VASVX vs. CIMDX
Compare and contrast key facts about Vanguard Selected Value Fund (VASVX) and Clarkston Founders Fund (CIMDX).
VASVX is managed by Vanguard. It was launched on Feb 15, 1996. CIMDX is managed by Clarkston Funds. It was launched on Jan 31, 2017.
Performance
VASVX vs. CIMDX - Performance Comparison
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Returns By Period
In the year-to-date period, VASVX achieves a 1.21% return, which is significantly higher than CIMDX's -5.18% return.
VASVX
- 1D
- -0.15%
- 1M
- -3.56%
- YTD
- 1.21%
- 6M
- 1.52%
- 1Y
- 26.65%
- 3Y*
- 12.79%
- 5Y*
- 8.59%
- 10Y*
- 10.26%
CIMDX
- 1D
- 0.58%
- 1M
- -5.58%
- YTD
- -5.18%
- 6M
- -4.21%
- 1Y
- 9.47%
- 3Y*
- 5.07%
- 5Y*
- 1.75%
- 10Y*
- —
VASVX vs. CIMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 1.21% | 10.99% | 6.68% | 25.45% | -7.55% | 27.54% | 5.79% | 29.55% | -19.75% | 14.82% |
CIMDX Clarkston Founders Fund | -5.18% | 7.35% | 5.67% | 10.38% | -3.67% | 6.23% | 23.21% | 23.74% | -7.85% | 11.25% |
Correlation
The correlation between VASVX and CIMDX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
VASVX vs. CIMDX - Expense Ratio Comparison
VASVX has a 0.32% expense ratio, which is lower than CIMDX's 0.95% expense ratio.
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Return for Risk
VASVX vs. CIMDX — Risk / Return Rank
VASVX
CIMDX
VASVX vs. CIMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) and Clarkston Founders Fund (CIMDX). 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.
| VASVX | CIMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.11 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.30 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.04 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.27 | +0.73 |
Martin ratioReturn relative to average drawdown | 3.40 | 0.82 | +2.58 |
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
| VASVX | CIMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.11 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.11 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.03 |
Drawdowns
VASVX vs. CIMDX - Drawdown Comparison
The maximum VASVX drawdown since its inception was -55.70%, which is greater than CIMDX's maximum drawdown of -31.86%. Use the drawdown chart below to compare losses from any high point for VASVX and CIMDX.
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Drawdown Indicators
| VASVX | CIMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.70% | -31.86% | -23.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -11.30% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -21.26% | -4.72% |
Max Drawdown (10Y)Largest decline over 10 years | -48.19% | — | — |
Current DrawdownCurrent decline from peak | -7.89% | -8.75% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -9.57% | -5.88% | -3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 3.69% | +0.43% |
Volatility
VASVX vs. CIMDX - Volatility Comparison
Vanguard Selected Value Fund (VASVX) and Clarkston Founders Fund (CIMDX) have volatilities of 5.58% and 5.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VASVX | CIMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.38% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 11.49% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.47% | 18.75% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 15.81% | +4.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 17.51% | +4.91% |
Dividends
VASVX vs. CIMDX - Dividend Comparison
VASVX's dividend yield for the trailing twelve months is around 13.16%, more than CIMDX's 3.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 13.16% | 13.32% | 14.35% | 8.29% | 13.22% | 7.77% | 10.19% | 7.44% | 11.90% | 8.59% | 4.51% | 5.68% |
CIMDX Clarkston Founders Fund | 3.42% | 3.24% | 0.45% | 1.62% | 6.38% | 0.44% | 0.91% | 3.32% | 2.27% | 0.41% | 0.00% | 0.00% |