Copeland SMID Cap Dividend Growth Fund (CSMDX) 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 CSMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSMDX
CSMDX charges 0.95% annually. There are 82 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 | CSMDX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | CSMDX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | CSMDX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | CSMDX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | CSMDX vs VSMAX |
Best Risk-Adjusted Alternatives to CSMDX
CSMDX has a PortfoliosLab risk / return rank of 24. There are 155 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | CSMDX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | CSMDX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | CSMDX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | CSMDX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | CSMDX vs RYOTX |
Top Performing CSMDX Alternatives (YTD)
CSMDX is at 12.52% YTD. There are 153 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | CSMDX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | CSMDX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | CSMDX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | CSMDX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | CSMDX vs HASCX |
Lowest Volatility Alternatives to CSMDX
CSMDX has 14.69% 1-year volatility. There are 2 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | CSMDX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | CSMDX vs DFISX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | CSMDX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | CSMDX vs BOSOX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 15.40% | — | Sep 2011 | CSMDX vs FTHSX |
Lowest Drawdown Alternatives to CSMDX
CSMDX has a 1-year max drawdown of -9.20%. There are 38 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 | CSMDX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | CSMDX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | CSMDX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | CSMDX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | CSMDX vs SSCDX |
Other Mutual Funds from Copeland Funds
The 1 most viewed Copeland Funds mutual funds shown here include CDGRX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Copeland Dividend Growth Fund | Diversified Portfolio | 23 | 5.08% | — | Dec 2010 | CSMDX vs CDGRX |
Often Compared With CSMDX
Investors most often compare CSMDX with AFMCX, AUERX, SIVIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CSMDX with Any Fund or Stock
Compare CSMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSMDX with funds that move differently
Copeland SMID Cap Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSMDX.
Explore CSMDX Diversifiers