Advisors Capital Small/Mid Cap Fund (ACSMX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACSMX
ACSMX charges 1.95% annually. There are 162 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | ACSMX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | ACSMX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | ACSMX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ACSMX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ACSMX vs VISGX |
Best Risk-Adjusted Alternatives to ACSMX
ACSMX has a PortfoliosLab risk / return rank of 3. There are 156 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | ACSMX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | ACSMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | ACSMX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | ACSMX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | ACSMX vs OBMCX |
Top Performing ACSMX Alternatives (YTD)
ACSMX is at -3.98% YTD. There are 157 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | ACSMX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | ACSMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | ACSMX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | ACSMX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | ACSMX vs OBMCX |
Lowest Volatility Alternatives to ACSMX
ACSMX has 17.52% 1-year volatility. There are 20 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | ACSMX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | ACSMX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | ACSMX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | ACSMX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | ACSMX vs NBGIX |
Lowest Drawdown Alternatives to ACSMX
ACSMX has a 1-year max drawdown of -16.04%. There are 130 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | ACSMX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ACSMX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ACSMX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | ACSMX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ACSMX vs RFIMX |
Other Mutual Funds from Advisors Capital
The 2 most viewed Advisors Capital mutual funds shown here include ACUSX, ACIFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Advisors Capital US Dividend Fund | Large Cap Blend Equities | 45 | 6.15% | — | Mar 2021 | ACSMX vs ACUSX | |
| Advisors Capital International Fund | Foreign Large Cap Equities | 7 | 0.74% | — | Nov 2024 | ACSMX vs ACIFX |
Often Compared With ACSMX
Investors most often compare ACSMX with ALFAX, DMCRX, HRSMX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ACSMX with Any Fund or Stock
Compare ACSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACSMX with funds that move differently
Advisors Capital Small/Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACSMX.
Explore ACSMX Diversifiers