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.
Performance
FCAGX vs. CSMCX - Performance Comparison
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FCAGX vs. CSMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | -0.87% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.62% |
CSMCX Congress Small Cap Growth Fund | -1.19% | 8.37% | 18.65% | 20.27% | -26.21% | 39.30% | 39.11% | 36.12% | 2.51% | 22.58% |
Returns By Period
In the year-to-date period, FCAGX achieves a -0.87% return, which is significantly higher than CSMCX's -1.19% return. Over the past 10 years, FCAGX has underperformed CSMCX with an annualized return of 13.00%, while CSMCX has yielded a comparatively higher 15.16% annualized return.
FCAGX
- 1D
- 4.98%
- 1M
- -6.49%
- YTD
- -0.87%
- 6M
- 2.10%
- 1Y
- 23.76%
- 3Y*
- 13.57%
- 5Y*
- 3.87%
- 10Y*
- 13.00%
CSMCX
- 1D
- 3.10%
- 1M
- -8.10%
- YTD
- -1.19%
- 6M
- -5.08%
- 1Y
- 16.76%
- 3Y*
- 11.10%
- 5Y*
- 6.79%
- 10Y*
- 15.16%
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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.
Return for Risk
FCAGX vs. CSMCX — Risk / Return Rank
FCAGX
CSMCX
FCAGX vs. CSMCX - Risk-Adjusted Trends 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.
| FCAGX | CSMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.71 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.18 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.30 | +0.37 |
Martin ratioReturn relative to average drawdown | 6.23 | 4.06 | +2.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCAGX | CSMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.71 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.31 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.68 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.56 | -0.09 |
Correlation
The correlation between FCAGX and CSMCX is 0.93, 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.
Dividends
FCAGX vs. CSMCX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 7.01%, more than CSMCX's 2.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 7.01% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
CSMCX Congress Small Cap Growth Fund | 2.37% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
Drawdowns
FCAGX vs. CSMCX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -61.19%, which is greater than CSMCX's maximum drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for FCAGX and CSMCX.
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Drawdown Indicators
| FCAGX | CSMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.19% | -56.20% | -4.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -13.63% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -39.13% | -33.44% | -5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -33.44% | -5.69% |
Current DrawdownCurrent decline from peak | -8.87% | -10.95% | +2.08% |
Average DrawdownAverage peak-to-trough decline | -11.56% | -9.44% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 4.38% | -0.68% |
Volatility
FCAGX vs. CSMCX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 9.90% compared to Congress Small Cap Growth Fund (CSMCX) at 7.65%. 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.
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Volatility by Period
| FCAGX | CSMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.90% | 7.65% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 16.76% | 15.43% | +1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 24.70% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 22.35% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.74% | 22.31% | +0.43% |