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 a closer substitute for your current allocation.
Cheapest Alternatives to CRMAX
CRMAX charges 1.19% annually. There are 99 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 | CRMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | CRMAX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | CRMAX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | CRMAX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | CRMAX vs FSMAX |
Best Risk-Adjusted Alternatives to CRMAX
CRMAX has a PortfoliosLab risk / return rank of 64. There are 19 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | CRMAX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | CRMAX vs VSEQX | |
| Gotham Enhanced Return Fund | 84 | — | May 2013 | CRMAX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 81 | — | Mar 2006 | CRMAX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | CRMAX vs FZAMX |
Top Performing CRMAX Alternatives (YTD)
CRMAX is at 22.36% YTD. There are 10 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 39.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 39.46% | — | Jan 2005 | CRMAX vs PFSLX | |
| 13D Activist Fund | 31.30% | — | Dec 2011 | CRMAX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 29.91% | — | Aug 2015 | CRMAX vs FZFLX | |
| Hodges Fund | 26.73% | — | Oct 1992 | CRMAX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | CRMAX vs FZAMX |
Lowest Volatility Alternatives to CRMAX
CRMAX has 20.47% 1-year volatility. There are 115 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.68% | — | Dec 2002 | CRMAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | CRMAX vs TLVAX | |
| Boston Trust Midcap Fund | 11.77% | — | — | CRMAX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.89% | — | Aug 2011 | CRMAX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | CRMAX vs RSINX |
Lowest Drawdown Alternatives to CRMAX
CRMAX has a 1-year max drawdown of -12.79%. There are 114 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 | CRMAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | CRMAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | CRMAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | CRMAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | CRMAX vs DNLDX |
Other Mutual Funds from CRM
The 4 most viewed CRM mutual funds shown here include CRIHX, CRMEX, CRIMX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities Fund | Long-Short | 34 | 10.95% | — | Aug 2016 | CRMAX vs CRIHX | |
| CRM All Cap Value Fund | Mid Cap Blend Equities | 67 | 19.14% | — | Oct 2006 | CRMAX vs CRMEX | |
| CRM Mid Cap Value Fund | Mid Cap Blend Equities | 43 | 15.77% | — | Jan 1998 | CRMAX vs CRIMX | |
| CRM Small Cap Value Fund | Small Cap Blend Equities | 46 | 20.03% | — | Sep 1995 | CRMAX vs CRMSX |
Often Compared With CRMAX
Investors most often compare CRMAX with FTEC, BIGTX, QCGDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CRMAX with Any Fund or Stock
Compare CRMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRMAX with funds that move differently
CRM Small/Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRMAX.
Explore CRMAX Diversifiers