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 a closer substitute for your current allocation.
Cheapest Alternatives to CMSCX
CMSCX charges 0.96% annually. There are 53 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 | CMSCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | CMSCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | CMSCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CMSCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | CMSCX vs VISGX |
Best Risk-Adjusted Alternatives to CMSCX
CMSCX has a PortfoliosLab risk / return rank of 72. There are 28 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 | CMSCX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | CMSCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | CMSCX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | CMSCX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | CMSCX vs OBMCX |
Top Performing CMSCX Alternatives (YTD)
CMSCX is at 29.83% YTD. There are 21 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 | CMSCX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | CMSCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | CMSCX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | CMSCX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | CMSCX vs OBMCX |
Lowest Volatility Alternatives to CMSCX
CMSCX has 25.50% 1-year volatility. There are 128 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 | CMSCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | CMSCX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | CMSCX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | CMSCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | CMSCX vs NBGIX |
Lowest Drawdown Alternatives to CMSCX
CMSCX has a 1-year max drawdown of -17.60%. There are 143 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 | CMSCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CMSCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CMSCX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | CMSCX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | CMSCX vs RFIMX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | CMSCX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | CMSCX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | CMSCX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | CMSCX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | CMSCX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | CMSCX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 79 | 31.20% | — | Nov 2000 | CMSCX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 8.24% | — | Dec 1992 | CMSCX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 5.48% | — | Sep 1991 | CMSCX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 26 | 1.13% | — | Mar 2008 | CMSCX vs COSZX |
Often Compared With CMSCX
Investors most often compare CMSCX with FXAIX, VWUSX, CSMCX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CMSCX with Any Fund or Stock
Compare CMSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMSCX with funds that move differently
Columbia Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMSCX.
Explore CMSCX Diversifiers