Adirondack Small Cap Fund (ADKSX) 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 ADKSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADKSX
ADKSX charges 1.43% annually. There are 110 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 | ADKSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | ADKSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | ADKSX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | ADKSX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | ADKSX vs VSMVX |
Best Risk-Adjusted Alternatives to ADKSX
ADKSX has a PortfoliosLab risk / return rank of 90. There are 16 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | ADKSX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | ADKSX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | ADKSX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | ADKSX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | ADKSX vs TASVX |
Top Performing ADKSX Alternatives (YTD)
ADKSX is at 19.13% YTD. There are 78 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | ADKSX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | ADKSX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | ADKSX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | ADKSX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | ADKSX vs RYSEX |
Lowest Volatility Alternatives to ADKSX
ADKSX has 15.04% 1-year volatility. There are 11 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | ADKSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | ADKSX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | ADKSX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | ADKSX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | ADKSX vs USBNX |
Lowest Drawdown Alternatives to ADKSX
ADKSX has a 1-year max drawdown of -9.28%. There are 42 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 | ADKSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | ADKSX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | ADKSX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | ADKSX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | ADKSX vs TSLTX |
Often Compared With ADKSX
Investors most often compare ADKSX with VOO, PRVIX, HRTVX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ADKSX with Any Fund or Stock
Compare ADKSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADKSX with funds that move differently
Adirondack Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADKSX.
Explore ADKSX Diversifiers