Clarkston Founders Fund (CIMDX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CIMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CIMDX
CIMDX charges 0.95% annually. There are 61 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | CIMDX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | CIMDX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | CIMDX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | CIMDX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | CIMDX vs VMVIX |
Best Risk-Adjusted Alternatives to CIMDX
CIMDX has a PortfoliosLab risk / return rank of 4. There are 111 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | CIMDX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | CIMDX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | CIMDX vs VVOAX | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | CIMDX vs UMCVX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | CIMDX vs HAMVX |
Top Performing CIMDX Alternatives (YTD)
CIMDX is at -4.16% YTD. There are 114 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.24% | — | Jan 1997 | CIMDX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | CIMDX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | CIMDX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | CIMDX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | CIMDX vs FSLSX |
Lowest Volatility Alternatives to CIMDX
CIMDX has 15.98% 1-year volatility. There are 81 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | CIMDX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | CIMDX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | CIMDX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | CIMDX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | Mar 2004 | CIMDX vs ACLAX |
Lowest Drawdown Alternatives to CIMDX
CIMDX has a 1-year max drawdown of -11.30%. There are 103 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | CIMDX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | CIMDX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | CIMDX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | CIMDX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | CIMDX vs VMVAX |
Other Mutual Funds from Clarkston Funds
The 2 most viewed Clarkston Funds mutual funds shown here include CISMX, CILGX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Clarkston Partners Fund | Mid Cap Value Equities | 3 | -0.48% | — | Sep 2015 | CIMDX vs CISMX | |
| Clarkston Fund | Large Cap Value Equities | 4 | -6.09% | — | Apr 2016 | CIMDX vs CILGX |
Often Compared With CIMDX
Investors most often compare CIMDX with SPY, DALCX, JVMRX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CIMDX with Any Fund or Stock
Compare CIMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CIMDX with funds that move differently
Clarkston Founders Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIMDX.
Explore CIMDX Diversifiers