CAMSX vs. SWSSX
Compare and contrast key facts about Cambiar Small Cap Fund (CAMSX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
CAMSX vs. SWSSX - Performance Comparison
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CAMSX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, CAMSX achieves a 1.25% return, which is significantly higher than SWSSX's -2.49% return. Over the past 10 years, CAMSX has underperformed SWSSX with an annualized return of 7.77%, while SWSSX has yielded a comparatively higher 9.50% annualized return.
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%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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CAMSX vs. SWSSX - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
CAMSX vs. SWSSX — Risk / Return Rank
CAMSX
SWSSX
CAMSX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Small Cap Fund (CAMSX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| CAMSX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.91 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.40 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.33 | -0.09 |
Martin ratioReturn relative to average drawdown | 4.03 | 5.02 | -0.99 |
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
| CAMSX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.91 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.14 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.40 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.33 | +0.06 |
Correlation
The correlation between CAMSX and SWSSX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CAMSX vs. SWSSX - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 10.47%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
CAMSX vs. SWSSX - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -58.43%, roughly equal to the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for CAMSX and SWSSX.
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Drawdown Indicators
| CAMSX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -60.34% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -13.90% | +2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -31.93% | +9.79% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -41.81% | -0.18% |
Current DrawdownCurrent decline from peak | -10.44% | -11.00% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -10.78% | +1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.68% | -0.08% |
Volatility
CAMSX vs. SWSSX - Volatility Comparison
The current volatility for Cambiar Small Cap Fund (CAMSX) is 5.87%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that CAMSX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAMSX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 6.59% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 14.12% | -1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.10% | 23.11% | -3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 22.57% | -3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 24.03% | -3.30% |