CIPMX vs. IJR
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and iShares Core S&P Small-Cap ETF (IJR).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIPMX or IJR.
Correlation
The correlation between CIPMX and IJR is 0.85, 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. IJR - Performance Comparison
Key characteristics
CIPMX:
-0.26
IJR:
0.55
CIPMX:
-0.22
IJR:
0.93
CIPMX:
0.97
IJR:
1.11
CIPMX:
-0.15
IJR:
0.87
CIPMX:
-0.61
IJR:
2.37
CIPMX:
7.31%
IJR:
4.34%
CIPMX:
16.93%
IJR:
18.70%
CIPMX:
-45.33%
IJR:
-58.15%
CIPMX:
-25.95%
IJR:
-8.05%
Returns By Period
In the year-to-date period, CIPMX achieves a 1.88% return, which is significantly higher than IJR's 0.71% return. Over the past 10 years, CIPMX has underperformed IJR with an annualized return of 4.79%, while IJR has yielded a comparatively higher 8.76% annualized return.
CIPMX
1.88%
-1.60%
-2.06%
-2.59%
2.27%
4.79%
IJR
0.71%
-3.27%
4.04%
11.72%
8.67%
8.76%
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CIPMX vs. IJR - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
CIPMX vs. IJR — Risk-Adjusted Performance Rank
CIPMX
IJR
CIPMX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and iShares Core S&P Small-Cap ETF (IJR). 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. IJR - Dividend Comparison
CIPMX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.04%.
| 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% |
IJR iShares Core S&P Small-Cap ETF | 2.04% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
CIPMX vs. IJR - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for CIPMX and IJR. For additional features, visit the drawdowns tool.
Volatility
CIPMX vs. IJR - Volatility Comparison
The current volatility for Champlain Mid Cap Fund (CIPMX) is 2.90%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 3.75%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.