IMIDX vs. FSPGX
Compare and contrast key facts about Congress Mid Cap Growth Fund (IMIDX) and Fidelity Large Cap Growth Index Fund (FSPGX).
IMIDX is managed by Congress. It was launched on Oct 31, 2012. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMIDX or FSPGX.
Performance
IMIDX vs. FSPGX - Performance Comparison
Returns By Period
In the year-to-date period, IMIDX achieves a 7.07% return, which is significantly lower than FSPGX's 30.47% return.
IMIDX
7.07%
-0.26%
2.01%
8.75%
4.83%
7.58%
FSPGX
30.47%
2.78%
14.28%
36.29%
19.60%
N/A
Key characteristics
| IMIDX | FSPGX | |
|---|---|---|
| Sharpe Ratio | 0.57 | 2.24 |
| Sortino Ratio | 0.88 | 2.91 |
| Omega Ratio | 1.11 | 1.41 |
| Calmar Ratio | 0.25 | 2.87 |
| Martin Ratio | 2.09 | 11.26 |
| Ulcer Index | 4.40% | 3.35% |
| Daily Std Dev | 16.06% | 16.83% |
| Max Drawdown | -42.14% | -32.66% |
| Current Drawdown | -30.10% | -1.31% |
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IMIDX vs. FSPGX - Expense Ratio Comparison
IMIDX has a 0.79% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Correlation
The correlation between IMIDX and FSPGX is 0.85, 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.
Risk-Adjusted Performance
IMIDX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
IMIDX vs. FSPGX - Dividend Comparison
IMIDX has not paid dividends to shareholders, while FSPGX's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 2.06% | 5.40% | 2.99% | 0.04% | 1.11% | 0.80% | 3.97% | 1.54% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.43% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMIDX vs. FSPGX - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -42.14%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for IMIDX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
IMIDX vs. FSPGX - Volatility Comparison
Congress Mid Cap Growth Fund (IMIDX) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 5.46% and 5.58%, 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.