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CIPMX vs JAENX

Both CIPMX and JAENX are mutual funds. CIPMX has a higher 5-year return than JAENX (19.5% vs 18.66%). CIPMX has a higher expense ratio than JAENX (1.11% vs 0.9%). Below is the comparison between CIPMX and JAENX.

CIPMX JAENX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Champlain Funds Janus Henderson
Net Assets $330.10M $5.65B
Expense Ratio 1.11% 0.90%
Management Style active active
Dividend Yield 0.00% 0.19%
Minimum Investment $10,000.00 N/A
YTD Return 11.67% 9.79%
1-Year Return 7.71% 4.58%
3-Year Return 19.33% 16.80%
5-Year Return 19.50% 18.66%
10-Year Return 15.55% 15.51%

CIPMX 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.

CIPMX performance & returns

YTD Return 11.67%
1-Month Return 3.79%
3-Month Return 7.71%
1-Year Return 7.71%
3-Year Return 19.33%
5-Year Return 19.50%
10-Year Return 15.55%
CIPMX expense ratio is 1.11%.

CIPMX 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%

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JAENX description

The Fund seeks long-term growth of capital. The Fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies.

JAENX performance & returns

YTD Return 9.79%
1-Month Return 2.17%
3-Month Return 4.58%
1-Year Return 4.58%
3-Year Return 16.80%
5-Year Return 18.66%
10-Year Return 15.51%
JAENX expense ratio is 0.9%.

JAENX holdings

Top 10 Holdings (23.14% of Total Assets)

Name Symbol % Assets
NICE Ltd ADR NICE 2.64%
Microchip Technology Inc MCHP 2.62%
SS&C Technologies Holdings Inc SSNC 2.60%
Aon PLC AON 2.44%
Global Payments Inc GPN 2.34%
Broadridge Financial Solutions Inc BR 2.24%
The Cooper Companies Inc COO 2.18%
GoDaddy Inc A GDDY 2.08%
Constellation Software Inc CSU.TO 2.02%
TE Connectivity Ltd TEL 1.98%

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