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CSMVX vs VSGIX
CSMVX vs VSGIX Comparison
Open Charts CSMVX vs VSGIX
Congress Small Cap Growth Retail
Price$39.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets1.38B
Vanguard Small Cap Growth Index I
Price$76.06
Change+$0.45 (+0.60%)
VolumeN/A
Net Assets34.95B
CSMVX vs VSGIX Comparison Chart in %
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CSMVX vs. VSGIX commentary
Jun 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSMVX is a Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. CSMVX (1.38B). VSGIX pays higher dividends than CSMVX: VSGIX (0.58) vs CSMVX (0.00). CSMVX was incepted earlier than VSGIX: CSMVX (25 years) vs VSGIX (25 years). CSMVX (1.31) is less costly to investors than VSGIX (0.06). CSMVX is a more actively managed with annual turnover of: 45.00 vs. VSGIX (21.00). CSMVX has a lower initial minimum investment than VSGIX: CSMVX (2000) vs VSGIX (5000000). VSGIX (8.23) and CSMVX (7.87) have marching annual gain over last year. CSMVX return over 5 years is better than : 54.87 vs. VSGIX (36.12).
| CSMVX | VSGIX | CSMVX / VSGIX | |
| Total Expense Ratio | 1.25 | 0.06 | 2,083% |
| Annual Report Gross Expense Ratio | 1.31 | 0.06 | 2,183% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -0.975 | -4.045 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 35B | 4% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 7.87 | 8.23 | 96% |
| Returns for 3 years | 45.16 | 41.09 | 110% |
| Returns for 5 years | 54.87 | 36.12 | 152% |
| Returns for 10 years | 20.42 | 100.19 | 20% |
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