Kempner Multi-Cap Deep Value Fund (FIKDX) Alternatives
Kempner Multi-Cap Deep Value Fund (FIKDX) belongs to the Large 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 FIKDX. 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 FIKDX
FIKDX charges 0.95% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FIKDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FIKDX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FIKDX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FIKDX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FIKDX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FIKDX vs TILVX |
Best Risk-Adjusted Alternatives to FIKDX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FIKDX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FIKDX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FIKDX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FIKDX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FIKDX vs VALAX |
Top Performing FIKDX Alternatives (YTD)
FIKDX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FIKDX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FIKDX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FIKDX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FIKDX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FIKDX vs HFCVX |
Lowest Volatility Alternatives to FIKDX
FIKDX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FIKDX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FIKDX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FIKDX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FIKDX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FIKDX vs ACIIX |
Lowest Drawdown Alternatives to FIKDX
FIKDX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FIKDX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FIKDX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FIKDX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FIKDX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FIKDX vs PSECX |
Often Compared With FIKDX
What investors most often compare with FIKDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FIKDX vs FSPGX |
Compare FIKDX with Any Fund or Stock
Compare FIKDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.