CRIMX vs. WHGMX
CRIMX (CRM Mid Cap Value Fund) and WHGMX (Westwood Quality SMidCap Fund) are both mutual funds - CRIMX is a Mid Cap Blend Equities fund managed by CRM, while WHGMX is a Quality Factor fund managed by Westwood. Over the past 10 years, CRIMX returned 10.46%/yr vs 9.74%/yr for WHGMX. Their correlation of 0.93 means they have usually moved in the same direction. CRIMX charges 0.98%/yr vs 0.88%/yr for WHGMX.
Performance
CRIMX vs. WHGMX - Performance Comparison
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Returns By Period
In the year-to-date period, CRIMX achieves a 14.06% return, which is significantly lower than WHGMX's 14.93% return. Over the past 10 years, CRIMX has outperformed WHGMX with an annualized return of 10.46%, while WHGMX has yielded a comparatively lower 9.74% annualized return.
CRIMX
- 1D
- 0.64%
- 1M
- -2.38%
- 6M
- 9.56%
- YTD
- 14.06%
- 1Y
- 24.99%
- 3Y*
- 11.55%
- 5Y*
- 7.33%
- 10Y*
- 10.46%
- ALL TIME*
- 10.75%
WHGMX
- 1D
- 0.97%
- 1M
- -1.68%
- 6M
- 7.38%
- YTD
- 14.93%
- 1Y
- 21.36%
- 3Y*
- 13.32%
- 5Y*
- 8.88%
- 10Y*
- 9.74%
- ALL TIME*
- 9.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CRIMX vs. WHGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRIMX CRM Mid Cap Value Fund | 14.06% | 9.15% | 8.84% | 6.58% | -9.22% | 29.14% | 10.75% | 24.87% | -7.00% | 19.25% |
WHGMX Westwood Quality SMidCap Fund | 14.93% | 8.40% | 10.41% | 17.78% | -10.35% | 21.39% | 5.41% | 29.42% | -11.70% | 10.39% |
Correlation
The correlation between CRIMX and WHGMX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2005 | 0.93 |
The correlation between CRIMX and WHGMX has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
CRIMX vs. WHGMX — Risk / Return Rank
CRIMX
WHGMX
CRIMX vs. WHGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CRM Mid Cap Value Fund (CRIMX) and Westwood Quality SMidCap Fund (WHGMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CRIMX | WHGMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.95 | -0.13 |
| Martin ratioReturn relative to average drawdown | 6.31 | 6.43 | -0.13 |
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Drawdowns
CRIMX vs. WHGMX - Drawdown Comparison
The maximum CRIMX drawdown since its inception was -49.69%, roughly equal to the maximum WHGMX drawdown of -47.99%. Use the drawdown chart below to compare losses from any high point for CRIMX and WHGMX.
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Drawdown Indicators
| CRIMX | WHGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.69% | -47.99% | -1.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -9.68% | -2.67% |
Max Drawdown (3Y)Largest decline over 3 years | -24.07% | -23.78% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.07% | -23.78% | -0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -39.68% | -42.26% | +2.58% |
Current DrawdownCurrent decline from peak | -5.12% | -2.59% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -7.40% | -7.15% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.93% | +0.64% |
Volatility
CRIMX vs. WHGMX - Volatility Comparison
CRM Mid Cap Value Fund (CRIMX) has a higher volatility of 5.00% compared to Westwood Quality SMidCap Fund (WHGMX) at 3.78%. This indicates that CRIMX's price experiences larger fluctuations and is considered to be riskier than WHGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRIMX | WHGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 3.78% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 11.85% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 15.88% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.62% | 18.74% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.08% | 20.26% | -1.18% |
CRIMX vs. WHGMX - Expense Ratio Comparison
CRIMX has a 0.98% expense ratio, which is higher than WHGMX's 0.88% expense ratio.
Dividends
CRIMX vs. WHGMX - Dividend Comparison
CRIMX's dividend yield for the trailing twelve months is around 5.21%, more than WHGMX's 4.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRIMX CRM Mid Cap Value Fund | 5.21% | 5.94% | 9.75% | 6.25% | 4.33% | 19.21% | 2.03% | 3.01% | 10.26% | 20.06% | 4.13% | 40.25% |
WHGMX Westwood Quality SMidCap Fund | 4.52% | 5.19% | 1.21% | 2.92% | 1.52% | 16.39% | 2.83% | 11.93% | 19.09% | 12.12% | 1.40% | 7.40% |
Frequently Asked Questions
With a correlation of 0.93, CRIMX and WHGMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CRIMX has higher volatility (5.00%) compared to WHGMX (3.78%). In terms of maximum drawdown, CRIMX dropped -49.69% vs WHGMX's -47.99%.
CRIMX currently has the higher Sharpe Ratio (1.21 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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