CIMDX vs. PVMIX
Compare and contrast key facts about Clarkston Founders Fund (CIMDX) and Principal MidCap Value Fund I (PVMIX).
CIMDX is managed by Clarkston Funds. It was launched on Jan 31, 2017. PVMIX is managed by Principal. It was launched on Dec 29, 2003.
Performance
CIMDX vs. PVMIX - Performance Comparison
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CIMDX vs. PVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | -4.82% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
PVMIX Principal MidCap Value Fund I | 4.81% | 6.09% | 33.38% | 11.04% | -5.95% | 30.97% | 6.50% | 26.69% | -11.07% | 12.79% |
Returns By Period
In the year-to-date period, CIMDX achieves a -4.82% return, which is significantly lower than PVMIX's 4.81% return.
CIMDX
- 1D
- 2.33%
- 1M
- -5.39%
- YTD
- -4.82%
- 6M
- -2.41%
- 1Y
- 3.41%
- 3Y*
- 5.00%
- 5Y*
- 1.83%
- 10Y*
- —
PVMIX
- 1D
- 1.90%
- 1M
- -5.01%
- YTD
- 4.81%
- 6M
- 5.24%
- 1Y
- 12.80%
- 3Y*
- 17.44%
- 5Y*
- 11.63%
- 10Y*
- 12.20%
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CIMDX vs. PVMIX - Expense Ratio Comparison
CIMDX has a 0.95% expense ratio, which is higher than PVMIX's 0.69% expense ratio.
Return for Risk
CIMDX vs. PVMIX — Risk / Return Rank
CIMDX
PVMIX
CIMDX vs. PVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Founders Fund (CIMDX) and Principal MidCap Value Fund I (PVMIX). 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.
| CIMDX | PVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.78 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.18 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.17 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 0.99 | -0.67 |
Martin ratioReturn relative to average drawdown | 1.00 | 4.51 | -3.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIMDX | PVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.78 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.64 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.52 | -0.10 |
Correlation
The correlation between CIMDX and PVMIX 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
CIMDX vs. PVMIX - Dividend Comparison
CIMDX's dividend yield for the trailing twelve months is around 3.41%, less than PVMIX's 6.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIMDX Clarkston Founders Fund | 3.41% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% | 0.00% | 0.00% |
PVMIX Principal MidCap Value Fund I | 6.89% | 7.22% | 33.98% | 4.63% | 7.12% | 11.44% | 1.38% | 5.11% | 13.23% | 6.92% | 1.58% | 11.19% |
Drawdowns
CIMDX vs. PVMIX - Drawdown Comparison
The maximum CIMDX drawdown since its inception was -31.86%, smaller than the maximum PVMIX drawdown of -56.76%. Use the drawdown chart below to compare losses from any high point for CIMDX and PVMIX.
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Drawdown Indicators
| CIMDX | PVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.86% | -56.76% | +24.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -12.63% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -21.26% | -17.05% | -4.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.34% | — |
Current DrawdownCurrent decline from peak | -8.41% | -5.01% | -3.40% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -6.88% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.77% | +0.83% |
Volatility
CIMDX vs. PVMIX - Volatility Comparison
Clarkston Founders Fund (CIMDX) has a higher volatility of 5.29% compared to Principal MidCap Value Fund I (PVMIX) at 4.52%. This indicates that CIMDX's price experiences larger fluctuations and is considered to be riskier than PVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIMDX | PVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 4.52% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 8.93% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 17.02% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 18.30% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.52% | 19.21% | -1.69% |