CAMIX vs. CAMSX
Compare and contrast key facts about Cambiar International Equity Fund (CAMIX) and Cambiar Small Cap Fund (CAMSX).
CAMIX is managed by Cambiar Funds. It was launched on Sep 9, 2002. CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004.
Performance
CAMIX vs. CAMSX - Performance Comparison
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CAMIX vs. CAMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMIX Cambiar International Equity Fund | -5.49% | 26.19% | 8.21% | 12.71% | -17.61% | 5.14% | -0.23% | 19.77% | -18.21% | 21.26% |
CAMSX Cambiar Small Cap Fund | 1.25% | 8.91% | 6.01% | 12.12% | -8.70% | 17.24% | 9.52% | 29.01% | -12.51% | 4.01% |
Returns By Period
In the year-to-date period, CAMIX achieves a -5.49% return, which is significantly lower than CAMSX's 1.25% return. Over the past 10 years, CAMIX has underperformed CAMSX with an annualized return of 4.39%, while CAMSX has yielded a comparatively higher 7.77% annualized return.
CAMIX
- 1D
- 0.76%
- 1M
- -9.25%
- YTD
- -5.49%
- 6M
- -2.51%
- 1Y
- 10.63%
- 3Y*
- 10.82%
- 5Y*
- 3.84%
- 10Y*
- 4.39%
CAMSX
- 1D
- -0.86%
- 1M
- -6.95%
- YTD
- 1.25%
- 6M
- 2.33%
- 1Y
- 16.66%
- 3Y*
- 7.00%
- 5Y*
- 4.34%
- 10Y*
- 7.77%
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CAMIX vs. CAMSX - Expense Ratio Comparison
CAMIX has a 0.98% expense ratio, which is lower than CAMSX's 1.10% expense ratio.
Return for Risk
CAMIX vs. CAMSX — Risk / Return Rank
CAMIX
CAMSX
CAMIX vs. CAMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar International Equity Fund (CAMIX) and Cambiar Small Cap Fund (CAMSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CAMIX | CAMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.82 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.27 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.24 | -0.48 |
Martin ratioReturn relative to average drawdown | 2.85 | 4.03 | -1.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAMIX | CAMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.82 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.23 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.38 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.39 | -0.06 |
Correlation
The correlation between CAMIX and CAMSX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CAMIX vs. CAMSX - Dividend Comparison
CAMIX's dividend yield for the trailing twelve months is around 1.91%, less than CAMSX's 10.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMIX Cambiar International Equity Fund | 1.91% | 1.80% | 1.56% | 1.71% | 2.64% | 1.37% | 1.18% | 3.40% | 0.88% | 2.09% | 1.67% | 0.79% |
CAMSX Cambiar Small Cap Fund | 10.47% | 10.60% | 3.52% | 1.35% | 0.48% | 32.84% | 0.34% | 4.82% | 24.24% | 4.61% | 0.00% | 8.66% |
Drawdowns
CAMIX vs. CAMSX - Drawdown Comparison
The maximum CAMIX drawdown since its inception was -62.67%, which is greater than CAMSX's maximum drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for CAMIX and CAMSX.
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Drawdown Indicators
| CAMIX | CAMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.67% | -58.43% | -4.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -11.67% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -35.14% | -22.14% | -13.00% |
Max Drawdown (10Y)Largest decline over 10 years | -41.71% | -41.99% | +0.28% |
Current DrawdownCurrent decline from peak | -9.90% | -10.44% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -12.96% | -8.90% | -4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 3.60% | -0.63% |
Volatility
CAMIX vs. CAMSX - Volatility Comparison
Cambiar International Equity Fund (CAMIX) and Cambiar Small Cap Fund (CAMSX) have volatilities of 5.74% and 5.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAMIX | CAMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 5.87% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 12.42% | -2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 20.10% | -5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.66% | 18.66% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 20.73% | -4.29% |