Champlain Mid Cap Fund Institutional Class (CIPIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CIPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CIPIX
CIPIX charges 0.84% annually. There are 56 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | CIPIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | CIPIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | CIPIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | CIPIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | CIPIX vs VMFGX |
Best Risk-Adjusted Alternatives to CIPIX
CIPIX has a PortfoliosLab risk / return rank of 3. There are 135 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | CIPIX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | CIPIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | CIPIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | CIPIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | CIPIX vs POAGX |
Top Performing CIPIX Alternatives (YTD)
CIPIX is at -2.75% YTD. There are 144 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | CIPIX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | CIPIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | CIPIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | CIPIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | CIPIX vs OEGYX |
Lowest Volatility Alternatives to CIPIX
CIPIX has 15.03% 1-year volatility. There are 24 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | CIPIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | CIPIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | CIPIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | CIPIX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | CIPIX vs RIPIX |
Lowest Drawdown Alternatives to CIPIX
CIPIX has a 1-year max drawdown of -14.65%. There are 93 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | CIPIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | CIPIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | CIPIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | CIPIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | CIPIX vs SECUX |
Often Compared With CIPIX
Investors most often compare CIPIX with LSHAX, KMKNX, EEOFX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | Mid Cap Growth Equities | 3 | 22.50% | — | May 2007 | CIPIX vs LSHAX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 2 | 6.71% | — | Jan 2006 | CIPIX vs KMKNX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 66 | 26.50% | — | Sep 2017 | CIPIX vs EEOFX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 2 | 12.75% | — | Dec 1999 | CIPIX vs WWNPX | |
| Fidelity Extended Market Index Fund | Mid Cap Blend Equities | 47 | 15.43% | — | — | CIPIX vs FSMAX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 66 | 21.40% | — | Jul 1994 | CIPIX vs SSMGX | |
| Sparrow Growth Fund | Mid Cap Growth Equities | 10 | 0.86% | — | Oct 1998 | CIPIX vs SGFFX |
Compare CIPIX with Any Fund or Stock
Compare CIPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CIPIX with funds that move differently
Champlain Mid Cap Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIPIX.
Explore CIPIX Diversifiers