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 124 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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | CIPSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | CIPSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | CIPSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CIPSX vs VRTGX | |
| 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 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 94 | — | Dec 2016 | CIPSX vs NESIX | |
| Needham Small Cap Growth Fund | 93 | — | May 2002 | CIPSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 92 | — | Dec 2016 | CIPSX vs NEAIX | |
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | CIPSX vs DSCIX | |
| Needham Aggressive Growth Fund | 91 | — | Sep 2001 | CIPSX vs NEAGX |
Top Performing CIPSX Alternatives (YTD)
CIPSX is at 4.39% YTD. There are 145 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 76.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 76.59% | — | Dec 2016 | CIPSX vs NESIX | |
| Needham Small Cap Growth Fund | 76.09% | — | May 2002 | CIPSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 58.23% | — | Dec 2016 | CIPSX vs NEAIX | |
| Needham Aggressive Growth Fund | 57.94% | — | Sep 2001 | CIPSX vs NEAGX | |
| Oberweis Micro Cap Fund | 47.10% | — | Dec 1995 | CIPSX vs OBMCX |
Lowest Volatility Alternatives to CIPSX
CIPSX has 26.21% 1-year volatility. There are 135 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.50% | — | Nov 1995 | CIPSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.36% | — | Jul 2011 | CIPSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.25% | — | Jan 1997 | CIPSX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | CIPSX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | CIPSX vs NBGIX |
Lowest Drawdown Alternatives to CIPSX
CIPSX has a 1-year max drawdown of -31.56%. There are 160 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | CIPSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CIPSX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CIPSX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | CIPSX vs EMCAX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Champlain Mid Cap Fund | Mid Cap Growth Equities | 2 | -2.95% | — | 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.
Compare CIPSX with Any Fund or Stock
Compare CIPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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