Cambiar SMID Fund (CAMMX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAMMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAMMX
CAMMX charges 0.93% annually. There are 65 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | CAMMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | CAMMX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | CAMMX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | CAMMX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | CAMMX vs FSMAX |
Best Risk-Adjusted Alternatives to CAMMX
CAMMX has a PortfoliosLab risk / return rank of 35. There are 89 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | CAMMX vs PFSLX | |
| Vanguard Strategic Equity Fund | 88 | 11.50B | Aug 1995 | CAMMX vs VSEQX | |
| Gotham Enhanced Return Fund | 82 | — | May 2013 | CAMMX vs GENIX | |
| 13D Activist Fund | 82 | — | Dec 2011 | CAMMX vs DDDIX | |
| Hartford Schroders US MidCap Opportunities Fund | 81 | — | Mar 2006 | CAMMX vs SMDIX |
Top Performing CAMMX Alternatives (YTD)
CAMMX is at 16.98% YTD. There are 41 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 38.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 38.60% | — | Jan 2005 | CAMMX vs PFSLX | |
| 13D Activist Fund | 32.84% | — | Dec 2011 | CAMMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 29.46% | — | Aug 2015 | CAMMX vs FZFLX | |
| Hodges Fund | 26.46% | — | Oct 1992 | CAMMX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 23.77% | — | Aug 2013 | CAMMX vs FZAMX |
Lowest Volatility Alternatives to CAMMX
CAMMX has 15.21% 1-year volatility. There are 48 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.69% | — | Dec 2002 | CAMMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.73% | — | Jul 1999 | CAMMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.77% | — | — | CAMMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | CAMMX vs WAMFX | |
| Victory RS Investors Fund | 12.00% | — | Nov 2005 | CAMMX vs RSINX |
Lowest Drawdown Alternatives to CAMMX
CAMMX has a 1-year max drawdown of -9.49%. There are 65 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | CAMMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | CAMMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | CAMMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | CAMMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | CAMMX vs DNLDX |
Other Mutual Funds from Cambiar Funds
The 3 most viewed Cambiar Funds mutual funds shown here include CAMSX, CAMOX, CAMIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cambiar Small Cap Fund | Small Cap Blend Equities | 61 | 20.24% | — | Aug 2004 | CAMMX vs CAMSX | |
| Cambiar Opportunity Portfolio | Large Cap Value Equities | 65 | 13.71% | — | Jun 1998 | CAMMX vs CAMOX | |
| Cambiar International Equity Fund | Foreign Large Cap Equities | 15 | 2.65% | — | Sep 2002 | CAMMX vs CAMIX |
Often Compared With CAMMX
Investors most often compare CAMMX with GTSGX, QCGDX, AVEMX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CAMMX with Any Fund or Stock
Compare CAMMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAMMX with funds that move differently
Cambiar SMID Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAMMX.
Explore CAMMX Diversifiers