CSMCX vs. OBMCX
Compare and contrast key facts about Congress Small Cap Growth Fund (CSMCX) and Oberweis Micro Cap Fund (OBMCX).
CSMCX is managed by Congress. It was launched on Dec 9, 1999. OBMCX is managed by Oberweis. It was launched on Dec 29, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMCX or OBMCX.
Key characteristics
| CSMCX | OBMCX | |
|---|---|---|
| YTD Return | 27.47% | 25.45% |
| 1Y Return | 48.16% | 47.99% |
| 3Y Return (Ann) | -2.11% | 1.12% |
| 5Y Return (Ann) | 10.66% | 17.05% |
| 10Y Return (Ann) | 3.72% | 9.57% |
| Sharpe Ratio | 2.41 | 2.04 |
| Sortino Ratio | 3.28 | 2.78 |
| Omega Ratio | 1.41 | 1.34 |
| Calmar Ratio | 1.25 | 1.52 |
| Martin Ratio | 16.38 | 11.59 |
| Ulcer Index | 2.87% | 4.06% |
| Daily Std Dev | 19.45% | 23.07% |
| Max Drawdown | -59.87% | -81.09% |
| Current Drawdown | -7.57% | 0.00% |
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.
Performance
CSMCX vs. OBMCX - Performance Comparison
In the year-to-date period, CSMCX achieves a 27.47% return, which is significantly higher than OBMCX's 25.45% return. Over the past 10 years, CSMCX has underperformed OBMCX with an annualized return of 3.72%, while OBMCX has yielded a comparatively higher 9.57% 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. OBMCX - Expense Ratio Comparison
CSMCX has a 1.00% expense ratio, which is lower than OBMCX's 1.48% expense ratio.
Risk-Adjusted Performance
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.
Dividends
CSMCX vs. OBMCX - Dividend Comparison
Neither CSMCX nor OBMCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.02% |
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% |
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.
Volatility
CSMCX vs. OBMCX - Volatility Comparison
Congress Small Cap Growth Fund (CSMCX) and Oberweis Micro Cap Fund (OBMCX) have volatilities of 6.51% and 6.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.