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 a closer substitute for your current allocation.
Cheapest Alternatives to CAMSX
CAMSX charges 1.10% annually. There are 108 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | CAMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | CAMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | CAMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | CAMSX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | CAMSX vs TISBX |
Best Risk-Adjusted Alternatives to CAMSX
CAMSX has a PortfoliosLab risk / return rank of 48. There are 110 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | CAMSX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | CAMSX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | CAMSX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | CAMSX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | CAMSX vs WWSIX |
Top Performing CAMSX Alternatives (YTD)
CAMSX is at 17.24% YTD. There are 64 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | CAMSX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | CAMSX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | CAMSX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | CAMSX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | CAMSX vs MOPIX |
Lowest Volatility Alternatives to CAMSX
CAMSX has 16.64% 1-year volatility. There are 25 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | CAMSX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | CAMSX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | CAMSX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | CAMSX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | CAMSX vs BOSOX |
Lowest Drawdown Alternatives to CAMSX
CAMSX has a 1-year max drawdown of -10.44%. There are 98 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | CAMSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | CAMSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | CAMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | CAMSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | CAMSX vs BIAUX |
Other Mutual Funds from Cambiar Funds
The 3 most viewed Cambiar Funds mutual funds shown here include CAMOX, CAMMX, CAMIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cambiar Opportunity Portfolio | Large Cap Value Equities | 47 | 10.87% | — | Jun 1998 | CAMSX vs CAMOX | |
| Cambiar SMID Fund | Mid Cap Blend Equities | 24 | 14.35% | — | May 2011 | CAMSX vs CAMMX | |
| Cambiar International Equity Fund | Foreign Large Cap Equities | 9 | 0.28% | — | Sep 2002 | CAMSX vs CAMIX |
Often Compared With CAMSX
Investors most often compare CAMSX with SPY, AASMX, ZSCCX. These 20 comparison targets span 2 categories, 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.
Pair CAMSX with funds that move differently
Cambiar Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAMSX.
Explore CAMSX Diversifiers