CRM All Cap Value Fund (CRMEX) 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 CRMEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CRMEX
CRMEX charges 1.34% annually. There are 107 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 | CRMEX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | CRMEX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | CRMEX vs FSMAX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | CRMEX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | CRMEX vs SWMCX |
Best Risk-Adjusted Alternatives to CRMEX
CRMEX has a PortfoliosLab risk / return rank of 68. There are 15 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | CRMEX vs PFSLX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | CRMEX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | CRMEX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 79 | — | Aug 2004 | CRMEX vs FIIMX | |
| Vanguard Strategic Equity Fund | 79 | 11.50B | Aug 1995 | CRMEX vs VSEQX |
Top Performing CRMEX Alternatives (YTD)
CRMEX is at 19.42% YTD. There are 25 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.66% | — | Jan 2005 | CRMEX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.60% | — | Aug 2015 | CRMEX vs FZFLX | |
| Hodges Fund | 29.12% | — | Oct 1992 | CRMEX vs HDPMX | |
| 13D Activist Fund | 26.16% | — | Dec 2011 | CRMEX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | CRMEX vs FZAMX |
Lowest Volatility Alternatives to CRMEX
CRMEX has 19.93% 1-year volatility. There are 112 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.83% | — | Dec 2002 | CRMEX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.82% | — | Jul 1999 | CRMEX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | CRMEX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | CRMEX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | CRMEX vs RSINX |
Lowest Drawdown Alternatives to CRMEX
CRMEX has a 1-year max drawdown of -12.20%. There are 106 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 | CRMEX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | CRMEX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | CRMEX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | CRMEX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | CRMEX vs DNLDX |
Other Mutual Funds from CRM
The 4 most viewed CRM mutual funds shown here include CRIHX, CRMAX, CRIMX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities Fund | Long-Short | 35 | 12.61% | — | Aug 2016 | CRMEX vs CRIHX | |
| CRM Small/Mid Cap Value Fund | Mid Cap Blend Equities | 61 | 21.61% | — | Sep 2004 | CRMEX vs CRMAX | |
| CRM Mid Cap Value Fund | Mid Cap Blend Equities | 47 | 16.15% | — | Jan 1998 | CRMEX vs CRIMX | |
| CRM Small Cap Value Fund | Small Cap Blend Equities | 44 | 19.01% | — | Sep 1995 | CRMEX vs CRMSX |
Often Compared With CRMEX
Investors most often compare CRMEX with GABVX, BIGTX, GTSGX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CRMEX with Any Fund or Stock
Compare CRMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRMEX with funds that move differently
CRM All Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRMEX.
Explore CRMEX Diversifiers