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.
Correlation
The correlation between IMIDX and OEGYX is 0.91, 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
Key characteristics
IMIDX:
-0.30
OEGYX:
1.21
IMIDX:
-0.25
OEGYX:
1.69
IMIDX:
0.96
OEGYX:
1.22
IMIDX:
-0.16
OEGYX:
0.57
IMIDX:
-1.19
OEGYX:
6.55
IMIDX:
5.08%
OEGYX:
3.36%
IMIDX:
20.05%
OEGYX:
18.23%
IMIDX:
-42.14%
OEGYX:
-58.27%
IMIDX:
-38.90%
OEGYX:
-22.16%
Returns By Period
In the year-to-date period, IMIDX achieves a -6.42% return, which is significantly lower than OEGYX's 21.89% return. Over the past 10 years, IMIDX has underperformed OEGYX with an annualized return of 4.21%, while OEGYX has yielded a comparatively higher 6.37% annualized return.
IMIDX
-6.42%
-15.26%
-9.29%
-6.42%
0.79%
4.21%
OEGYX
21.89%
-9.31%
8.99%
21.98%
5.80%
6.37%
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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
Neither IMIDX nor OEGYX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Congress Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.02% | 0.04% | 0.18% | 0.12% | 0.14% |
Invesco Discovery Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMIDX vs. OEGYX - Drawdown Comparison
The maximum IMIDX drawdown since its inception was -42.14%, smaller than the maximum OEGYX drawdown of -58.27%. 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
Congress Mid Cap Growth Fund (IMIDX) has a higher volatility of 13.81% compared to Invesco Discovery Mid Cap Growth Fund (OEGYX) at 7.46%. This indicates that IMIDX's price experiences larger fluctuations and is considered to be riskier than OEGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.