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 a closer substitute for your current allocation.
Cheapest Alternatives to CRMSX
CRMSX charges 1.17% annually. There are 121 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | CRMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | CRMSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | CRMSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | CRMSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | CRMSX vs TISBX |
Best Risk-Adjusted Alternatives to CRMSX
CRMSX has a PortfoliosLab risk / return rank of 37. There are 133 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | CRMSX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | CRMSX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | CRMSX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | CRMSX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | CRMSX vs WWSIX |
Top Performing CRMSX Alternatives (YTD)
CRMSX is at 16.04% YTD. There are 92 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | CRMSX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | CRMSX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | CRMSX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | CRMSX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | CRMSX vs MOPIX |
Lowest Volatility Alternatives to CRMSX
CRMSX has 18.97% 1-year volatility. There are 129 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | CRMSX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | CRMSX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | CRMSX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | CRMSX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | CRMSX vs BOSOX |
Lowest Drawdown Alternatives to CRMSX
CRMSX has a 1-year max drawdown of -13.29%. There are 161 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | CRMSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | CRMSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | CRMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | CRMSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | CRMSX vs BIAUX |
Other Mutual Funds from CRM
The 4 most viewed CRM mutual funds shown here include CRIHX, CRMEX, CRIMX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CRM Long/Short Opportunities Fund | Long-Short | 30 | 11.43% | — | Aug 2016 | CRMSX vs CRIHX | |
| CRM All Cap Value Fund | Mid Cap Blend Equities | 59 | 16.69% | — | Oct 2006 | CRMSX vs CRMEX | |
| CRM Mid Cap Value Fund | Mid Cap Blend Equities | 38 | 12.52% | — | Jan 1998 | CRMSX vs CRIMX | |
| CRM Small/Mid Cap Value Fund | Mid Cap Blend Equities | 51 | 18.80% | — | Sep 2004 | CRMSX vs CRMAX |
Often Compared With CRMSX
Investors most often compare CRMSX with TNVIX, AZBIX, HASCX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CRMSX with Any Fund or Stock
Compare CRMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRMSX with funds that move differently
CRM Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRMSX.
Explore CRMSX Diversifiers