CFIMX vs. FMILX

In the year-to-date period, CFIMX achieves a 4.49% return, which is significantly higher than FMILX's 0.91% return. Over the past 10 years, CFIMX has outperformed FMILX with an annualized return of 15.55%, while FMILX has yielded a comparatively lower 12.25% annualized return.

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CFIMX has a 0.71% expense ratio, which is higher than FMILX's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Clipper Fund (CFIMX) and Fidelity New Millennium Fund (FMILX). 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.

The current CFIMX Sharpe Ratio is 0.86, which is higher than the FMILX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of CFIMX and FMILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CFIMX's dividend yield for the trailing twelve months is around 21.77%, more than FMILX's 3.61% yield.

The maximum CFIMX drawdown since its inception was -61.30%, which is greater than FMILX's maximum drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for CFIMX and FMILX.

Clipper Fund (CFIMX) has a higher volatility of 5.45% compared to Fidelity New Millennium Fund (FMILX) at 4.61%. This indicates that CFIMX's price experiences larger fluctuations and is considered to be riskier than FMILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.