CIPMX vs. COWZ
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and Pacer US Cash Cows 100 ETF (COWZ).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. COWZ is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIPMX or COWZ.
Correlation
The correlation between CIPMX and COWZ is 0.73, 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.
Performance
CIPMX vs. COWZ - Performance Comparison
Key characteristics
CIPMX:
-0.22
COWZ:
0.92
CIPMX:
-0.17
COWZ:
1.36
CIPMX:
0.97
COWZ:
1.16
CIPMX:
-0.13
COWZ:
1.45
CIPMX:
-0.51
COWZ:
3.12
CIPMX:
7.27%
COWZ:
4.00%
CIPMX:
16.92%
COWZ:
13.59%
CIPMX:
-45.33%
COWZ:
-38.63%
CIPMX:
-25.35%
COWZ:
-3.85%
Returns By Period
In the year-to-date period, CIPMX achieves a 2.71% return, which is significantly lower than COWZ's 4.00% return.
CIPMX
2.71%
0.90%
-2.00%
-3.21%
2.44%
4.82%
COWZ
4.00%
0.55%
4.78%
13.95%
16.45%
N/A
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CIPMX vs. COWZ - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
CIPMX vs. COWZ — Risk-Adjusted Performance Rank
CIPMX
COWZ
CIPMX vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and Pacer US Cash Cows 100 ETF (COWZ). 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.
Dividends
CIPMX vs. COWZ - Dividend Comparison
CIPMX has not paid dividends to shareholders, while COWZ's dividend yield for the trailing twelve months is around 1.75%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% |
COWZ Pacer US Cash Cows 100 ETF | 1.75% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% | 0.00% |
Drawdowns
CIPMX vs. COWZ - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for CIPMX and COWZ. For additional features, visit the drawdowns tool.
Volatility
CIPMX vs. COWZ - Volatility Comparison
The current volatility for Champlain Mid Cap Fund (CIPMX) is 3.29%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 3.73%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.