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CIPMX vs VMGRX

Both CIPMX and VMGRX are mutual funds. CIPMX has a higher 5-year return than VMGRX (19.5% vs 17.5%). CIPMX has a higher expense ratio than VMGRX (1.11% vs 0.34%). Below is the comparison between CIPMX and VMGRX.

CIPMX VMGRX
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 $4.95B
Expense Ratio 1.11% 0.34%
Management Style active active
Dividend Yield 0.00% 0.15%
Minimum Investment $10,000.00 $3,000.00
YTD Return 11.67% 5.07%
1-Year Return 7.71% 1.91%
3-Year Return 19.33% 16.73%
5-Year Return 19.50% 17.50%
10-Year Return 15.55% 13.87%

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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VMGRX description

The Fund seeks long term growth of capital by investing in a mid-cap portfolio, which in turn invests primarily in the equity securities of companies with medium market capitalizations.

VMGRX performance & returns

YTD Return 5.07%
1-Month Return 3.34%
3-Month Return 1.91%
1-Year Return 1.91%
3-Year Return 16.73%
5-Year Return 17.50%
10-Year Return 13.87%
VMGRX expense ratio is 0.34%.

VMGRX holdings

Top 10 Holdings (16.81% of Total Assets)

Name Symbol % Assets
RingCentral Inc Class A RNG 2.86%
Square Inc A SQ 2.07%
O'Reilly Automotive Inc ORLY 1.62%
Caesars Entertainment Inc CZR 1.58%
Dollar General Corp DG 1.57%
Microchip Technology Inc MCHP 1.52%
Twitter Inc TWTR 1.46%
SBA Communications Corp SBAC 1.39%
Insulet Corp PODD 1.39%
Burlington Stores Inc BURL 1.35%

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