CIPMX vs. FSMAX
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and Fidelity Extended Market Index Fund (FSMAX).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. FSMAX is managed by Fidelity.
Performance
CIPMX vs. FSMAX - Performance Comparison
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CIPMX vs. FSMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | -11.25% | 1.44% | 13.94% | 15.40% | -26.53% | 24.48% | 29.03% | 26.27% | 3.41% | 13.62% |
FSMAX Fidelity Extended Market Index Fund | -4.54% | 11.40% | 16.99% | 25.36% | -26.44% | 12.41% | 32.28% | 28.01% | -9.44% | 18.04% |
Returns By Period
In the year-to-date period, CIPMX achieves a -11.25% return, which is significantly lower than FSMAX's -4.54% return. Over the past 10 years, CIPMX has underperformed FSMAX with an annualized return of 9.07%, while FSMAX has yielded a comparatively higher 10.54% annualized return.
CIPMX
- 1D
- -0.11%
- 1M
- -10.29%
- YTD
- -11.25%
- 6M
- -11.52%
- 1Y
- -4.55%
- 3Y*
- 3.95%
- 5Y*
- 0.88%
- 10Y*
- 9.07%
FSMAX
- 1D
- -1.03%
- 1M
- -7.76%
- YTD
- -4.54%
- 6M
- -4.39%
- 1Y
- 16.77%
- 3Y*
- 13.78%
- 5Y*
- 3.66%
- 10Y*
- 10.54%
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CIPMX vs. FSMAX - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than FSMAX's 0.04% expense ratio.
Return for Risk
CIPMX vs. FSMAX — Risk / Return Rank
CIPMX
FSMAX
CIPMX vs. FSMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and Fidelity Extended Market Index Fund (FSMAX). 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.
| CIPMX | FSMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.72 | -0.96 |
Sortino ratioReturn per unit of downside risk | -0.21 | 1.16 | -1.37 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.16 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 0.95 | -1.39 |
Martin ratioReturn relative to average drawdown | -1.49 | 3.91 | -5.40 |
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
| CIPMX | FSMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 0.72 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.16 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.35 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.41 | +0.05 |
Correlation
The correlation between CIPMX and FSMAX is 0.91, 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
CIPMX vs. FSMAX - Dividend Comparison
CIPMX's dividend yield for the trailing twelve months is around 20.48%, more than FSMAX's 0.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 20.48% | 18.17% | 15.31% | 0.30% | 1.44% | 10.24% | 4.62% | 4.06% | 6.70% | 0.00% | 4.28% | 8.32% |
FSMAX Fidelity Extended Market Index Fund | 0.60% | 0.57% | 0.48% | 1.17% | 1.90% | 7.49% | 2.14% | 4.30% | 6.09% | 5.44% | 4.85% | 6.34% |
Drawdowns
CIPMX vs. FSMAX - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, smaller than the maximum FSMAX drawdown of -50.55%. Use the drawdown chart below to compare losses from any high point for CIPMX and FSMAX.
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Drawdown Indicators
| CIPMX | FSMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.33% | -50.55% | +5.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -14.64% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -33.20% | -36.31% | +3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -50.55% | +16.71% |
Current DrawdownCurrent decline from peak | -14.85% | -10.26% | -4.59% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -12.29% | +4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 3.54% | +0.87% |
Volatility
CIPMX vs. FSMAX - Volatility Comparison
The current volatility for Champlain Mid Cap Fund (CIPMX) is 4.41%, while Fidelity Extended Market Index Fund (FSMAX) has a volatility of 6.01%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPMX | FSMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.01% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 13.07% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 22.79% | -2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 22.32% | -3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 30.19% | -11.37% |