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 116 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% | 34.80B | 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 4. There are 110 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | CIPMX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | CIPMX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | CIPMX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | CIPMX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | CIPMX vs TAAGX |
Top Performing CIPMX Alternatives (YTD)
CIPMX is at 2.60% YTD. There are 111 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | CIPMX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | CIPMX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | CIPMX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | CIPMX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | CIPMX vs WWNPX |
Lowest Volatility Alternatives to CIPMX
CIPMX has 15.15% 1-year volatility. There are 22 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | CIPMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | CIPMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | CIPMX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | CIPMX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | CIPMX vs PMEGX |
Lowest Drawdown Alternatives to CIPMX
CIPMX has a 1-year max drawdown of -14.68%. There are 88 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | CIPMX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | CIPMX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | CIPMX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | CIPMX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | CIPMX vs FAMVX |
Other Mutual Funds from Champlain
The 2 most viewed Champlain mutual funds shown here include CIPSX, CIPIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Champlain Small Company Fund | Small Cap Growth Equities | 1 | 6.88% | — | Nov 2004 | CIPMX vs CIPSX | |
| Champlain Mid Cap Fund Institutional Class | Mid Cap Growth Equities | 4 | 2.75% | — | Jun 2008 | CIPMX vs CIPIX |
Often Compared With CIPMX
Investors most often compare CIPMX with PEXL, COWZ, IJR. These 20 comparison targets span 8 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