CIPNX vs VSGIX

Both CIPNX and VSGIX are mutual funds. CIPNX has a lower 5-year return than VSGIX (15.73% vs 18.9%). CIPNX has a higher expense ratio than VSGIX (1.02% vs 0.06%). Below is the comparison between CIPNX and VSGIX.

CIPNX VSGIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Champlain Funds Vanguard
Net Assets $3.27B $3.85B
Expense Ratio 1.02% 0.06%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.42%
Minimum Investment N/A $5,000,000.00
YTD Return 12.82% 9.86%
1-Year Return 5.13% 3.52%
3-Year Return 15.92% 20.81%
5-Year Return 15.73% 18.90%
10-Year Return 14.55% 15.70%

CIPNX description

The Fund seeks capital appreciation. The Fund invests at least 80% of its net assets in securities of small companies. For purposes of this policy, a small company is defined as having a market capitalization of less than $2.5 billion at the time of purchase.

CIPNX performance & returns

YTD Return 12.82%
1-Month Return 3.15%
3-Month Return 5.13%
1-Year Return 5.13%
3-Year Return 15.92%
5-Year Return 15.73%
10-Year Return 14.55%
CIPNX expense ratio is 1.02%.

CIPNX holdings

Top 10 Holdings (28.15% of Total Assets)

Name Symbol % Assets
Goldman Sachs FS Treasury Intms Instl FTIXX 3.82%
Q2 Holdings Inc QTWO 3.20%
Pure Storage Inc A PSTG 3.09%
New Relic Inc NEWR 2.77%
Lancaster Colony Corp LANC 2.76%
John Bean Technologies Corp JBT 2.69%
Yext Inc YEXT 2.54%
Catalent Inc CTLT 2.50%
Integra Lifesciences Holdings Corp IART 2.41%
MSA Safety Inc MSA 2.37%

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VSGIX description

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VSGIX performance & returns

YTD Return 9.86%
1-Month Return 1.03%
3-Month Return 3.52%
1-Year Return 3.52%
3-Year Return 20.81%
5-Year Return 18.90%
10-Year Return 15.70%
VSGIX expense ratio is 0.06%.

VSGIX holdings

Top 10 Holdings (7.80% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.97%
Horizon Therapeutics PLC HZNP 0.93%
Insulet Corp PODD 0.85%
Etsy Inc ETSY 0.79%
Catalent Inc CTLT 0.76%
Zebra Technologies Corp ZBRA 0.74%
Teradyne Inc TER 0.72%
Pool Corp POOL 0.70%
HubSpot Inc HUBS 0.69%
Monolithic Power Systems Inc MPWR 0.65%

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