CRIMX vs. TLVAX
Compare and contrast key facts about CRM Mid Cap Value Fund (CRIMX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX).
CRIMX is managed by CRM. It was launched on Jan 6, 1998. TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999.
Performance
CRIMX vs. TLVAX - Performance Comparison
Loading graphics...
CRIMX vs. TLVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRIMX CRM Mid Cap Value Fund | 1.62% | 9.15% | 8.84% | 6.58% | -9.22% | 29.14% | 10.75% | 24.87% | -7.00% | 19.25% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 3.82% | 4.80% | 11.64% | 13.21% | -11.70% | 26.86% | 13.07% | 26.39% | -8.93% | 17.50% |
Returns By Period
In the year-to-date period, CRIMX achieves a 1.62% return, which is significantly lower than TLVAX's 3.82% return. Both investments have delivered pretty close results over the past 10 years, with CRIMX having a 10.04% annualized return and TLVAX not far behind at 9.59%.
CRIMX
- 1D
- 1.02%
- 1M
- -6.64%
- YTD
- 1.62%
- 6M
- 5.27%
- 1Y
- 15.33%
- 3Y*
- 8.43%
- 5Y*
- 6.15%
- 10Y*
- 10.04%
TLVAX
- 1D
- 0.40%
- 1M
- -4.25%
- YTD
- 3.82%
- 6M
- 1.90%
- 1Y
- 8.47%
- 3Y*
- 9.81%
- 5Y*
- 7.51%
- 10Y*
- 9.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CRIMX vs. TLVAX - Expense Ratio Comparison
CRIMX has a 0.98% expense ratio, which is lower than TLVAX's 1.58% expense ratio.
Return for Risk
CRIMX vs. TLVAX — Risk / Return Rank
CRIMX
TLVAX
CRIMX vs. TLVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CRM Mid Cap Value Fund (CRIMX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX). 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 | TLVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.58 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.23 | 0.95 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 0.86 | +0.35 |
Martin ratioReturn relative to average drawdown | 4.19 | 3.25 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CRIMX | TLVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.58 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.49 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.57 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.43 | +0.13 |
Correlation
The correlation between CRIMX and TLVAX is 0.89, 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. TLVAX - Dividend Comparison
CRIMX's dividend yield for the trailing twelve months is around 5.85%, less than TLVAX's 8.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRIMX CRM Mid Cap Value Fund | 5.85% | 5.94% | 9.75% | 6.25% | 4.33% | 19.21% | 2.03% | 3.01% | 10.26% | 20.06% | 4.13% | 40.25% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 8.83% | 9.16% | 10.05% | 0.86% | 5.52% | 4.35% | 3.39% | 11.83% | 10.96% | 6.78% | 1.25% | 12.89% |
Drawdowns
CRIMX vs. TLVAX - Drawdown Comparison
The maximum CRIMX drawdown since its inception was -49.69%, smaller than the maximum TLVAX drawdown of -55.23%. Use the drawdown chart below to compare losses from any high point for CRIMX and TLVAX.
Loading graphics...
Drawdown Indicators
| CRIMX | TLVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.69% | -55.23% | +5.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -7.46% | -4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -24.07% | -20.69% | -3.38% |
Max Drawdown (10Y)Largest decline over 10 years | -39.68% | -37.34% | -2.34% |
Current DrawdownCurrent decline from peak | -8.78% | -5.57% | -3.21% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -8.30% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 2.92% | +1.27% |
Volatility
CRIMX vs. TLVAX - Volatility Comparison
CRM Mid Cap Value Fund (CRIMX) has a higher volatility of 7.33% compared to Timothy Plan Large/Mid Cap Value Fund (TLVAX) at 4.07%. This indicates that CRIMX's price experiences larger fluctuations and is considered to be riskier than TLVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CRIMX | TLVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 4.07% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 8.71% | +4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.02% | 15.90% | +6.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 15.42% | +2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.92% | 17.01% | +1.91% |