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 a closer substitute for your current allocation.
Cheapest Alternatives to CIPMX
CIPMX charges 1.09% annually. There are 115 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 | CIPMX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | CIPMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | CIPMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | CIPMX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | CIPMX vs VMFGX |
Best Risk-Adjusted Alternatives to CIPMX
CIPMX has a PortfoliosLab risk / return rank of 2. There are 136 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 | CIPMX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | CIPMX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | CIPMX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | CIPMX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | CIPMX vs POAGX |
Top Performing CIPMX Alternatives (YTD)
CIPMX is at -2.90% YTD. There are 145 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 | CIPMX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | CIPMX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | CIPMX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | CIPMX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | CIPMX vs OEGYX |
Lowest Volatility Alternatives to CIPMX
CIPMX has 15.05% 1-year volatility. There are 25 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 | CIPMX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | CIPMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | CIPMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | CIPMX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | CIPMX vs RIPIX |
Lowest Drawdown Alternatives to CIPMX
CIPMX has a 1-year max drawdown of -14.68%. There are 95 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 | CIPMX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | CIPMX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | CIPMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | CIPMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | CIPMX vs SECUX |
Other Mutual Funds from Champlain Funds
The 1 most viewed Champlain Funds mutual funds shown here include CIPSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Champlain Small Company Fund | Small Cap Growth Equities | 1 | 5.10% | — | Nov 2004 | CIPMX vs CIPSX |
Often Compared With CIPMX
Investors most often compare CIPMX with PEXL, COWZ, FBGRX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CIPMX with Any Fund or Stock
Compare CIPMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CIPMX with funds that move differently
Champlain Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIPMX.
Explore CIPMX Diversifiers