CRMAX vs. CRIMX
Compare and contrast key facts about CRM Small/Mid Cap Value Fund (CRMAX) and CRM Mid Cap Value Fund (CRIMX).
CRMAX is managed by CRM. It was launched on Sep 1, 2004. CRIMX is managed by CRM. It was launched on Jan 6, 1998.
Performance
CRMAX vs. CRIMX - Performance Comparison
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CRMAX vs. CRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRMAX CRM Small/Mid Cap Value Fund | -0.28% | 3.89% | 16.52% | 8.77% | -10.82% | 26.46% | 13.02% | 25.69% | -7.84% | 13.97% |
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% |
Returns By Period
In the year-to-date period, CRMAX achieves a -0.28% return, which is significantly lower than CRIMX's 0.60% return. Both investments have delivered pretty close results over the past 10 years, with CRMAX having a 9.72% annualized return and CRIMX not far ahead at 9.92%.
CRMAX
- 1D
- 3.00%
- 1M
- -7.63%
- YTD
- -0.28%
- 6M
- 5.75%
- 1Y
- 16.75%
- 3Y*
- 8.92%
- 5Y*
- 5.22%
- 10Y*
- 9.72%
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%
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CRMAX vs. CRIMX - Expense Ratio Comparison
CRMAX has a 1.19% expense ratio, which is higher than CRIMX's 0.98% expense ratio.
Return for Risk
CRMAX vs. CRIMX — Risk / Return Rank
CRMAX
CRIMX
CRMAX vs. CRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CRM Small/Mid Cap Value Fund (CRMAX) and CRM Mid Cap Value Fund (CRIMX). 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.
| CRMAX | CRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.75 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.18 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.15 | +0.04 |
Martin ratioReturn relative to average drawdown | 3.84 | 4.04 | -0.21 |
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
| CRMAX | CRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.75 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.33 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.53 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.56 | -0.12 |
Correlation
The correlation between CRMAX and CRIMX is 0.96, 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
CRMAX vs. CRIMX - Dividend Comparison
CRMAX's dividend yield for the trailing twelve months is around 5.25%, less than CRIMX's 5.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRMAX CRM Small/Mid Cap Value Fund | 5.25% | 5.23% | 15.07% | 0.64% | 6.41% | 35.31% | 5.86% | 2.68% | 18.13% | 29.30% | 2.13% | 12.11% |
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% |
Drawdowns
CRMAX vs. CRIMX - Drawdown Comparison
The maximum CRMAX drawdown since its inception was -49.36%, roughly equal to the maximum CRIMX drawdown of -49.69%. Use the drawdown chart below to compare losses from any high point for CRMAX and CRIMX.
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Drawdown Indicators
| CRMAX | CRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.36% | -49.69% | +0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -14.59% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -27.73% | -24.07% | -3.66% |
Max Drawdown (10Y)Largest decline over 10 years | -41.56% | -39.68% | -1.88% |
Current DrawdownCurrent decline from peak | -9.74% | -9.70% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -7.46% | -0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 4.15% | +0.28% |
Volatility
CRMAX vs. CRIMX - Volatility Comparison
CRM Small/Mid Cap Value Fund (CRMAX) has a higher volatility of 7.84% compared to CRM Mid Cap Value Fund (CRIMX) at 7.32%. This indicates that CRMAX's price experiences larger fluctuations and is considered to be riskier than CRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRMAX | CRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.84% | 7.32% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.98% | 12.75% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.32% | 22.00% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 18.30% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 18.92% | +1.68% |