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.
Performance
FTXNX vs. CSMCX - Performance Comparison
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FTXNX vs. CSMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 1.90% | 12.10% | 28.50% | 32.77% | -27.66% | 25.16% | 50.97% | 18.83% | -3.91% |
CSMCX Congress Small Cap Growth Fund | -1.19% | 8.37% | 18.65% | 20.27% | -26.21% | 39.30% | 39.11% | 36.12% | -1.45% |
Returns By Period
In the year-to-date period, FTXNX achieves a 1.90% return, which is significantly higher than CSMCX's -1.19% return.
FTXNX
- 1D
- 5.48%
- 1M
- -7.16%
- YTD
- 1.90%
- 6M
- 3.24%
- 1Y
- 33.07%
- 3Y*
- 19.98%
- 5Y*
- 9.94%
- 10Y*
- —
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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FTXNX vs. CSMCX - Expense Ratio Comparison
FTXNX has a 1.44% expense ratio, which is higher than CSMCX's 1.00% expense ratio.
Return for Risk
FTXNX vs. CSMCX — Risk / Return Rank
FTXNX
CSMCX
FTXNX vs. CSMCX - Risk-Adjusted Trends 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.
| FTXNX | CSMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.71 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.18 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.15 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.30 | +0.79 |
Martin ratioReturn relative to average drawdown | 8.42 | 4.06 | +4.36 |
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
| FTXNX | CSMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.71 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.31 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.03 |
Correlation
The correlation between FTXNX and CSMCX is 0.88, 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
FTXNX vs. CSMCX - Dividend Comparison
FTXNX has not paid dividends to shareholders, while CSMCX's dividend yield for the trailing twelve months is around 2.37%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 17.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FTXNX vs. CSMCX - Drawdown Comparison
The maximum FTXNX drawdown since its inception was -45.22%, smaller than the maximum CSMCX drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for FTXNX and CSMCX.
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Drawdown Indicators
| FTXNX | CSMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.22% | -56.20% | +10.98% |
Max Drawdown (1Y)Largest decline over 1 year | -15.80% | -13.63% | -2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -39.68% | -33.44% | -6.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.44% | — |
Current DrawdownCurrent decline from peak | -7.61% | -10.95% | +3.34% |
Average DrawdownAverage peak-to-trough decline | -12.82% | -9.44% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 4.38% | -0.45% |
Volatility
FTXNX vs. CSMCX - Volatility Comparison
Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) has a higher volatility of 12.44% compared to Congress Small Cap Growth Fund (CSMCX) at 7.65%. This indicates that FTXNX'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
| FTXNX | CSMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.44% | 7.65% | +4.79% |
Volatility (6M)Calculated over the trailing 6-month period | 21.02% | 15.43% | +5.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.18% | 24.70% | +5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.55% | 22.35% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.67% | 22.31% | +5.36% |