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CSMVX vs VSGIX
CSMVX vs VSGIX Comparison
Open Charts CSMVX vs VSGIX
Congress Small Cap Growth Retail
Price$43.49
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets1.68B
Vanguard Small Cap Growth Index I
Price$87.29
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets39.73B
CSMVX vs VSGIX Comparison Chart in %
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CSMVX vs. VSGIX commentary
Dec 26, 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 Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. CSMVX (1.68B). VSGIX pays higher dividends than CSMVX: VSGIX (0.55) vs CSMVX (0.00). CSMVX was incepted earlier than VSGIX: CSMVX (26 years) vs VSGIX (26 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 annual gain was more profitable for investors over the last year : 8.53 vs. CSMVX (6.36). CSMVX return over 5 years is better than : 32.96 vs. VSGIX (14.92).
| 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 | 26 years | 26 years | - |
| Gain YTD | 8.671 | 10.840 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 39.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 6.36 | 8.53 | 75% |
| Returns for 3 years | 54.38 | 55.77 | 98% |
| Returns for 5 years | 32.96 | 14.92 | 221% |
| Returns for 10 years | 98.13 | 158.30 | 62% |
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