CRM Small Cap Value Fund (CRMSX) Alternatives
CRM Small Cap Value Fund (CRMSX) belongs to the Small 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 CRMSX. 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 CRMSX
CRMSX charges 1.17% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among CRMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | CRMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | CRMSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | CRMSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | CRMSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | CRMSX vs TISBX |
Best Risk-Adjusted Alternatives to CRMSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | CRMSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | CRMSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | CRMSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | CRMSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | CRMSX vs PRSVX |
Top Performing CRMSX Alternatives (YTD)
CRMSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | CRMSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | CRMSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | CRMSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | CRMSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | CRMSX vs RIVSX |
Lowest Volatility Alternatives to CRMSX
CRMSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | CRMSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | CRMSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | CRMSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | CRMSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | CRMSX vs CSMDX |
Lowest Drawdown Alternatives to CRMSX
CRMSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | CRMSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | CRMSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | CRMSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | CRMSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | CRMSX vs BOSOX |
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 | -1.18% | Aug 15, 2016 | CRMSX vs CRIHX | |
| CRM Mid Cap Value Fund | Mid Cap Blend Equities | 25 | -2.35% | Jan 6, 1998 | CRMSX vs CRIMX | |
| CRM All Cap Value Fund | Mid Cap Blend Equities | 35 | -3.74% | Oct 24, 2006 | CRMSX vs CRMEX | |
| CRM Small/Mid Cap Value Fund | Mid Cap Blend Equities | 24 | -3.18% | Sep 1, 2004 | CRMSX vs CRMAX |
Often Compared With CRMSX
What investors most often compare with CRMSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | CRMSX vs TNVIX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | CRMSX vs SSCDX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | CRMSX vs VSMAX |
Compare CRMSX with Any Fund or Stock
Compare CRMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.