CIPMX vs. FSMDX
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and Fidelity Mid Cap Index Fund (FSMDX).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIPMX or FSMDX.
Correlation
The correlation between CIPMX and FSMDX is 0.92, 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. FSMDX - Performance Comparison
Key characteristics
CIPMX:
-0.26
FSMDX:
1.26
CIPMX:
-0.22
FSMDX:
1.79
CIPMX:
0.97
FSMDX:
1.22
CIPMX:
-0.15
FSMDX:
1.84
CIPMX:
-0.61
FSMDX:
4.98
CIPMX:
7.31%
FSMDX:
3.29%
CIPMX:
16.93%
FSMDX:
13.03%
CIPMX:
-45.33%
FSMDX:
-40.35%
CIPMX:
-25.95%
FSMDX:
-4.48%
Returns By Period
In the year-to-date period, CIPMX achieves a 1.88% return, which is significantly lower than FSMDX's 4.00% return. Over the past 10 years, CIPMX has underperformed FSMDX with an annualized return of 4.79%, while FSMDX has yielded a comparatively higher 8.39% annualized return.
CIPMX
1.88%
-1.60%
-2.06%
-2.59%
2.27%
4.79%
FSMDX
4.00%
-0.99%
7.85%
16.91%
9.13%
8.39%
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CIPMX vs. FSMDX - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Risk-Adjusted Performance
CIPMX vs. FSMDX — Risk-Adjusted Performance Rank
CIPMX
FSMDX
CIPMX vs. FSMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and Fidelity Mid Cap Index Fund (FSMDX). 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. FSMDX - Dividend Comparison
CIPMX has not paid dividends to shareholders, while FSMDX's dividend yield for the trailing twelve months is around 1.12%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
FSMDX Fidelity Mid Cap Index Fund | 1.12% | 1.17% | 1.39% | 1.59% | 1.10% | 1.37% | 1.42% | 1.85% | 1.32% | 1.35% | 2.29% | 3.82% |
Drawdowns
CIPMX vs. FSMDX - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for CIPMX and FSMDX. For additional features, visit the drawdowns tool.
Volatility
CIPMX vs. FSMDX - Volatility Comparison
Champlain Mid Cap Fund (CIPMX) has a higher volatility of 2.90% compared to Fidelity Mid Cap Index Fund (FSMDX) at 2.76%. This indicates that CIPMX's price experiences larger fluctuations and is considered to be riskier than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.