NEAGX vs. CSMCX
Compare and contrast key facts about Needham Aggressive Growth Fund (NEAGX) and Congress Small Cap Growth Fund (CSMCX).
NEAGX is managed by Needham. It was launched on Sep 4, 2001. CSMCX is managed by Congress. It was launched on Dec 9, 1999.
Performance
NEAGX vs. CSMCX - Performance Comparison
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NEAGX vs. CSMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 8.75% |
CSMCX Congress Small Cap Growth Fund | -1.19% | 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, NEAGX achieves a 11.92% return, which is significantly higher than CSMCX's -1.19% return. Over the past 10 years, NEAGX has outperformed CSMCX with an annualized return of 18.04%, while CSMCX has yielded a comparatively lower 15.16% annualized return.
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
CSMCX
- 1D
- 3.10%
- 1M
- -8.10%
- YTD
- -1.19%
- 6M
- -5.08%
- 1Y
- 16.76%
- 3Y*
- 11.10%
- 5Y*
- 6.79%
- 10Y*
- 15.16%
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NEAGX vs. CSMCX - Expense Ratio Comparison
NEAGX has a 1.86% expense ratio, which is higher than CSMCX's 1.00% expense ratio.
Return for Risk
NEAGX vs. CSMCX — Risk / Return Rank
NEAGX
CSMCX
NEAGX vs. CSMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) 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.
| NEAGX | CSMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 0.71 | +1.43 |
Sortino ratioReturn per unit of downside risk | 2.71 | 1.18 | +1.53 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.15 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 4.27 | 1.30 | +2.96 |
Martin ratioReturn relative to average drawdown | 15.19 | 4.06 | +11.13 |
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
| NEAGX | CSMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.71 | +1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.31 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.68 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.56 | +0.03 |
Correlation
The correlation between NEAGX and CSMCX 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.
Dividends
NEAGX vs. CSMCX - Dividend Comparison
NEAGX's dividend yield for the trailing twelve months is around 1.91%, less than CSMCX's 2.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
CSMCX Congress Small Cap Growth Fund | 2.37% | 2.34% | 0.00% | 0.00% | 0.00% | 15.57% | 7.05% | 16.14% | 10.04% | 11.48% | 0.00% | 27.40% |
Drawdowns
NEAGX vs. CSMCX - Drawdown Comparison
The maximum NEAGX drawdown since its inception was -41.80%, smaller than the maximum CSMCX drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for NEAGX and CSMCX.
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Drawdown Indicators
| NEAGX | CSMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.80% | -56.20% | +14.40% |
Max Drawdown (1Y)Largest decline over 1 year | -14.01% | -13.63% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -36.31% | -33.44% | -2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | -33.44% | -2.87% |
Current DrawdownCurrent decline from peak | -7.75% | -10.95% | +3.20% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -9.44% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 4.38% | -0.45% |
Volatility
NEAGX vs. CSMCX - Volatility Comparison
Needham Aggressive Growth Fund (NEAGX) has a higher volatility of 11.64% compared to Congress Small Cap Growth Fund (CSMCX) at 7.65%. This indicates that NEAGX's price experiences larger fluctuations and is considered to be riskier than CSMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEAGX | CSMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.64% | 7.65% | +3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 19.84% | 15.43% | +4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.93% | 24.70% | +4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.33% | 22.35% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.90% | 22.31% | +1.59% |