CAMSX vs. CAMMX
CAMSX (Cambiar Small Cap Fund) and CAMMX (Cambiar SMID Fund) are both mutual funds - CAMSX is a Small Cap Blend Equities fund managed by Cambiar Funds, while CAMMX is a Mid Cap Blend Equities fund managed by Cambiar Funds. Over the past 10 years, CAMSX returned 9.14%/yr vs 10.49%/yr for CAMMX. Their correlation of 0.92 means they have usually moved in the same direction. CAMSX charges 1.10%/yr vs 0.93%/yr for CAMMX.
Performance
CAMSX vs. CAMMX - Performance Comparison
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Returns By Period
In the year-to-date period, CAMSX achieves a 19.93% return, which is significantly higher than CAMMX's 18.17% return. Over the past 10 years, CAMSX has underperformed CAMMX with an annualized return of 9.14%, while CAMMX has yielded a comparatively higher 10.49% annualized return.
CAMSX
- 1D
- 0.00%
- 1M
- -0.21%
- 6M
- 14.01%
- YTD
- 19.93%
- 1Y
- 29.89%
- 3Y*
- 11.96%
- 5Y*
- 7.48%
- 10Y*
- 9.14%
- ALL TIME*
- 9.06%
CAMMX
- 1D
- -0.65%
- 1M
- 1.02%
- 6M
- 13.82%
- YTD
- 18.17%
- 1Y
- 22.64%
- 3Y*
- 6.34%
- 5Y*
- 4.72%
- 10Y*
- 10.49%
- ALL TIME*
- 9.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
CAMMX Cambiar SMID Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
CAMSX vs. CAMMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 19.93% | 8.91% | 6.01% | 12.12% | -8.70% | 17.24% | 9.52% | 29.01% | -12.51% | 4.01% |
CAMMX Cambiar SMID Fund | 18.17% | 0.08% | -1.42% | 12.93% | -6.07% | 23.32% | 9.60% | 31.00% | -2.68% | 11.77% |
Correlation
The correlation between CAMSX and CAMMX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2011 | 0.92 |
The correlation between CAMSX and CAMMX has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
CAMSX vs. CAMMX — Risk / Return Rank
CAMSX
CAMMX
CAMSX vs. CAMMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Small Cap Fund (CAMSX) and Cambiar SMID Fund (CAMMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CAMSX | CAMMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 2.05 | +0.51 |
| Martin ratioReturn relative to average drawdown | 8.28 | 5.75 | +2.53 |
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Drawdowns
CAMSX vs. CAMMX - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -58.43%, which is greater than CAMMX's maximum drawdown of -41.94%. Use the drawdown chart below to compare losses from any high point for CAMSX and CAMMX.
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Drawdown Indicators
| CAMSX | CAMMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -41.94% | -16.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.44% | -9.49% | -0.95% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -21.75% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -21.75% | -0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -41.94% | -0.05% |
Current DrawdownCurrent decline from peak | -1.54% | -1.79% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -5.91% | -2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.39% | -0.16% |
Volatility
CAMSX vs. CAMMX - Volatility Comparison
The current volatility for Cambiar Small Cap Fund (CAMSX) is 3.43%, while Cambiar SMID Fund (CAMMX) has a volatility of 3.88%. This indicates that CAMSX experiences smaller price fluctuations and is considered to be less risky than CAMMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAMSX | CAMMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.43% | 3.88% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 11.08% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.77% | 15.19% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.71% | 16.96% | +1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.64% | 18.68% | +1.96% |
CAMSX vs. CAMMX - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is higher than CAMMX's 0.93% expense ratio.
Dividends
CAMSX vs. CAMMX - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 8.84%, less than CAMMX's 29.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMMX Cambiar SMID Fund | 29.24% | 34.55% | 6.10% | 0.70% | 0.95% | 11.52% | 0.61% | 4.08% | 6.83% | 0.39% | 0.53% | 0.31% |
CAMSX Cambiar Small Cap Fund | 8.84% | 10.60% | 3.52% | 1.35% | 0.48% | 32.84% | 0.34% | 4.82% | 24.24% | 4.61% | 0.00% | 8.66% |
Frequently Asked Questions
With a correlation of 0.92, CAMSX and CAMMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CAMMX has higher volatility (3.88%) compared to CAMSX (3.43%). In terms of maximum drawdown, CAMSX dropped -58.43% vs CAMMX's -41.94%.
CAMSX currently has the higher Sharpe Ratio (1.60 vs 1.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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