Columbia Small Cap Growth Fund (CMSCX) Alternatives
Columbia Small Cap Growth Fund (CMSCX) 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 CMSCX. 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 CMSCX
CMSCX charges 0.96% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among CMSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CMSCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | CMSCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | CMSCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | CMSCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | CMSCX vs VISGX |
Best Risk-Adjusted Alternatives to CMSCX
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 | CMSCX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | CMSCX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | CMSCX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | CMSCX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | CMSCX vs HRSMX |
Top Performing CMSCX Alternatives (YTD)
CMSCX 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 | CMSCX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | CMSCX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | CMSCX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | CMSCX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | CMSCX vs OBMCX |
Lowest Volatility Alternatives to CMSCX
CMSCX 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 | CMSCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | CMSCX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | CMSCX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | CMSCX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | CMSCX vs ETEGX |
Lowest Drawdown Alternatives to CMSCX
CMSCX 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 | CMSCX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | CMSCX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | CMSCX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | CMSCX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | CMSCX vs CTSIX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With CMSCX
What investors most often compare with CMSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | CMSCX vs FXAIX | |
| Vanguard U.S. Growth Fund Investor Shares | Large Cap Growth Equities | 15 | -15.06% | Jan 6, 1959 | CMSCX vs VWUSX | |
| Congress Small Cap Growth Fund | Small Cap Growth Equities | 26 | -4.16% | Dec 9, 1999 | CMSCX vs CSMCX | |
| Columbia Integrated Small Cap Growth Fund | Small Cap Growth Equities | — | — | Jan 30, 2008 | CMSCX vs ISGLX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | CMSCX vs NCLEX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | CMSCX vs PNSAX |
Compare CMSCX with Any Fund or Stock
Compare CMSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.