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CIPMX vs VMGMX

Both CIPMX and VMGMX are mutual funds. CIPMX has a higher 5-year return than VMGMX (19.5% vs 18.36%). CIPMX has a higher expense ratio than VMGMX (1.11% vs 0.07%). Below is the comparison between CIPMX and VMGMX.

CIPMX VMGMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Champlain Funds Vanguard
Net Assets $330.10M $11.40B
Expense Ratio 1.11% 0.07%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.48%
Minimum Investment $10,000.00 $10,000.00
YTD Return 11.67% 7.78%
1-Year Return 7.71% 5.85%
3-Year Return 19.33% 19.30%
5-Year Return 19.50% 18.36%
10-Year Return 15.55% 14.29%

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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VMGMX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, as it invest all of its assets in the stocks that makes up the Index.

VMGMX performance & returns

YTD Return 7.78%
1-Month Return 5.22%
3-Month Return 5.85%
1-Year Return 5.85%
3-Year Return 19.30%
5-Year Return 18.36%
10-Year Return 14.29%
VMGMX expense ratio is 0.07%.

VMGMX holdings

Top 10 Holdings (14.28% of Total Assets)

Name Symbol % Assets
Digital Realty Trust Inc DLR 1.54%
DexCom Inc DXCM 1.54%
Lululemon Athletica Inc LULU 1.53%
Veeva Systems Inc Class A VEEV 1.48%
DocuSign Inc DOCU 1.48%
SBA Communications Corp SBAC 1.39%
Chipotle Mexican Grill Inc Class A CMG 1.36%
Twilio Inc A TWLO 1.33%
Centene Corp CNC 1.32%
IDEXX Laboratories Inc IDXX 1.31%

Other relevant VMGMX comparisons

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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.
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