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% | 64.90B | 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 75. There are 18 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | ADKSX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | ADKSX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | ADKSX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | ADKSX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | ADKSX vs WSCVX |
Top Performing ADKSX Alternatives (YTD)
ADKSX is at 14.26% YTD. There are 72 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | ADKSX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | ADKSX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | ADKSX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | ADKSX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | ADKSX vs QRSVX |
Lowest Volatility Alternatives to ADKSX
ADKSX has 15.33% 1-year volatility. There are 12 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.00% | — | Sep 2017 | ADKSX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | ADKSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | ADKSX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | ADKSX vs ARSMX | |
| VELA Small Cap Fund | 14.41% | — | Sep 2020 | ADKSX vs VESMX |
Lowest Drawdown Alternatives to ADKSX
ADKSX has a 1-year max drawdown of -9.28%. There are 43 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 14 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