Champlain Mid Cap Fund (CIPMX) Alternatives
Champlain Mid Cap Fund (CIPMX) 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 CIPMX. 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 CIPMX
CIPMX charges 1.09% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among CIPMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | CIPMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | CIPMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | CIPMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CIPMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CIPMX vs VMGMX |
Best Risk-Adjusted Alternatives to CIPMX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | CIPMX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | CIPMX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | CIPMX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | CIPMX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | CIPMX vs BFGIX |
Top Performing CIPMX Alternatives (YTD)
CIPMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | CIPMX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | CIPMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | CIPMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | CIPMX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | CIPMX vs NEEGX |
Lowest Volatility Alternatives to CIPMX
CIPMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | CIPMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | CIPMX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | CIPMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | CIPMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | CIPMX vs VSNGX |
Lowest Drawdown Alternatives to CIPMX
CIPMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | CIPMX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | CIPMX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | CIPMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | CIPMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | CIPMX vs VLEQX |
Other Mutual Funds from Champlain Funds
Most popular Champlain Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Champlain Small Company Fund | Small Cap Growth Equities | 0 | -10.03% | Nov 30, 2004 | CIPMX vs CIPSX |
Often Compared With CIPMX
What investors most often compare with CIPMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pacer US Cash Cows 100 ETF | Mid Cap Value Equities, Dividend | 60 | 4.30% | Dec 16, 2016 | CIPMX vs COWZ | |
| Pacer US Export Leaders ETF | Mid Cap Blend Equities | 71 | -3.74% | Jul 23, 2018 | CIPMX vs PEXL | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | CIPMX vs FBGRX | |
| iShares Core S&P Small-Cap ETF | Small Cap Blend Equities | 58 | 3.60% | May 22, 2000 | CIPMX vs IJR | |
| iShares Morningstar Mid-Cap Growth ETF | Mid Cap Growth Equities | 35 | -1.19% | Jun 28, 2004 | CIPMX vs IMCG | |
| SPDR S&P MidCap 400 ETF | Small Cap Growth Equities | 52 | 2.49% | May 4, 1995 | CIPMX vs MDY | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | CIPMX vs IVV | |
| Fidelity Mid Cap Index Fund | Mid Cap Blend Equities | 34 | -1.30% | Sep 8, 2011 | CIPMX vs FSMDX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CIPMX vs VOO | |
| Vanguard S&P Mid-Cap 400 Index Fund Institutional ... | Mid Cap Blend Equities | 32 | -0.37% | Mar 28, 2011 | CIPMX vs VSPMX | |
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | CIPMX vs VO |
Compare CIPMX with Any Fund or Stock
Compare CIPMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.