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 54 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% | 47.00B | May 2000 | CMSCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | 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 51. There are 50 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | CMSCX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | CMSCX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | CMSCX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | CMSCX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | CMSCX vs NESGX |
Top Performing CMSCX Alternatives (YTD)
CMSCX is at 18.57% YTD. There are 52 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | CMSCX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | CMSCX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | CMSCX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | CMSCX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | CMSCX vs NEAGX |
Lowest Volatility Alternatives to CMSCX
CMSCX has 26.42% 1-year volatility. There are 132 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | CMSCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | CMSCX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | CMSCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | CMSCX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | CMSCX vs ETEGX |
Lowest Drawdown Alternatives to CMSCX
CMSCX has a 1-year max drawdown of -17.60%. There are 137 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 Fund | -8.60% | — | Nov 1995 | CMSCX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | CMSCX vs SGPIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, GSFTX and span 8 categories.
Often Compared With CMSCX
Investors most often compare CMSCX with FXAIX, VWUSX, ISGLX. These 20 comparison targets span 4 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