CIPSX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to CIPSX

CIPSX charges 1.26% annually. There are 123 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	CIPSX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	CIPSX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011	CIPSX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	CIPSX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	CIPSX vs VISGX

Best Risk-Adjusted Alternatives to CIPSX

CIPSX has a PortfoliosLab risk / return rank of 1. There are 161 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	CIPSX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	CIPSX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	94	—	Dec 2016	CIPSX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	94	—	Sep 2001	CIPSX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	90	—	Dec 1995	CIPSX vs OBMCX

Top Performing CIPSX Alternatives (YTD)

CIPSX is at 3.44% YTD. There are 145 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	82.25%	—	Dec 2016	CIPSX vs NESIX
NESGX	Needham Small Cap Growth Fund	81.77%	—	May 2002	CIPSX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	59.81%	—	Dec 2016	CIPSX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	59.55%	—	Sep 2001	CIPSX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.67%	—	Dec 1995	CIPSX vs OBMCX

Lowest Volatility Alternatives to CIPSX

CIPSX has 25.98% 1-year volatility. There are 147 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.15%	—	Nov 1995	CIPSX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.15%	—	Jul 2011	CIPSX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.04%	—	Sep 1988	CIPSX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.04%	—	Jul 1999	CIPSX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	CIPSX vs ETEGX

Lowest Drawdown Alternatives to CIPSX

CIPSX has a 1-year max drawdown of -31.56%. There are 159 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	CIPSX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	CIPSX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	CIPSX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	CIPSX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	CIPSX vs RFIMX

Other Mutual Funds from Champlain Funds

The 1 most viewed Champlain Funds mutual funds shown here include CIPMX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CIPMX	Champlain Mid Cap Fund	Mid Cap Growth Equities	3	0.20%	—	Jun 2008	CIPSX vs CIPMX

Often Compared With CIPSX

Investors most often compare CIPSX with VOO, VBR, SPY. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	CIPSX vs VOO
VBR	Vanguard Small-Cap Value ETF	Small Cap Value Equities	52	11.67%	64.90B	Jan 2004	CIPSX vs VBR
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	CIPSX vs SPY
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-6.20%	—	May 1987	CIPSX vs NCLEX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	4	17.61%	—	Dec 2001	CIPSX vs KSOAX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.34%	—	Jan 2003	CIPSX vs HRSMX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	4	17.73%	—	Mar 2000	CIPSX vs KSCOX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	80	25.51%	—	Nov 2013	CIPSX vs DMCRX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	2	1.48%	—	Jun 2006	CIPSX vs PXQSX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	75	35.59%	—	Mar 2011	CIPSX vs CTSIX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	37	11.37%	—	Feb 2005	CIPSX vs JATTX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	47	21.31%	—	Sep 1994	CIPSX vs SSCPX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	37	11.41%	—	Feb 2005	CIPSX vs JANIX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	16	6.39%	—	Jun 1993	CIPSX vs VLEOX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	82	26.02%	—	Oct 1992	CIPSX vs HSPGX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	37	11.47%	—	May 2012	CIPSX vs JGMNX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	83	26.22%	—	Oct 2008	CIPSX vs FGROX

Compare CIPSX with Any Fund or Stock

Compare CIPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CIPSX with funds that move differently

Champlain Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIPSX.

Explore CIPSX Diversifiers

Champlain Small Company Fund (CIPSX) Alternatives