CRIMX vs. MISIX
Compare and contrast key facts about CRM Mid Cap Value Fund (CRIMX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
CRIMX is managed by CRM. It was launched on Jan 6, 1998. MISIX is managed by Victory.
Performance
CRIMX vs. MISIX - Performance Comparison
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CRIMX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRIMX CRM Mid Cap Value Fund | 0.60% | 9.15% | 8.84% | 6.58% | -9.22% | 29.14% | 10.75% | 24.87% | -7.00% | 19.25% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, CRIMX achieves a 0.60% return, which is significantly lower than MISIX's 2.72% return. Both investments have delivered pretty close results over the past 10 years, with CRIMX having a 9.92% annualized return and MISIX not far behind at 9.62%.
CRIMX
- 1D
- 3.02%
- 1M
- -9.18%
- YTD
- 0.60%
- 6M
- 4.69%
- 1Y
- 16.02%
- 3Y*
- 8.07%
- 5Y*
- 5.93%
- 10Y*
- 9.92%
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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CRIMX vs. MISIX - Expense Ratio Comparison
CRIMX has a 0.98% expense ratio, which is higher than MISIX's 0.97% expense ratio.
Return for Risk
CRIMX vs. MISIX — Risk / Return Rank
CRIMX
MISIX
CRIMX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CRM Mid Cap Value Fund (CRIMX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| CRIMX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 2.29 | -1.55 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.93 | -1.75 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.45 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.68 | -1.53 |
Martin ratioReturn relative to average drawdown | 4.04 | 11.58 | -7.53 |
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
| CRIMX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 2.29 | -1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.42 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.54 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.32 | +0.23 |
Correlation
The correlation between CRIMX and MISIX is 0.73, 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
CRIMX vs. MISIX - Dividend Comparison
CRIMX's dividend yield for the trailing twelve months is around 5.91%, which matches MISIX's 5.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRIMX CRM Mid Cap Value Fund | 5.91% | 5.94% | 9.75% | 6.25% | 4.33% | 19.21% | 2.03% | 3.01% | 10.26% | 20.06% | 4.13% | 40.25% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
CRIMX vs. MISIX - Drawdown Comparison
The maximum CRIMX drawdown since its inception was -49.69%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for CRIMX and MISIX.
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Drawdown Indicators
| CRIMX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.69% | -67.61% | +17.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -13.84% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.07% | -37.69% | +13.62% |
Max Drawdown (10Y)Largest decline over 10 years | -39.68% | -41.82% | +2.14% |
Current DrawdownCurrent decline from peak | -9.70% | -10.87% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -16.99% | +9.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 3.20% | +0.95% |
Volatility
CRIMX vs. MISIX - Volatility Comparison
The current volatility for CRM Mid Cap Value Fund (CRIMX) is 7.32%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that CRIMX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRIMX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 7.91% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 11.79% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.00% | 16.91% | +5.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 17.75% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.92% | 17.82% | +1.10% |