Column Mid Cap Select Fund (CFMSX) 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 CFMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFMSX
CFMSX charges 0.52% annually. There are 26 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 | CFMSX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | CFMSX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 224.00B | Dec 2010 | CFMSX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | CFMSX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | CFMSX vs FSMAX |
Best Risk-Adjusted Alternatives to CFMSX
CFMSX has a PortfoliosLab risk / return rank of 27. There are 101 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 | CFMSX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | CFMSX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | CFMSX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | CFMSX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | CFMSX vs FTHMX |
Top Performing CFMSX Alternatives (YTD)
CFMSX is at 10.20% YTD. There are 108 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | CFMSX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | CFMSX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | CFMSX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | CFMSX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | CFMSX vs TARKX |
Lowest Volatility Alternatives to CFMSX
CFMSX has 13.95% 1-year volatility. There are 26 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.73% | — | Dec 2002 | CFMSX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | CFMSX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | CFMSX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | CFMSX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | CFMSX vs RSINX |
Lowest Drawdown Alternatives to CFMSX
CFMSX has a 1-year max drawdown of -9.33%. There are 61 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 | CFMSX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | CFMSX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | CFMSX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | CFMSX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | CFMSX vs DNLDX |
Often Compared With CFMSX
Investors most often compare CFMSX with STRGX, MASPX, GABVX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CFMSX with Any Fund or Stock
Compare CFMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFMSX with funds that move differently
Column Mid Cap Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFMSX.
Explore CFMSX Diversifiers