IMIDX vs. CSMCX
Compare and contrast key facts about Congress Mid Cap Growth Fund (IMIDX) and Congress Small Cap Growth Fund (CSMCX).
IMIDX is managed by Congress. It was launched on Oct 31, 2012. CSMCX is managed by Congress. It was launched on Dec 9, 1999.
Performance
IMIDX vs. CSMCX - Performance Comparison
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IMIDX vs. CSMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | -2.83% | -4.88% | 18.11% | 16.29% | -26.94% | 29.42% | 30.57% | 42.36% | -4.98% | 15.91% |
CSMCX Congress Small Cap Growth Fund | -4.16% | 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, IMIDX achieves a -2.83% return, which is significantly higher than CSMCX's -4.16% return. Over the past 10 years, IMIDX has underperformed CSMCX with an annualized return of 10.30%, while CSMCX has yielded a comparatively higher 14.81% annualized return.
IMIDX
- 1D
- -2.11%
- 1M
- -8.66%
- YTD
- -2.83%
- 6M
- -9.79%
- 1Y
- 3.14%
- 3Y*
- 5.88%
- 5Y*
- 2.23%
- 10Y*
- 10.30%
CSMCX
- 1D
- -1.87%
- 1M
- -10.78%
- YTD
- -4.16%
- 6M
- -7.71%
- 1Y
- 13.98%
- 3Y*
- 9.97%
- 5Y*
- 6.50%
- 10Y*
- 14.81%
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IMIDX vs. CSMCX - Expense Ratio Comparison
IMIDX has a 0.79% expense ratio, which is lower than CSMCX's 1.00% expense ratio.
Return for Risk
IMIDX vs. CSMCX — Risk / Return Rank
IMIDX
CSMCX
IMIDX vs. CSMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) 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.
| IMIDX | CSMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.58 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.00 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.13 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.14 | 0.87 | -0.73 |
Martin ratioReturn relative to average drawdown | 0.35 | 2.74 | -2.39 |
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 | CSMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.58 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.29 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.67 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.55 | +0.04 |
Correlation
The correlation between IMIDX 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
IMIDX vs. CSMCX - Dividend Comparison
IMIDX's dividend yield for the trailing twelve months is around 13.66%, more than CSMCX's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | 13.66% | 13.27% | 27.75% | 6.27% | 5.80% | 12.29% | 2.06% | 10.80% | 2.99% | 0.04% | 1.11% | 0.80% |
CSMCX Congress Small Cap Growth Fund | 2.44% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
Drawdowns
IMIDX vs. CSMCX - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -35.15%, smaller than the maximum CSMCX drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for IMIDX and CSMCX.
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Drawdown Indicators
| IMIDX | CSMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.15% | -56.20% | +21.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -13.63% | +1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -34.88% | -33.44% | -1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -35.15% | -33.44% | -1.71% |
Current DrawdownCurrent decline from peak | -13.30% | -13.63% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -9.44% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 4.32% | +0.32% |
Volatility
IMIDX vs. CSMCX - Volatility Comparison
Congress Mid Cap Growth Fund (IMIDX) and Congress Small Cap Growth Fund (CSMCX) have volatilities of 6.85% and 6.77%, 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.
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Volatility by Period
| IMIDX | CSMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 6.77% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.52% | 15.11% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.45% | 24.56% | -4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.12% | 22.31% | -1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 22.29% | -1.36% |