IMIDX vs. OEGYX
Compare and contrast key facts about Congress Mid Cap Growth Fund (IMIDX) and Invesco Discovery Mid Cap Growth Fund (OEGYX).
IMIDX is managed by Congress. It was launched on Oct 31, 2012. OEGYX is managed by Invesco. It was launched on Nov 1, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMIDX or OEGYX.
Key characteristics
| IMIDX | OEGYX | |
|---|---|---|
| YTD Return | 3.33% | 14.48% |
| 1Y Return | 10.60% | 21.07% |
| 3Y Return (Ann) | -2.96% | -3.25% |
| 5Y Return (Ann) | 10.04% | 9.97% |
| 10Y Return (Ann) | 10.40% | 10.84% |
| Sharpe Ratio | 0.73 | 1.22 |
| Daily Std Dev | 16.31% | 17.70% |
| Max Drawdown | -35.15% | -53.44% |
| Current Drawdown | -14.61% | -14.97% |
Correlation
The correlation between IMIDX and OEGYX 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.
Performance
IMIDX vs. OEGYX - Performance Comparison
In the year-to-date period, IMIDX achieves a 3.33% return, which is significantly lower than OEGYX's 14.48% return. Both investments have delivered pretty close results over the past 10 years, with IMIDX having a 10.40% annualized return and OEGYX not far ahead at 10.84%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IMIDX vs. OEGYX - Expense Ratio Comparison
IMIDX has a 0.79% expense ratio, which is higher than OEGYX's 0.78% expense ratio.
Risk-Adjusted Performance
IMIDX vs. OEGYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) and Invesco Discovery Mid Cap Growth Fund (OEGYX). 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. OEGYX - Dividend Comparison
IMIDX's dividend yield for the trailing twelve months is around 6.07%, while OEGYX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMIDX Congress Mid Cap Growth Fund | 6.07% | 6.27% | 5.80% | 12.29% | 2.06% | 5.41% | 2.99% | 0.04% | 1.11% | 0.80% | 3.96% | 1.54% |
OEGYX Invesco Discovery Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 16.02% | 3.08% | 3.85% | 9.31% | 8.34% | 0.81% | 3.88% | 9.75% | 4.15% |
Drawdowns
IMIDX vs. OEGYX - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -35.15%, smaller than the maximum OEGYX drawdown of -53.44%. Use the drawdown chart below to compare losses from any high point for IMIDX and OEGYX. For additional features, visit the drawdowns tool.
Volatility
IMIDX vs. OEGYX - Volatility Comparison
The current volatility for Congress Mid Cap Growth Fund (IMIDX) is 5.11%, while Invesco Discovery Mid Cap Growth Fund (OEGYX) has a volatility of 5.73%. This indicates that IMIDX experiences smaller price fluctuations and is considered to be less risky than OEGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.