CIPIX vs RPMGX

Both CIPIX and RPMGX are mutual funds. CIPIX has a higher 5-year return than RPMGX (21.52% vs 18.79%). CIPIX has a higher expense ratio than RPMGX (0.86% vs 0.73%). Below is the comparison between CIPIX and RPMGX.

CIPIX RPMGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Champlain Funds T. Rowe Price
Net Assets $6.75B $22.05B
Expense Ratio 0.86% 0.73%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000,000.00 N/A
YTD Return 24.81% 14.82%
1-Year Return 7.48% 3.90%
3-Year Return 25.11% 20.53%
5-Year Return 21.52% 18.79%
10-Year Return 17.71% 16.54%

CIPIX description

The Fund seeks capital appreciation. The Fund seeks to invest under normal conditions, at least 80% of its net assets in securities of medium-sized companies, and to a lesser extent small and large sized companies, which have attractive long term fundamentals, superior appreciation potential and attractive valuations.

CIPIX performance & returns

YTD Return 24.81%
1-Month Return 2.29%
3-Month Return 7.48%
1-Year Return 7.48%
3-Year Return 25.11%
5-Year Return 21.52%
10-Year Return 17.71%
CIPIX expense ratio is 0.86%.

CIPIX holdings

Top 10 Holdings (29.40% of Total Assets)

Name Symbol % Assets
Goldman Sachs FS Treasury Intms Instl FTIXX 4.53%
Fortive Corp FTV 2.92%
ServiceNow Inc NOW 2.91%
AMETEK Inc AME 2.83%
Workday Inc Class A WDAY 2.80%
Veeva Systems Inc Class A VEEV 2.78%
Arthur J. Gallagher & Co AJG 2.73%
Everest Re Group Ltd RE 2.68%
Splunk Inc SPLK 2.67%
Bio-Techne Corp TECH 2.55%

Other relevant CIPIX comparisons

You may also want to check out the following CIPIX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

RPMGX description

The Fund seeks to provide long-term capital appreciation by investing in mid-cap stocks with potential for above-average earnings growth.

RPMGX performance & returns

YTD Return 14.82%
1-Month Return 1.59%
3-Month Return 3.90%
1-Year Return 3.90%
3-Year Return 20.53%
5-Year Return 18.79%
10-Year Return 16.54%
RPMGX expense ratio is 0.73%.

RPMGX holdings

Top 10 Holdings (20.65% of Total Assets)

Name Symbol % Assets
Reserve Invt Fds N/A 3.06%
Hologic Inc HOLX 2.67%
Ball Corp BLL 2.35%
Teleflex Inc TFX 2.21%
Catalent Inc CTLT 2.02%
Agilent Technologies Inc A 1.80%
Microchip Technology Inc MCHP 1.70%
Match Group Inc MTCH 1.62%
Marvell Technology Group Ltd MRVL 1.62%
The Cooper Companies Inc COO 1.60%

Other relevant RPMGX comparisons

You may also want to check out the following RPMGX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.