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 a closer substitute for your current allocation.
Cheapest Alternatives to CSMIX
CSMIX charges 1.26% annually. There are 94 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | CSMIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | CSMIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | CSMIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | CSMIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | CSMIX vs VRTVX |
Best Risk-Adjusted Alternatives to CSMIX
CSMIX has a PortfoliosLab risk / return rank of 59. There are 59 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | CSMIX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | CSMIX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | CSMIX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | CSMIX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | CSMIX vs AVALX |
Top Performing CSMIX Alternatives (YTD)
CSMIX is at 15.08% YTD. There are 94 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | CSMIX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | CSMIX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | CSMIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | CSMIX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | CSMIX vs WSCVX |
Lowest Volatility Alternatives to CSMIX
CSMIX has 18.15% 1-year volatility. There are 82 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | CSMIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | CSMIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | CSMIX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | CSMIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | CSMIX vs ARSMX |
Lowest Drawdown Alternatives to CSMIX
CSMIX has a 1-year max drawdown of -11.94%. There are 103 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | CSMIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | CSMIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | CSMIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | CSMIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | CSMIX vs TSLTX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | CSMIX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | CSMIX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | CSMIX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | CSMIX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | CSMIX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | CSMIX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 79 | 31.20% | — | Nov 2000 | CSMIX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 8.24% | — | Dec 1992 | CSMIX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 5.48% | — | Sep 1991 | CSMIX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 26 | 1.13% | — | Mar 2008 | CSMIX vs COSZX |
Often Compared With CSMIX
Investors most often compare CSMIX with PSLAX, ABYSX, FXAIX. These 20 comparison targets span 6 categories, 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.
Pair CSMIX with funds that move differently
Columbia Small Cap Value Fund I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSMIX.
Explore CSMIX Diversifiers