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CIPMX vs OEGAX

Both CIPMX and OEGAX are mutual funds. CIPMX has a lower 5-year return than OEGAX (19.5% vs 20.08%). CIPMX has a higher expense ratio than OEGAX (1.11% vs 1.05%). Below is the comparison between CIPMX and OEGAX.

CIPMX OEGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Champlain Funds Invesco
Net Assets $330.10M $4.62B
Expense Ratio 1.11% 1.05%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $10,000.00 $3,000.00
YTD Return 11.67% 5.68%
1-Year Return 7.71% 2.52%
3-Year Return 19.33% 20.53%
5-Year Return 19.50% 20.08%
10-Year Return 15.55% 15.30%

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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OEGAX description

The Fund seeks capital appreciation. The Fund emphasizes investments in equity securities of small- & mid-cap companies. The Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in small- & mid-cap companies.

OEGAX performance & returns

YTD Return 5.68%
1-Month Return 3.21%
3-Month Return 2.52%
1-Year Return 2.52%
3-Year Return 20.53%
5-Year Return 20.08%
10-Year Return 15.30%
OEGAX expense ratio is 1.05%.

OEGAX holdings

Top 10 Holdings (20.13% of Total Assets)

Name Symbol % Assets
Pool Corp POOL 2.32%
Synopsys Inc SNPS 2.19%
DexCom Inc DXCM 2.17%
West Pharmaceutical Services Inc WST 1.99%
RingCentral Inc Class A RNG 1.97%
Monolithic Power Systems Inc MPWR 1.95%
Chipotle Mexican Grill Inc Class A CMG 1.95%
IDEXX Laboratories Inc IDXX 1.92%
Roper Technologies Inc ROP 1.88%
Twilio Inc A TWLO 1.79%

Other relevant OEGAX comparisons

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