North Star Dividend Fund (NSDVX) Alternatives
North Star Dividend Fund (NSDVX) 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 NSDVX. 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 NSDVX
NSDVX charges 1.37% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among NSDVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | NSDVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | NSDVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NSDVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | NSDVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | NSDVX vs VSMVX |
Best Risk-Adjusted Alternatives to NSDVX
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 | NSDVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | NSDVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | NSDVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | NSDVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | NSDVX vs MMEYX |
Top Performing NSDVX Alternatives (YTD)
NSDVX 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 | NSDVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | NSDVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | NSDVX vs HWSAX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | NSDVX vs MMEYX | |
| Bridgeway Omni Small-Cap Value Fund | 6.76% | Aug 31, 2011 | NSDVX vs BOSVX |
Lowest Volatility Alternatives to NSDVX
NSDVX 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 | NSDVX vs PVCMX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | NSDVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | NSDVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | NSDVX vs TASCX | |
| VELA Small Cap Fund | 18.97% | Sep 29, 2020 | NSDVX vs VESMX |
Lowest Drawdown Alternatives to NSDVX
NSDVX 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 | NSDVX vs PVCMX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | NSDVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | NSDVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | NSDVX vs JMCRX | |
| AMG River Road Small-Mid Cap Value Fund | -12.25% | Mar 29, 2007 | NSDVX vs ARSMX |
Other Mutual Funds from North Star
Most popular North Star mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Star Opportunity Fund | Diversified Portfolio | 40 | -5.65% | Dec 14, 2011 | NSDVX vs NSOIX | |
| North Star Micro Cap Fund | Small Cap Blend Equities | 18 | -0.05% | May 31, 2013 | NSDVX vs NSMVX | |
| North Star Bond Fund | Nontraditional Bonds | 62 | -0.45% | Dec 18, 2014 | NSDVX vs NSBDX |
Often Compared With NSDVX
What investors most often compare with NSDVX, based on PortfoliosLab usage data.
Compare NSDVX with Any Fund or Stock
Compare NSDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.