CLSPX vs RPMGX

Both CLSPX and RPMGX are mutual funds. CLSPX has a higher 5-year return than RPMGX (21.69% vs 18.41%). CLSPX has a higher expense ratio than RPMGX (0.86% vs 0.73%). Below is the comparison between CLSPX and RPMGX.

CLSPX RPMGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Columbia Threadneedle T. Rowe Price
Net Assets $982.20M $22.75B
Expense Ratio 0.86% 0.73%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A N/A
YTD Return 25.52% 16.54%
1-Year Return 12.26% 5.33%
3-Year Return 29.43% 21.64%
5-Year Return 21.69% 18.41%
10-Year Return 16.27% 16.83%

CLSPX description

The Fund seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.

CLSPX performance & returns

YTD Return 25.52%
1-Month Return 5.90%
3-Month Return 12.26%
1-Year Return 12.26%
3-Year Return 29.43%
5-Year Return 21.69%
10-Year Return 16.27%
CLSPX expense ratio is 0.86%.

CLSPX holdings

Top 10 Holdings (21.65% of Total Assets)

Name Symbol % Assets
Cadence Design Systems Inc CDNS 2.55%
Ansys Inc ANSS 2.31%
DocuSign Inc DOCU 2.23%
Align Technology Inc ALGN 2.18%
CoStar Group Inc CSGP 2.17%
Lululemon Athletica Inc LULU 2.16%
Chipotle Mexican Grill Inc Class A CMG 2.13%
IDEXX Laboratories Inc IDXX 1.98%
Penumbra Inc PEN 1.97%
GoDaddy Inc A GDDY 1.97%

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RPMGX description

The Fund seeks to provide long-term capital appreciation by investing in mid-cap stocks with potential for above-average earnings growth.

RPMGX performance & returns

YTD Return 16.54%
1-Month Return 2.70%
3-Month Return 5.33%
1-Year Return 5.33%
3-Year Return 21.64%
5-Year Return 18.41%
10-Year Return 16.83%
RPMGX expense ratio is 0.73%.

RPMGX holdings

Top 10 Holdings (20.65% of Total Assets)

Name Symbol % Assets
Reserve Invt Fds N/A 3.06%
Hologic Inc HOLX 2.67%
Ball Corp BLL 2.35%
Teleflex Inc TFX 2.21%
Catalent Inc CTLT 2.02%
Agilent Technologies Inc A 1.80%
Microchip Technology Inc MCHP 1.70%
Match Group Inc MTCH 1.62%
Marvell Technology Group Ltd MRVL 1.62%
The Cooper Companies Inc COO 1.60%

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