FCAGX vs. CSMCX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Congress Small Cap Growth Fund (CSMCX).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. CSMCX is managed by Congress. It was launched on Dec 9, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCAGX or CSMCX.
Key characteristics
| FCAGX | CSMCX | |
|---|---|---|
| YTD Return | 29.52% | 27.47% |
| 1Y Return | 54.96% | 48.16% |
| 3Y Return (Ann) | 0.00% | -2.11% |
| 5Y Return (Ann) | 6.72% | 10.66% |
| 10Y Return (Ann) | 7.48% | 3.72% |
| Sharpe Ratio | 2.67 | 2.41 |
| Sortino Ratio | 3.55 | 3.28 |
| Omega Ratio | 1.44 | 1.41 |
| Calmar Ratio | 1.25 | 1.25 |
| Martin Ratio | 16.27 | 16.38 |
| Ulcer Index | 3.26% | 2.87% |
| Daily Std Dev | 19.82% | 19.45% |
| Max Drawdown | -59.24% | -59.87% |
| Current Drawdown | -10.56% | -7.57% |
Correlation
The correlation between FCAGX and CSMCX is 0.92, 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
FCAGX vs. CSMCX - Performance Comparison
In the year-to-date period, FCAGX achieves a 29.52% return, which is significantly higher than CSMCX's 27.47% return. Over the past 10 years, FCAGX has outperformed CSMCX with an annualized return of 7.48%, while CSMCX has yielded a comparatively lower 3.72% 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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FCAGX vs. CSMCX - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is higher than CSMCX's 1.00% expense ratio.
Risk-Adjusted Performance
FCAGX vs. CSMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Congress Small Cap Growth Fund (CSMCX). 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
FCAGX vs. CSMCX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 0.67%, while CSMCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.61% | 17.23% |
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% | 0.00% |
Drawdowns
FCAGX vs. CSMCX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -59.24%, roughly equal to the maximum CSMCX drawdown of -59.87%. Use the drawdown chart below to compare losses from any high point for FCAGX and CSMCX. For additional features, visit the drawdowns tool.
Volatility
FCAGX vs. CSMCX - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) is 5.86%, while Congress Small Cap Growth Fund (CSMCX) has a volatility of 6.51%. This indicates that FCAGX experiences smaller price fluctuations and is considered to be less risky than CSMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.