CIPMX vs. FBGRX
CIPMX (Champlain Mid Cap Fund) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - CIPMX is a Mid Cap Growth Equities fund managed by Champlain, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, CIPMX returned 9.77%/yr vs 20.56%/yr for FBGRX. Their correlation of 0.83 means they have usually moved in the same direction. CIPMX charges 1.09%/yr vs 0.79%/yr for FBGRX.
Performance
CIPMX vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPMX achieves a 2.60% return, which is significantly lower than FBGRX's 10.15% return. Over the past 10 years, CIPMX has underperformed FBGRX with an annualized return of 9.77%, while FBGRX has yielded a comparatively higher 20.56% annualized return.
CIPMX
- 1D
- -0.20%
- 1M
- -0.93%
- 6M
- 3.49%
- YTD
- 2.60%
- 1Y
- 3.44%
- 3Y*
- 6.74%
- 5Y*
- 1.38%
- 10Y*
- 9.77%
- ALL TIME*
- 9.83%
FBGRX
- 1D
- 3.14%
- 1M
- -4.18%
- 6M
- 10.25%
- YTD
- 10.15%
- 1Y
- 24.18%
- 3Y*
- 25.20%
- 5Y*
- 13.50%
- 10Y*
- 20.56%
- ALL TIME*
- 13.47%
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 |
CIPMX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 2.60% | 1.44% | 13.94% | 15.40% | -26.53% | 24.48% | 29.03% | 26.27% | 3.41% | 13.62% |
FBGRX Fidelity Blue Chip Growth Fund | 10.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between CIPMX and FBGRX is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2008 | 0.83 |
Over the past year, the correlation between CIPMX and FBGRX has dropped to 0.43 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
CIPMX vs. FBGRX — Risk / Return Rank
CIPMX
FBGRX
CIPMX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| CIPMX | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.11 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.73 | -1.75 |
| Martin ratioReturn relative to average drawdown | -0.05 | 6.19 | -6.24 |
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Drawdowns
CIPMX vs. FBGRX - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for CIPMX and FBGRX.
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Drawdown Indicators
| CIPMX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.33% | -58.64% | +13.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -12.65% | -2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -20.11% | -27.07% | +6.96% |
Max Drawdown (5Y)Largest decline over 5 years | -33.20% | -43.08% | +9.88% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -43.08% | +9.24% |
Current DrawdownCurrent decline from peak | -1.57% | -7.79% | +6.22% |
Average DrawdownAverage peak-to-trough decline | -7.93% | -12.49% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 3.54% | +2.21% |
Volatility
CIPMX vs. FBGRX - Volatility Comparison
The current volatility for Champlain Mid Cap Fund (CIPMX) is 3.63%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.56%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPMX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 6.56% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 16.09% | -4.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.15% | 20.05% | -4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 25.24% | -6.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 23.83% | -5.02% |
CIPMX vs. FBGRX - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Dividends
CIPMX vs. FBGRX - Dividend Comparison
CIPMX's dividend yield for the trailing twelve months is around 17.71%, more than FBGRX's 1.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 17.71% | 18.17% | 15.31% | 0.30% | 1.44% | 10.24% | 4.62% | 4.06% | 6.70% | 0.00% | 4.28% | 8.32% |
FBGRX Fidelity Blue Chip Growth Fund | 1.72% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Frequently Asked Questions
CIPMX and FBGRX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBGRX has higher volatility (6.56%) compared to CIPMX (3.63%). In terms of maximum drawdown, CIPMX dropped -45.33% vs FBGRX's -58.64%.
FBGRX currently has the higher Sharpe Ratio (1.09 vs -0.02), 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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