Cambiar Small Cap Fund (CAMSX) Alternatives
Cambiar Small Cap Fund (CAMSX) belongs to the Small 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 CAMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CAMSX
CAMSX charges 1.10% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among CAMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | CAMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | CAMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | CAMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | CAMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CAMSX vs VSMAX |
Best Risk-Adjusted Alternatives to CAMSX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | CAMSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | CAMSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | CAMSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | CAMSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | CAMSX vs PRSVX |
Top Performing CAMSX Alternatives (YTD)
CAMSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | CAMSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | CAMSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | CAMSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | CAMSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | CAMSX vs RIVSX |
Lowest Volatility Alternatives to CAMSX
CAMSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | CAMSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | CAMSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | CAMSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | CAMSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | CAMSX vs CSMDX |
Lowest Drawdown Alternatives to CAMSX
CAMSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | CAMSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | CAMSX vs WEMMX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | CAMSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | CAMSX vs BOSOX | |
| DFA International Small Company Portfolio | -11.96% | Sep 30, 1996 | CAMSX vs DFISX |
Other Mutual Funds from Cambiar Funds
Most popular Cambiar Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cambiar Opportunity Portfolio | Large Cap Value Equities | 33 | -1.81% | Jun 30, 1998 | CAMSX vs CAMOX | |
| Cambiar SMID Fund | Mid Cap Blend Equities | 7 | 0.30% | May 31, 2011 | CAMSX vs CAMMX | |
| Cambiar International Equity Fund | Foreign Large Cap Equities | 25 | -5.49% | Sep 9, 2002 | CAMSX vs CAMIX |
Often Compared With CAMSX
What investors most often compare with CAMSX, based on PortfoliosLab usage data.
Compare CAMSX with Any Fund or Stock
Compare CAMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.