Keeley Small-Mid Cap Value Fund (KSMIX) Alternatives
Keeley Small-Mid Cap Value Fund (KSMIX) belongs to the Mid 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 KSMIX. 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 KSMIX
KSMIX charges 1.18% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among KSMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | KSMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | KSMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | KSMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | KSMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | KSMIX vs VMVIX |
Best Risk-Adjusted Alternatives to KSMIX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | KSMIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | KSMIX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | KSMIX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | KSMIX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | KSMIX vs VVOAX |
Top Performing KSMIX Alternatives (YTD)
KSMIX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | KSMIX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | KSMIX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | KSMIX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | KSMIX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | KSMIX vs HWMIX |
Lowest Volatility Alternatives to KSMIX
KSMIX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | KSMIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | KSMIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | KSMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | KSMIX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | KSMIX vs RSVAX |
Lowest Drawdown Alternatives to KSMIX
KSMIX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | KSMIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | KSMIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | KSMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | KSMIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | KSMIX vs CISMX |
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 Cap Dividend Value Fund | Small Cap Value Equities | 46 | 4.99% | Dec 1, 2009 | KSMIX vs KSDIX | |
| Keeley Mid Cap Dividend Value Fund | Mid Cap Value Equities | 31 | 0.92% | Oct 3, 2011 | KSMIX vs KMDIX |
Often Compared With KSMIX
What investors most often compare with KSMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Jennison Small Company Fund Class Z | Small Cap Growth Equities | 28 | -2.55% | Mar 1, 1996 | KSMIX vs PSCZX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | KSMIX vs VVOIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | KSMIX vs CIMDX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | KSMIX vs NAMAX |
Compare KSMIX with Any Fund or Stock
Compare KSMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.