CLSPX vs VMGMX

Both CLSPX and VMGMX are mutual funds. CLSPX has a higher 5-year return than VMGMX (21.69% vs 20.78%). CLSPX has a higher expense ratio than VMGMX (0.86% vs 0.07%). Below is the comparison between CLSPX and VMGMX.

CLSPX VMGMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Columbia Threadneedle Vanguard
Net Assets $982.20M $12.92B
Expense Ratio 0.86% 0.07%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.33%
Minimum Investment N/A $10,000.00
YTD Return 25.52% 23.62%
1-Year Return 12.26% 9.61%
3-Year Return 29.43% 28.13%
5-Year Return 21.69% 20.78%
10-Year Return 16.27% 16.88%

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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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 23.62%
1-Month Return 4.03%
3-Month Return 9.61%
1-Year Return 9.61%
3-Year Return 28.13%
5-Year Return 20.78%
10-Year Return 16.88%
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%

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