CIPMX vs. IMCG
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIPMX or IMCG.
Correlation
The correlation between CIPMX and IMCG 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.
Performance
CIPMX vs. IMCG - Performance Comparison
Key characteristics
CIPMX:
-0.09
IMCG:
1.53
CIPMX:
-0.01
IMCG:
2.12
CIPMX:
1.00
IMCG:
1.26
CIPMX:
-0.05
IMCG:
1.74
CIPMX:
-0.22
IMCG:
6.82
CIPMX:
7.19%
IMCG:
3.22%
CIPMX:
16.89%
IMCG:
14.33%
CIPMX:
-45.33%
IMCG:
-58.96%
CIPMX:
-25.22%
IMCG:
-2.11%
Returns By Period
In the year-to-date period, CIPMX achieves a 2.88% return, which is significantly lower than IMCG's 5.34% return. Over the past 10 years, CIPMX has underperformed IMCG with an annualized return of 4.89%, while IMCG has yielded a comparatively higher 12.04% annualized return.
CIPMX
2.88%
2.35%
-0.30%
-3.56%
2.23%
4.89%
IMCG
5.34%
3.28%
15.17%
18.91%
11.71%
12.04%
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CIPMX vs. IMCG - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Risk-Adjusted Performance
CIPMX vs. IMCG — Risk-Adjusted Performance Rank
CIPMX
IMCG
CIPMX vs. IMCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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. IMCG - Dividend Comparison
CIPMX has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.74%.
| 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% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.74% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% | 0.60% |
Drawdowns
CIPMX vs. IMCG - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for CIPMX and IMCG. For additional features, visit the drawdowns tool.
Volatility
CIPMX vs. IMCG - Volatility Comparison
Champlain Mid Cap Fund (CIPMX) has a higher volatility of 3.23% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 3.07%. This indicates that CIPMX's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.