CAMSX vs. VSCIX
Compare and contrast key facts about Cambiar Small Cap Fund (CAMSX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
CAMSX vs. VSCIX - Performance Comparison
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CAMSX vs. VSCIX - 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, CAMSX achieves a 1.25% return, which is significantly higher than VSCIX's -1.21% return. Over the past 10 years, CAMSX has underperformed VSCIX with an annualized return of 7.77%, while VSCIX has yielded a comparatively higher 10.16% 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%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
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CAMSX vs. VSCIX - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Return for Risk
CAMSX vs. VSCIX — Risk / Return Rank
CAMSX
VSCIX
CAMSX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Small Cap Fund (CAMSX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.75 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.19 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.97 | +0.27 |
Martin ratioReturn relative to average drawdown | 4.03 | 4.21 | -0.18 |
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
| CAMSX | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.75 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.24 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.47 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.38 | +0.01 |
Correlation
The correlation between CAMSX and VSCIX is 0.94, 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. VSCIX - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 10.47%, more than VSCIX's 1.39% 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
CAMSX vs. VSCIX - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -58.43%, roughly equal to the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for CAMSX and VSCIX.
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Drawdown Indicators
| CAMSX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -59.66% | +1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -14.30% | +2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -28.13% | +5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -41.81% | -0.18% |
Current DrawdownCurrent decline from peak | -10.44% | -8.97% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -10.18% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.29% | +0.31% |
Volatility
CAMSX vs. VSCIX - Volatility Comparison
Cambiar Small Cap Fund (CAMSX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) have volatilities of 5.87% and 5.90%, 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
| CAMSX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 5.90% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 12.22% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.10% | 21.62% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 20.70% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 21.53% | -0.80% |