Conestoga Micro Cap Fund (CMCMX) Alternatives
Conestoga Micro Cap Fund (CMCMX) 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 CMCMX. 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 CMCMX
CMCMX charges 1.50% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among CMCMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CMCMX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | CMCMX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | CMCMX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | CMCMX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | CMCMX vs VISGX |
Best Risk-Adjusted Alternatives to CMCMX
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 | CMCMX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | CMCMX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | CMCMX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | CMCMX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | CMCMX vs HRSMX |
Top Performing CMCMX Alternatives (YTD)
CMCMX 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 | CMCMX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | CMCMX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | CMCMX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | CMCMX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | CMCMX vs OBMCX |
Lowest Volatility Alternatives to CMCMX
CMCMX 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 | CMCMX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | CMCMX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | CMCMX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | CMCMX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | CMCMX vs ETEGX |
Lowest Drawdown Alternatives to CMCMX
CMCMX 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 | CMCMX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | CMCMX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | CMCMX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | CMCMX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | CMCMX vs CTSIX |
Other Mutual Funds from Conestoga Capital Advisors
Most popular Conestoga Capital Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Conestoga Small Cap | Small Cap Growth Equities | 2 | -8.19% | Oct 1, 2002 | CMCMX vs CCASX | |
| Conestoga SMid Cap Fund | Mid Cap Growth Equities | 1 | -12.22% | Jan 21, 2014 | CMCMX vs CCSMX | |
| Conestoga Mid Cap Fund | Mid Cap Growth Equities | — | — | Jun 28, 2021 | CMCMX vs CCMMX |
Often Compared With CMCMX
What investors most often compare with CMCMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | CMCMX vs FCNTX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | CMCMX vs PNSAX |
Compare CMCMX with Any Fund or Stock
Compare CMCMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.