Clarkston Founders Fund (CIMDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CIMDX
CIMDX charges 0.95% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among CIMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | CIMDX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CIMDX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | CIMDX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | CIMDX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | CIMDX vs VMVIX |
Best Risk-Adjusted Alternatives to CIMDX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | CIMDX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | CIMDX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | CIMDX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | CIMDX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | CIMDX vs VVOAX |
Top Performing CIMDX Alternatives (YTD)
CIMDX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | CIMDX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | CIMDX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | CIMDX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | CIMDX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | CIMDX vs HWMIX |
Lowest Volatility Alternatives to CIMDX
CIMDX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | CIMDX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | CIMDX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | CIMDX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | CIMDX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | CIMDX vs RSVAX |
Lowest Drawdown Alternatives to CIMDX
CIMDX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | CIMDX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | CIMDX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | CIMDX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | CIMDX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | CIMDX vs CISMX |
Other Mutual Funds from Clarkston Funds
Most popular Clarkston Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Clarkston Fund | Large Cap Value Equities | 7 | -8.14% | Apr 1, 2016 | CIMDX vs CILGX |
Often Compared With CIMDX
What investors most often compare with CIMDX, 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.