CRM Mid Cap Value Fund (CRIMX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CRIMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CRIMX
CRIMX charges 0.98% annually. There are 76 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | CRIMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | CRIMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | CRIMX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | CRIMX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | CRIMX vs FSMAX |
Best Risk-Adjusted Alternatives to CRIMX
CRIMX has a PortfoliosLab risk / return rank of 40. There are 67 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | CRIMX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | CRIMX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | CRIMX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | CRIMX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | CRIMX vs FZAMX |
Top Performing CRIMX Alternatives (YTD)
CRIMX is at 15.90% YTD. There are 56 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | CRIMX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | CRIMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | CRIMX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | CRIMX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | CRIMX vs FZAMX |
Lowest Volatility Alternatives to CRIMX
CRIMX has 18.44% 1-year volatility. There are 105 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | CRIMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | CRIMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | CRIMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | CRIMX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | CRIMX vs RSINX |
Lowest Drawdown Alternatives to CRIMX
CRIMX has a 1-year max drawdown of -12.35%. There are 108 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | CRIMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | CRIMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | CRIMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | CRIMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | CRIMX vs DNLDX |
Other Mutual Funds from CRM
The 4 most viewed CRM mutual funds shown here include CRIHX, CRMEX, CRMAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities Fund | Long-Short | 29 | 10.17% | — | Aug 2016 | CRIMX vs CRIHX | |
| CRM All Cap Value Fund | Mid Cap Blend Equities | 62 | 19.14% | — | Oct 2006 | CRIMX vs CRMEX | |
| CRM Small/Mid Cap Value Fund | Mid Cap Blend Equities | 58 | 21.70% | — | Sep 2004 | CRIMX vs CRMAX | |
| CRM Small Cap Value Fund | Small Cap Blend Equities | 41 | 19.48% | — | Sep 1995 | CRIMX vs CRMSX |
Often Compared With CRIMX
Investors most often compare CRIMX with PREIX, BIGTX, GTSGX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CRIMX with Any Fund or Stock
Compare CRIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRIMX with funds that move differently
CRM Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRIMX.
Explore CRIMX Diversifiers