Knights of Columbus Small Cap Fund (KCSIX) Alternatives
Knights of Columbus Small Cap Fund (KCSIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KCSIX. 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 KCSIX
KCSIX charges 1.05% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among KCSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | KCSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | KCSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | KCSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | KCSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | KCSIX vs VSMAX |
Best Risk-Adjusted Alternatives to KCSIX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | KCSIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | KCSIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | KCSIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | KCSIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | KCSIX vs PRSVX |
Top Performing KCSIX Alternatives (YTD)
KCSIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | KCSIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | KCSIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | KCSIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | KCSIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | KCSIX vs RIVSX |
Lowest Volatility Alternatives to KCSIX
KCSIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | KCSIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | KCSIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | KCSIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | KCSIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | KCSIX vs CSMDX |
Lowest Drawdown Alternatives to KCSIX
KCSIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | KCSIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | KCSIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | KCSIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | KCSIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | KCSIX vs BOSOX |
Other Mutual Funds from Catholic Investor
Most popular Catholic Investor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Knights of Columbus U.S. All Cap Index Fund | Large Cap Blend Equities | 45 | -7.24% | Dec 31, 2019 | KCSIX vs KCXIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 80 | 3.13% | Feb 27, 2015 | KCSIX vs KCVIX | |
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 43 | -11.27% | Feb 27, 2015 | KCSIX vs KCGIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 83 | 3.04% | Dec 1, 2019 | KCSIX vs KCEIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 60 | -1.69% | Feb 27, 2015 | KCSIX vs KCIIX | |
| Knights of Columbus Real Estate Fund | REIT | 6 | 1.27% | Sep 30, 2019 | KCSIX vs KCRIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 35 | -1.24% | Feb 27, 2015 | KCSIX vs KCCIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 85 | -0.92% | Feb 27, 2015 | KCSIX vs KCLIX |
Often Compared With KCSIX
What investors most often compare with KCSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | KCSIX vs TISBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | KCSIX vs TNVIX |
Compare KCSIX with Any Fund or Stock
Compare KCSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.