Columbia Small Cap Value Fund I (CSMIX) Alternatives
Columbia Small Cap Value Fund I (CSMIX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSMIX. 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 CSMIX
CSMIX charges 1.26% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among CSMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | CSMIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | CSMIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CSMIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | CSMIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | CSMIX vs VSMVX |
Best Risk-Adjusted Alternatives to CSMIX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | CSMIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | CSMIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | CSMIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | CSMIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | CSMIX vs MMEYX |
Top Performing CSMIX Alternatives (YTD)
CSMIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | CSMIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | CSMIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | CSMIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | CSMIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | CSMIX vs MMEYX |
Lowest Volatility Alternatives to CSMIX
CSMIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | CSMIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | CSMIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | CSMIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | CSMIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | CSMIX vs TASCX |
Lowest Drawdown Alternatives to CSMIX
CSMIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | CSMIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | CSMIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | CSMIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | CSMIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | CSMIX vs JMCRX |
Other Mutual Funds from Columbia
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Often Compared With CSMIX
What investors most often compare with CSMIX, based on PortfoliosLab usage data.
Compare CSMIX with Any Fund or Stock
Compare CSMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.