FTXNX vs. CSMCX
Compare and contrast key facts about Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) and Congress Small Cap Growth Fund (CSMCX).
FTXNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 21, 2017. 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: FTXNX or CSMCX.
Key characteristics
| FTXNX | CSMCX | |
|---|---|---|
| YTD Return | 28.39% | 26.28% |
| 1Y Return | 49.50% | 45.60% |
| 3Y Return (Ann) | -1.30% | -2.51% |
| 5Y Return (Ann) | 16.28% | 10.46% |
| Sharpe Ratio | 2.27 | 2.26 |
| Sortino Ratio | 3.06 | 3.11 |
| Omega Ratio | 1.38 | 1.38 |
| Calmar Ratio | 1.35 | 1.17 |
| Martin Ratio | 12.58 | 15.36 |
| Ulcer Index | 3.89% | 2.87% |
| Daily Std Dev | 21.62% | 19.47% |
| Max Drawdown | -48.79% | -59.87% |
| Current Drawdown | -3.84% | -8.43% |
Correlation
The correlation between FTXNX and CSMCX is 0.89, 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
FTXNX vs. CSMCX - Performance Comparison
In the year-to-date period, FTXNX achieves a 28.39% return, which is significantly higher than CSMCX's 26.28% 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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FTXNX vs. CSMCX - Expense Ratio Comparison
FTXNX has a 1.44% expense ratio, which is higher than CSMCX's 1.00% expense ratio.
Risk-Adjusted Performance
FTXNX vs. CSMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) 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
FTXNX vs. CSMCX - Dividend Comparison
Neither FTXNX nor CSMCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
FTXNX vs. CSMCX - Drawdown Comparison
The maximum FTXNX drawdown since its inception was -48.79%, smaller than the maximum CSMCX drawdown of -59.87%. Use the drawdown chart below to compare losses from any high point for FTXNX and CSMCX. For additional features, visit the drawdowns tool.
Volatility
FTXNX vs. CSMCX - Volatility Comparison
The current volatility for Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) is 5.78%, while Congress Small Cap Growth Fund (CSMCX) has a volatility of 6.55%. This indicates that FTXNX 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.