FCAGX vs. CSMCX

The year-to-date returns for both stocks are quite close, with FCAGX having a 20.69% return and CSMCX slightly lower at 20.36%. Over the past 10 years, FCAGX has outperformed CSMCX with an annualized return of 6.21%, while CSMCX has yielded a comparatively lower 4.67% annualized return.

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FCAGX has a 1.29% expense ratio, which is higher than CSMCX's 1.00% expense ratio.

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.

The current FCAGX Sharpe Ratio is 1.15, which is comparable to the CSMCX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of FCAGX and CSMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCAGX's dividend yield for the trailing twelve months is around 0.72%, while CSMCX has not paid dividends to shareholders.

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.

Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 5.93% compared to Congress Small Cap Growth Fund (CSMCX) at 5.23%. This indicates that FCAGX's price experiences larger fluctuations and is considered to be riskier than CSMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.