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 109 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 Shares | 0.03% | 188.20B | Jul 1997 | CAMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | CAMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | CAMSX vs SWSSX | |
| 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 68. There are 95 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | CAMSX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | CAMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | CAMSX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | CAMSX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | CAMSX vs AUERX |
Top Performing CAMSX Alternatives (YTD)
CAMSX is at 19.93% YTD. There are 58 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | CAMSX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | CAMSX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | CAMSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | CAMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | CAMSX vs WESCX |
Lowest Volatility Alternatives to CAMSX
CAMSX has 16.77% 1-year volatility. There are 25 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | CAMSX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | CAMSX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | CAMSX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | CAMSX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | CAMSX vs FTHNX |
Lowest Drawdown Alternatives to CAMSX
CAMSX has a 1-year max drawdown of -10.44%. There are 99 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% | 3.10B | Apr 2006 | CAMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | 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 | 79 | 15.24% | — | Jun 1998 | CAMSX vs CAMOX | |
| Cambiar SMID Fund | Mid Cap Blend Equities | 46 | 18.17% | — | May 2011 | CAMSX vs CAMMX | |
| Cambiar International Equity Fund | Foreign Large Cap Equities | 27 | 4.80% | — | Sep 2002 | CAMSX vs CAMIX |
Often Compared With CAMSX
Investors most often compare CAMSX with SSLCX, SPY, AASMX. 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