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 a closer substitute for your current allocation.
Cheapest Alternatives to CMCMX
CMCMX charges 1.50% annually. There are 147 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 | CMCMX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | CMCMX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | CMCMX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CMCMX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | CMCMX vs VISGX |
Best Risk-Adjusted Alternatives to CMCMX
CMCMX has a PortfoliosLab risk / return rank of 16. There are 131 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | CMCMX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | CMCMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | CMCMX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | CMCMX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | CMCMX vs OBMCX |
Top Performing CMCMX Alternatives (YTD)
CMCMX is at 6.96% YTD. There are 139 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | CMCMX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | CMCMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | CMCMX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | CMCMX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | CMCMX vs OBMCX |
Lowest Volatility Alternatives to CMCMX
CMCMX has 22.32% 1-year volatility. There are 107 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | CMCMX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | CMCMX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | CMCMX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | CMCMX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | CMCMX vs NBGIX |
Lowest Drawdown Alternatives to CMCMX
CMCMX has a 1-year max drawdown of -16.58%. There are 133 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 | CMCMX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CMCMX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CMCMX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | CMCMX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | CMCMX vs RFIMX |
Other Mutual Funds from Conestoga Capital Advisors
The 3 most viewed Conestoga Capital Advisors mutual funds shown here include CCASX, CCSMX, CCALX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Conestoga Small Cap | Small Cap Growth Equities | 4 | 3.54% | — | Oct 2002 | CMCMX vs CCASX | |
| Conestoga SMid Cap Fund | Mid Cap Growth Equities | 1 | -8.61% | — | Jan 2014 | CMCMX vs CCSMX | |
| Conestoga Small Cap Fund Institutional Class | Small Cap Growth Equities | 4 | 3.66% | — | Aug 2014 | CMCMX vs CCALX |
Often Compared With CMCMX
Investors most often compare CMCMX with FCNTX, CTSIX, HSPGX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CMCMX with Any Fund or Stock
Compare CMCMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMCMX with funds that move differently
Conestoga Micro Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMCMX.
Explore CMCMX Diversifiers