CRM Small/Mid Cap Value Fund (CRMAX) Alternatives
CRM Small/Mid Cap Value Fund (CRMAX) 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 CRMAX. 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 CRMAX
CRMAX charges 1.19% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among CRMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | CRMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | CRMAX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | CRMAX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | CRMAX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | CRMAX vs SWMCX |
Best Risk-Adjusted Alternatives to CRMAX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 93 | — | CRMAX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | CRMAX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | CRMAX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | CRMAX vs GABVX | |
| The Texas Fund | 74 | Sep 17, 2013 | CRMAX vs BIGTX |
Top Performing CRMAX Alternatives (YTD)
CRMAX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | CRMAX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | CRMAX vs AVEMX | |
| The Texas Fund | 9.34% | Sep 17, 2013 | CRMAX vs BIGTX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | CRMAX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | CRMAX vs FTSIX |
Lowest Volatility Alternatives to CRMAX
CRMAX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.74% | Dec 26, 2019 | CRMAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | CRMAX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | CRMAX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | CRMAX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.07% | Dec 31, 2002 | CRMAX vs GWSAX |
Lowest Drawdown Alternatives to CRMAX
CRMAX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | CRMAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | CRMAX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | CRMAX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | CRMAX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | CRMAX vs KMVAX |
Other Mutual Funds from CRM
Most popular CRM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities Fund | Long-Short | 22 | -0.39% | Aug 15, 2016 | CRMAX vs CRIHX | |
| CRM Mid Cap Value Fund | Mid Cap Blend Equities | 30 | 0.60% | Jan 6, 1998 | CRMAX vs CRIMX | |
| CRM All Cap Value Fund | Mid Cap Blend Equities | 43 | -0.29% | Oct 24, 2006 | CRMAX vs CRMEX | |
| CRM Small Cap Value Fund | Small Cap Blend Equities | 16 | -1.96% | Sep 29, 1995 | CRMAX vs CRMSX |
Often Compared With CRMAX
What investors most often compare with CRMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity MSCI Information Technology Index ETF | Technology Equities | 63 | -6.12% | Oct 21, 2013 | CRMAX vs FTEC | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 6 | -4.35% | Jul 21, 1983 | CRMAX vs GTSGX | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 69 | 3.77% | Mar 20, 2017 | CRMAX vs DSMFX |
Compare CRMAX with Any Fund or Stock
Compare CRMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.