CIPIX vs. VMFGX
CIPIX (Champlain Mid Cap Fund Institutional Class) and VMFGX (Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares) are both Mid Cap Growth Equities funds. Over the past 10 years, CIPIX returned 9.22%/yr vs 10.90%/yr for VMFGX. Their correlation of 0.89 means they have usually moved in the same direction. CIPIX charges 0.84%/yr vs 0.08%/yr for VMFGX.
Performance
CIPIX vs. VMFGX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPIX achieves a 2.75% return, which is significantly lower than VMFGX's 15.95% return. Over the past 10 years, CIPIX has underperformed VMFGX with an annualized return of 9.22%, while VMFGX has yielded a comparatively higher 10.90% annualized return.
CIPIX
- 1D
- -0.19%
- 1M
- -0.93%
- 6M
- 3.60%
- YTD
- 2.75%
- 1Y
- 3.68%
- 3Y*
- 4.34%
- 5Y*
- 0.10%
- 10Y*
- 9.22%
- ALL TIME*
- 9.78%
VMFGX
- 1D
- 1.50%
- 1M
- -2.71%
- 6M
- 11.51%
- YTD
- 15.95%
- 1Y
- 22.97%
- 3Y*
- 13.93%
- 5Y*
- 7.56%
- 10Y*
- 10.90%
- ALL TIME*
- 12.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CIPIX vs. VMFGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPIX Champlain Mid Cap Fund Institutional Class | 2.75% | 1.66% | 5.93% | 15.66% | -26.32% | 24.78% | 29.40% | 26.56% | 3.65% | 13.98% |
VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 15.95% | 7.43% | 15.86% | 17.42% | -18.99% | 18.83% | 22.61% | 26.20% | -10.39% | 19.87% |
Correlation
The correlation between CIPIX and VMFGX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2012 | 0.89 |
Over the past year, the correlation between CIPIX and VMFGX has dropped to 0.69 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
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Return for Risk
CIPIX vs. VMFGX — Risk / Return Rank
CIPIX
VMFGX
CIPIX vs. VMFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund Institutional Class (CIPIX) and Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX). 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.
| CIPIX | VMFGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.20 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | 2.00 | -2.00 |
| Martin ratioReturn relative to average drawdown | -0.01 | 7.41 | -7.42 |
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Drawdowns
CIPIX vs. VMFGX - Drawdown Comparison
The maximum CIPIX drawdown since its inception was -33.84%, smaller than the maximum VMFGX drawdown of -39.15%. Use the drawdown chart below to compare losses from any high point for CIPIX and VMFGX.
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Drawdown Indicators
| CIPIX | VMFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -39.15% | +5.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.65% | -9.91% | -4.74% |
Max Drawdown (3Y)Largest decline over 3 years | -22.70% | -25.45% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -33.02% | -29.25% | -3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -39.15% | +5.31% |
Current DrawdownCurrent decline from peak | -7.65% | -4.61% | -3.04% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -5.67% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 2.69% | +3.02% |
Volatility
CIPIX vs. VMFGX - Volatility Comparison
The current volatility for Champlain Mid Cap Fund Institutional Class (CIPIX) is 3.65%, while Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) has a volatility of 4.55%. This indicates that CIPIX experiences smaller price fluctuations and is considered to be less risky than VMFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPIX | VMFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 4.55% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.39% | 13.97% | -2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 17.70% | -2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 20.71% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 21.07% | -2.26% |
CIPIX vs. VMFGX - Expense Ratio Comparison
CIPIX has a 0.84% expense ratio, which is higher than VMFGX's 0.08% expense ratio.
Dividends
CIPIX vs. VMFGX - Dividend Comparison
CIPIX's dividend yield for the trailing twelve months is around 16.77%, more than VMFGX's 0.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPIX Champlain Mid Cap Fund Institutional Class | 16.77% | 17.23% | 7.33% | 0.31% | 1.39% | 9.92% | 4.49% | 4.01% | 6.57% | 0.14% | 4.28% | 8.40% |
VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 0.61% | 0.70% | 0.84% | 1.21% | 1.12% | 0.53% | 0.79% | 1.22% | 1.18% | 0.93% | 1.14% | 1.14% |
Frequently Asked Questions
CIPIX and VMFGX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VMFGX has higher volatility (4.55%) compared to CIPIX (3.65%). In terms of maximum drawdown, CIPIX dropped -33.84% vs VMFGX's -39.15%.
VMFGX currently has the higher Sharpe Ratio (1.12 vs -0.00), 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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