Champlain Small Company Fund (CIPSX) Alternatives
Champlain Small Company Fund (CIPSX) belongs to the Small 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 CIPSX. 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 CIPSX
CIPSX charges 1.26% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among CIPSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CIPSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | CIPSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | CIPSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | CIPSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | CIPSX vs VISGX |
Best Risk-Adjusted Alternatives to CIPSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | CIPSX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | CIPSX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | CIPSX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | CIPSX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | CIPSX vs HRSMX |
Top Performing CIPSX Alternatives (YTD)
CIPSX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | CIPSX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | CIPSX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | CIPSX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | CIPSX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | CIPSX vs OBMCX |
Lowest Volatility Alternatives to CIPSX
CIPSX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | CIPSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | CIPSX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | CIPSX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | CIPSX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | CIPSX vs ETEGX |
Lowest Drawdown Alternatives to CIPSX
CIPSX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | CIPSX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | CIPSX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | CIPSX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | CIPSX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | CIPSX vs CTSIX |
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 Mid Cap Fund | Mid Cap Growth Equities | 2 | -11.25% | Jun 30, 2008 | CIPSX vs CIPMX |
Often Compared With CIPSX
What investors most often compare with CIPSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CIPSX vs VOO | |
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | CIPSX vs VBR | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CIPSX vs SPY |
Compare CIPSX with Any Fund or Stock
Compare CIPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.