX
OBMCX

Dividends

CSMCX vs. OBMCX - Dividend Comparison

Neither CSMCX nor OBMCX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
CSMCX
Congress Small Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.02%
OBMCX
Oberweis Micro Cap Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CSMCX vs. OBMCX - Drawdown Comparison

The maximum CSMCX drawdown since its inception was -59.87%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for CSMCX and OBMCX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-13.96%
-11.36%
CSMCX
OBMCX

Volatility

CSMCX vs. OBMCX - Volatility Comparison

The current volatility for Congress Small Cap Growth Fund (CSMCX) is 6.25%, while Oberweis Micro Cap Fund (OBMCX) has a volatility of 7.06%. This indicates that CSMCX experiences smaller price fluctuations and is considered to be less risky than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%SeptemberOctoberNovemberDecember2025February
6.25%
7.06%
CSMCX
OBMCX