Adirondack Small Cap Fund (ADKSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ADKSX
ADKSX charges 1.43% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among ADKSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | ADKSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | ADKSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ADKSX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | ADKSX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | ADKSX vs VRTVX |
Best Risk-Adjusted Alternatives to ADKSX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | ADKSX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | ADKSX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | ADKSX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | ADKSX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | ADKSX vs MMEYX |
Top Performing ADKSX Alternatives (YTD)
ADKSX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | ADKSX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | ADKSX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | ADKSX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | ADKSX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | ADKSX vs MMEYX |
Lowest Volatility Alternatives to ADKSX
ADKSX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | ADKSX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | ADKSX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | ADKSX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | ADKSX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | ADKSX vs TASCX |
Lowest Drawdown Alternatives to ADKSX
ADKSX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | ADKSX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | ADKSX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | ADKSX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | ADKSX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | ADKSX vs JMCRX |
Often Compared With ADKSX
What investors most often compare with ADKSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | ADKSX vs VOO | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | ADKSX vs SSCVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | ADKSX vs PRVIX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | ADKSX vs USBNX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | ADKSX vs HRTVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | ADKSX vs VSCAX |
Compare ADKSX with Any Fund or Stock
Compare ADKSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.