Keeley Small Cap Dividend Value Fund (KSDIX) Alternatives
Keeley Small Cap Dividend Value Fund (KSDIX) 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 KSDIX. 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 KSDIX
KSDIX charges 1.17% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among KSDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | KSDIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | KSDIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | KSDIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | KSDIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | KSDIX vs VSMVX |
Best Risk-Adjusted Alternatives to KSDIX
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 | KSDIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | KSDIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | KSDIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | KSDIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | KSDIX vs MMEYX |
Top Performing KSDIX Alternatives (YTD)
KSDIX 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 | KSDIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | KSDIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | KSDIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | KSDIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | KSDIX vs MMEYX |
Lowest Volatility Alternatives to KSDIX
KSDIX 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 | KSDIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | KSDIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | KSDIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | KSDIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | KSDIX vs TASCX |
Lowest Drawdown Alternatives to KSDIX
KSDIX 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 | KSDIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | KSDIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | KSDIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | KSDIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | KSDIX vs JMCRX |
Other Mutual Funds from Keeley
Most popular Keeley mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Keeley Small-Mid Cap Value Fund | Mid Cap Value Equities | 52 | 3.19% | Aug 15, 2007 | KSDIX vs KSMIX | |
| Keeley Mid Cap Dividend Value Fund | Mid Cap Value Equities | 31 | 0.92% | Oct 3, 2011 | KSDIX vs KMDIX |
Compare KSDIX with Any Fund or Stock
Compare KSDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.