CRIMX vs. VMCIX
Compare and contrast key facts about CRM Mid Cap Value Fund (CRIMX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
CRIMX is managed by CRM. It was launched on Jan 6, 1998. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Performance
CRIMX vs. VMCIX - Performance Comparison
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CRIMX vs. VMCIX - 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% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | -0.62% | 11.67% | 14.68% | 16.54% | -18.70% | 24.53% | 18.20% | 31.04% | -9.25% | 19.30% |
Returns By Period
In the year-to-date period, CRIMX achieves a 0.60% return, which is significantly higher than VMCIX's -0.62% return. Over the past 10 years, CRIMX has underperformed VMCIX with an annualized return of 9.92%, while VMCIX has yielded a comparatively higher 10.67% annualized return.
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%
VMCIX
- 1D
- 2.22%
- 1M
- -5.79%
- YTD
- -0.62%
- 6M
- -1.35%
- 1Y
- 12.40%
- 3Y*
- 12.61%
- 5Y*
- 6.67%
- 10Y*
- 10.67%
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CRIMX vs. VMCIX - Expense Ratio Comparison
CRIMX has a 0.98% expense ratio, which is higher than VMCIX's 0.04% expense ratio.
Return for Risk
CRIMX vs. VMCIX — Risk / Return Rank
CRIMX
VMCIX
CRIMX vs. VMCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CRM Mid Cap Value Fund (CRIMX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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 | VMCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.73 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.12 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.06 | +0.09 |
Martin ratioReturn relative to average drawdown | 4.04 | 4.87 | -0.82 |
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 | VMCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.73 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.38 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.57 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.47 | +0.09 |
Correlation
The correlation between CRIMX and VMCIX 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.
Dividends
CRIMX vs. VMCIX - Dividend Comparison
CRIMX's dividend yield for the trailing twelve months is around 5.91%, more than VMCIX's 1.51% 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% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.51% | 1.52% | 1.49% | 1.51% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% |
Drawdowns
CRIMX vs. VMCIX - Drawdown Comparison
The maximum CRIMX drawdown since its inception was -49.69%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for CRIMX and VMCIX.
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Drawdown Indicators
| CRIMX | VMCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.69% | -58.86% | +9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -12.77% | -1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -24.07% | -27.54% | +3.47% |
Max Drawdown (10Y)Largest decline over 10 years | -39.68% | -39.30% | -0.38% |
Current DrawdownCurrent decline from peak | -9.70% | -6.09% | -3.61% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -8.02% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 2.77% | +1.38% |
Volatility
CRIMX vs. VMCIX - Volatility Comparison
CRM Mid Cap Value Fund (CRIMX) has a higher volatility of 7.32% compared to Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) at 4.96%. This indicates that CRIMX's price experiences larger fluctuations and is considered to be riskier than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRIMX | VMCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 4.96% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 9.67% | +3.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.00% | 17.68% | +4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 17.66% | +0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.92% | 18.91% | +0.01% |