CDOFX vs. WEMMX
CDOFX (Crawford Small Cap Dividend Fund) and WEMMX (TETON Westwood Mighty Mites Fund) are both Small Cap Blend Equities funds. Over the past 10 years, CDOFX returned 9.25%/yr vs 9.89%/yr for WEMMX. Their correlation of 0.93 suggests significant overlap in exposure. CDOFX charges 0.99%/yr vs 1.41%/yr for WEMMX.
Performance
CDOFX vs. WEMMX - Performance Comparison
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Returns By Period
In the year-to-date period, CDOFX achieves a 14.09% return, which is significantly lower than WEMMX's 25.94% return. Over the past 10 years, CDOFX has underperformed WEMMX with an annualized return of 9.25%, while WEMMX has yielded a comparatively higher 9.89% annualized return.
CDOFX
- 1D
- -0.26%
- 1M
- 3.59%
- YTD
- 14.09%
- 6M
- 11.73%
- 1Y
- 20.21%
- 3Y*
- 11.60%
- 5Y*
- 5.59%
- 10Y*
- 9.25%
WEMMX
- 1D
- -0.17%
- 1M
- 7.72%
- YTD
- 25.94%
- 6M
- 23.70%
- 1Y
- 39.03%
- 3Y*
- 16.98%
- 5Y*
- 6.84%
- 10Y*
- 9.89%
CDOFX vs. WEMMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDOFX Crawford Small Cap Dividend Fund | 14.09% | 0.44% | 10.43% | 14.63% | -14.07% | 22.03% | 3.51% | 22.04% | -7.60% | 13.94% |
WEMMX TETON Westwood Mighty Mites Fund | 25.94% | 11.02% | 3.83% | 13.53% | -15.37% | 21.44% | 10.02% | 16.94% | -13.69% | 15.47% |
Correlation
The correlation between CDOFX and WEMMX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.93 |
The correlation between CDOFX and WEMMX has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.
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Return for Risk
CDOFX vs. WEMMX — Risk / Return Rank
CDOFX
WEMMX
CDOFX vs. WEMMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crawford Small Cap Dividend Fund (CDOFX) and TETON Westwood Mighty Mites Fund (WEMMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CDOFX | WEMMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.38 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | 4.38 | -2.35 |
| Martin ratioReturn relative to average drawdown | 6.39 | 13.47 | -7.08 |
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Drawdowns
CDOFX vs. WEMMX - Drawdown Comparison
The maximum CDOFX drawdown since its inception was -39.92%, smaller than the maximum WEMMX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for CDOFX and WEMMX.
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Drawdown Indicators
| CDOFX | WEMMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.92% | -42.48% | +2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -9.31% | -1.64% |
Max Drawdown (3Y)Largest decline over 3 years | -24.11% | -21.44% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -24.11% | -27.11% | +3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -39.92% | -41.73% | +1.81% |
Current DrawdownCurrent decline from peak | -0.26% | -0.17% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -6.10% | -6.61% | +0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 3.02% | +0.46% |
Volatility
CDOFX vs. WEMMX - Volatility Comparison
The current volatility for Crawford Small Cap Dividend Fund (CDOFX) is 4.61%, while TETON Westwood Mighty Mites Fund (WEMMX) has a volatility of 5.28%. This indicates that CDOFX experiences smaller price fluctuations and is considered to be less risky than WEMMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDOFX | WEMMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 5.28% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 12.88% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.03% | 17.99% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.19% | 19.00% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 20.49% | +0.14% |
CDOFX vs. WEMMX - Expense Ratio Comparison
CDOFX has a 0.99% expense ratio, which is lower than WEMMX's 1.41% expense ratio.
Dividends
CDOFX vs. WEMMX - Dividend Comparison
CDOFX's dividend yield for the trailing twelve months is around 3.10%, less than WEMMX's 18.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDOFX Crawford Small Cap Dividend Fund | 3.10% | 3.54% | 4.09% | 1.14% | 4.17% | 7.23% | 1.99% | 5.68% | 7.70% | 5.58% | 1.31% | 7.46% |
WEMMX TETON Westwood Mighty Mites Fund | 18.11% | 22.80% | 26.79% | 18.86% | 13.60% | 15.44% | 9.23% | 4.11% | 4.16% | 6.44% | 4.61% | 2.35% |
Frequently Asked Questions
CDOFX and WEMMX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WEMMX has higher volatility (5.28%) compared to CDOFX (4.61%). In terms of maximum drawdown, CDOFX dropped -39.92% vs WEMMX's -42.48%.
WEMMX currently has the higher Sharpe Ratio (2.27 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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