FCAGX vs. CSMCX

In the year-to-date period, FCAGX achieves a -8.93% return, which is significantly lower than CSMCX's -5.80% return. Over the past 10 years, FCAGX has outperformed CSMCX with an annualized return of 4.58%, while CSMCX has yielded a comparatively lower 3.37% 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 0.09, which is lower than the CSMCX Sharpe Ratio of 0.49. 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 0.82%, 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) and Congress Small Cap Growth Fund (CSMCX) have volatilities of 15.14% and 15.34%, 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.