IMIDX vs. BBGSX
Compare and contrast key facts about Congress Mid Cap Growth Fund (IMIDX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX).
IMIDX is managed by Congress. It was launched on Oct 31, 2012. BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015.
Performance
IMIDX vs. BBGSX - Performance Comparison
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IMIDX vs. BBGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | 1.31% | -4.88% | 18.11% | 16.29% | -26.94% | 29.42% | 30.57% | 42.36% | -4.98% | 15.91% |
BBGSX Bridge Builder Small/Mid Cap Growth Fund | -4.24% | 0.99% | 14.47% | 20.98% | -29.84% | 16.57% | 34.41% | 29.01% | -2.18% | 21.47% |
Returns By Period
In the year-to-date period, IMIDX achieves a 1.31% return, which is significantly higher than BBGSX's -4.24% return. Over the past 10 years, IMIDX has outperformed BBGSX with an annualized return of 10.76%, while BBGSX has yielded a comparatively lower 9.70% annualized return.
IMIDX
- 1D
- 4.25%
- 1M
- -5.28%
- YTD
- 1.31%
- 6M
- -5.75%
- 1Y
- 6.85%
- 3Y*
- 7.36%
- 5Y*
- 2.77%
- 10Y*
- 10.76%
BBGSX
- 1D
- 3.72%
- 1M
- -7.80%
- YTD
- -4.24%
- 6M
- -10.70%
- 1Y
- 6.56%
- 3Y*
- 7.55%
- 5Y*
- 1.00%
- 10Y*
- 9.70%
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IMIDX vs. BBGSX - Expense Ratio Comparison
IMIDX has a 0.79% expense ratio, which is higher than BBGSX's 0.38% expense ratio.
Return for Risk
IMIDX vs. BBGSX — Risk / Return Rank
IMIDX
BBGSX
IMIDX vs. BBGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX). 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.
| IMIDX | BBGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.31 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.68 | 0.60 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.23 | +0.42 |
Martin ratioReturn relative to average drawdown | 1.68 | 0.70 | +0.98 |
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
| IMIDX | BBGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.31 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.05 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.47 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.46 | +0.15 |
Correlation
The correlation between IMIDX and BBGSX is 0.92, 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
IMIDX vs. BBGSX - Dividend Comparison
IMIDX's dividend yield for the trailing twelve months is around 13.10%, while BBGSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | 13.10% | 13.27% | 27.75% | 6.27% | 5.80% | 12.29% | 2.06% | 10.80% | 2.99% | 0.04% | 1.11% | 0.80% |
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.58% | 0.32% | 0.19% | 18.00% | 12.59% | 4.07% | 6.12% | 1.09% | 0.36% | 0.00% |
Drawdowns
IMIDX vs. BBGSX - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -35.15%, smaller than the maximum BBGSX drawdown of -37.95%. Use the drawdown chart below to compare losses from any high point for IMIDX and BBGSX.
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Drawdown Indicators
| IMIDX | BBGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.15% | -37.95% | +2.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -16.72% | +4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -34.88% | -37.95% | +3.07% |
Max Drawdown (10Y)Largest decline over 10 years | -35.15% | -37.95% | +2.80% |
Current DrawdownCurrent decline from peak | -9.61% | -13.62% | +4.01% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -9.62% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 5.45% | -0.78% |
Volatility
IMIDX vs. BBGSX - Volatility Comparison
Congress Mid Cap Growth Fund (IMIDX) has a higher volatility of 8.22% compared to Bridge Builder Small/Mid Cap Growth Fund (BBGSX) at 7.62%. This indicates that IMIDX's price experiences larger fluctuations and is considered to be riskier than BBGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMIDX | BBGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 7.62% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 14.20% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 22.60% | -1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.20% | 21.65% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 20.91% | +0.07% |