IMIDX vs. KMKAX
Compare and contrast key facts about Congress Mid Cap Growth Fund (IMIDX) and Kinetics Market Opportunities Fund (KMKAX).
IMIDX is managed by Congress. It was launched on Oct 31, 2012. KMKAX is managed by Kinetics. It was launched on Jan 31, 2006.
Performance
IMIDX vs. KMKAX - Performance Comparison
Loading graphics...
IMIDX vs. KMKAX - 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% |
KMKAX Kinetics Market Opportunities Fund | 20.74% | -3.31% | 83.58% | -7.57% | 14.69% | 27.69% | 19.31% | 22.42% | -10.92% | 46.89% |
Returns By Period
In the year-to-date period, IMIDX achieves a -2.83% return, which is significantly lower than KMKAX's 20.74% return. Over the past 10 years, IMIDX has underperformed KMKAX with an annualized return of 10.30%, while KMKAX has yielded a comparatively higher 20.63% 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%
KMKAX
- 1D
- -4.58%
- 1M
- -7.38%
- YTD
- 20.74%
- 6M
- 11.41%
- 1Y
- 6.16%
- 3Y*
- 31.46%
- 5Y*
- 14.75%
- 10Y*
- 20.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IMIDX vs. KMKAX - Expense Ratio Comparison
IMIDX has a 0.79% expense ratio, which is lower than KMKAX's 1.65% expense ratio.
Return for Risk
IMIDX vs. KMKAX — Risk / Return Rank
IMIDX
KMKAX
IMIDX vs. KMKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) and Kinetics Market Opportunities Fund (KMKAX). 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 | KMKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.27 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.39 | 0.55 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.07 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.14 | 0.25 | -0.11 |
Martin ratioReturn relative to average drawdown | 0.35 | 0.45 | -0.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IMIDX | KMKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.27 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.56 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.88 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.56 | +0.03 |
Correlation
The correlation between IMIDX and KMKAX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IMIDX vs. KMKAX - Dividend Comparison
IMIDX's dividend yield for the trailing twelve months is around 13.66%, more than KMKAX's 0.50% 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% |
KMKAX Kinetics Market Opportunities Fund | 0.50% | 0.61% | 0.66% | 0.69% | 1.19% | 1.29% | 0.02% | 0.07% | 9.28% | 0.51% | 0.00% | 0.00% |
Drawdowns
IMIDX vs. KMKAX - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -35.15%, smaller than the maximum KMKAX drawdown of -65.57%. Use the drawdown chart below to compare losses from any high point for IMIDX and KMKAX.
Loading graphics...
Drawdown Indicators
| IMIDX | KMKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.15% | -65.57% | +30.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -19.64% | +7.54% |
Max Drawdown (5Y)Largest decline over 5 years | -34.88% | -31.56% | -3.32% |
Max Drawdown (10Y)Largest decline over 10 years | -35.15% | -31.56% | -3.59% |
Current DrawdownCurrent decline from peak | -13.30% | -11.68% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -15.53% | +8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 10.64% | -6.00% |
Volatility
IMIDX vs. KMKAX - Volatility Comparison
Congress Mid Cap Growth Fund (IMIDX) and Kinetics Market Opportunities Fund (KMKAX) have volatilities of 6.85% and 7.14%, 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.
Loading graphics...
Volatility by Period
| IMIDX | KMKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 7.14% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 13.52% | 17.82% | -4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.45% | 24.61% | -4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.12% | 26.43% | -5.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 23.39% | -2.46% |