CAMMX vs. BIGTX
Compare and contrast key facts about Cambiar SMID Fund (CAMMX) and The Texas Fund (BIGTX).
CAMMX is managed by Cambiar Funds. It was launched on May 31, 2011. BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013.
Performance
CAMMX vs. BIGTX - Performance Comparison
Loading graphics...
CAMMX vs. BIGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMMX Cambiar SMID Fund | 2.21% | 0.08% | -1.42% | 12.93% | -6.07% | 23.32% | 9.60% | 31.00% | -2.68% | 11.77% |
BIGTX The Texas Fund | 9.34% | 5.98% | 15.76% | 11.32% | -6.93% | 23.90% | 13.11% | 9.61% | -11.44% | 11.58% |
Returns By Period
In the year-to-date period, CAMMX achieves a 2.21% return, which is significantly lower than BIGTX's 9.34% return. Over the past 10 years, CAMMX has underperformed BIGTX with an annualized return of 9.12%, while BIGTX has yielded a comparatively higher 9.58% annualized return.
CAMMX
- 1D
- 1.91%
- 1M
- -6.25%
- YTD
- 2.21%
- 6M
- 3.97%
- 1Y
- 4.15%
- 3Y*
- 3.27%
- 5Y*
- 2.33%
- 10Y*
- 9.12%
BIGTX
- 1D
- 2.09%
- 1M
- -3.58%
- YTD
- 9.34%
- 6M
- 4.74%
- 1Y
- 22.70%
- 3Y*
- 14.81%
- 5Y*
- 7.05%
- 10Y*
- 9.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CAMMX vs. BIGTX - Expense Ratio Comparison
CAMMX has a 0.93% expense ratio, which is lower than BIGTX's 1.67% expense ratio.
Return for Risk
CAMMX vs. BIGTX — Risk / Return Rank
CAMMX
BIGTX
CAMMX vs. BIGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar SMID Fund (CAMMX) and The Texas Fund (BIGTX). 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.
| CAMMX | BIGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 1.33 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.91 | -1.45 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.26 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 2.06 | -1.74 |
Martin ratioReturn relative to average drawdown | 1.02 | 8.80 | -7.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CAMMX | BIGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 1.33 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.01 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.01 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.01 | +0.44 |
Correlation
The correlation between CAMMX and BIGTX is 0.84, 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
CAMMX vs. BIGTX - Dividend Comparison
CAMMX's dividend yield for the trailing twelve months is around 33.80%, more than BIGTX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMMX Cambiar SMID Fund | 33.80% | 34.55% | 6.10% | 0.70% | 0.95% | 11.52% | 0.61% | 4.08% | 6.83% | 0.39% | 0.53% | 0.31% |
BIGTX The Texas Fund | 6.75% | 7.38% | 3.52% | 2.51% | 3.06% | 5.27% | 0.07% | 0.08% | 2.27% | 0.00% | 0.00% | 0.00% |
Drawdowns
CAMMX vs. BIGTX - Drawdown Comparison
The maximum CAMMX drawdown since its inception was -41.94%, smaller than the maximum BIGTX drawdown of -97.22%. Use the drawdown chart below to compare losses from any high point for CAMMX and BIGTX.
Loading graphics...
Drawdown Indicators
| CAMMX | BIGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.94% | -97.22% | +55.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -11.70% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -21.75% | -97.22% | +75.47% |
Max Drawdown (10Y)Largest decline over 10 years | -41.94% | -97.22% | +55.28% |
Current DrawdownCurrent decline from peak | -7.77% | -96.18% | +88.41% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -18.89% | +12.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 2.74% | +1.49% |
Volatility
CAMMX vs. BIGTX - Volatility Comparison
Cambiar SMID Fund (CAMMX) and The Texas Fund (BIGTX) have volatilities of 5.11% and 5.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CAMMX | BIGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 5.26% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 10.77% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.34% | 17.93% | +1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 1,245.70% | -1,228.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 880.79% | -862.00% |