Crawford Small Cap Dividend Fund (CDOFX) 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 CDOFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CDOFX
CDOFX charges 0.99% annually. There are 92 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 | CDOFX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | CDOFX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | CDOFX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | CDOFX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | CDOFX vs VSMAX |
Best Risk-Adjusted Alternatives to CDOFX
CDOFX has a PortfoliosLab risk / return rank of 21. There are 154 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | CDOFX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | CDOFX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | CDOFX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | CDOFX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | CDOFX vs GQSCX |
Top Performing CDOFX Alternatives (YTD)
CDOFX is at 15.01% YTD. There are 145 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | CDOFX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | CDOFX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | CDOFX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | CDOFX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | CDOFX vs FTMSX |
Lowest Volatility Alternatives to CDOFX
CDOFX has 16.88% 1-year volatility. There are 29 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | CDOFX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | CDOFX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | CDOFX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | CDOFX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | CDOFX vs BOSOX |
Lowest Drawdown Alternatives to CDOFX
CDOFX has a 1-year max drawdown of -10.95%. There are 107 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 | CDOFX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | CDOFX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | CDOFX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | CDOFX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | CDOFX vs SSCDX |
Other Mutual Funds from Crawford
The 2 most viewed Crawford mutual funds shown here include CDGIX, CMALX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crawford Large Cap Dividend Fund | Large Cap Blend Equities | 7 | 1.70% | — | Jan 2004 | CDOFX vs CDGIX | |
| Crawford Multi-Asset Income Fund | Diversified Portfolio | 46 | 8.73% | — | Sep 2017 | CDOFX vs CMALX |
Often Compared With CDOFX
Investors most often compare CDOFX with HDPSX, BIAUX, AUERX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CDOFX with Any Fund or Stock
Compare CDOFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CDOFX with funds that move differently
Crawford Small Cap Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CDOFX.
Explore CDOFX Diversifiers