Keeley Small Cap Fund Class Institutional (WWSIX) 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 WWSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WWSIX
WWSIX charges 1.00% annually. There are 96 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | WWSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | WWSIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | WWSIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | WWSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | WWSIX vs VSMAX |
Best Risk-Adjusted Alternatives to WWSIX
WWSIX has a PortfoliosLab risk / return rank of 95. There is 1 mutual fund in the Small Cap Blend Equities category with a higher risk-adjusted rank, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | WWSIX vs GQSCX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | WWSIX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | WWSIX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | WWSIX vs RIVSX | |
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | WWSIX vs MOPIX |
Top Performing WWSIX Alternatives (YTD)
WWSIX is at 29.05% YTD. There are 3 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | WWSIX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | WWSIX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | WWSIX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | WWSIX vs WESCX | |
| Harbor Small Cap Value Fund | 28.61% | — | Dec 2001 | WWSIX vs HASCX |
Lowest Volatility Alternatives to WWSIX
WWSIX has 20.02% 1-year volatility. There are 153 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | WWSIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | WWSIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | WWSIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | WWSIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | WWSIX vs FTHNX |
Lowest Drawdown Alternatives to WWSIX
WWSIX has a 1-year max drawdown of -10.17%. There are 89 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | WWSIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | WWSIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | WWSIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | WWSIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | WWSIX vs SSCDX |
Other Mutual Funds from Keeley
The 3 most viewed Keeley mutual funds shown here include KSDIX, KSMIX, KMDIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Keeley Small Cap Dividend Value Fund | Small Cap Value Equities | 81 | 20.76% | — | Dec 2009 | WWSIX vs KSDIX | |
| Keeley Small-Mid Cap Value Fund | Mid Cap Value Equities | 60 | 17.73% | — | Aug 2007 | WWSIX vs KSMIX | |
| Keeley Mid Cap Dividend Value Fund | Mid Cap Value Equities | 38 | 15.03% | — | Oct 2011 | WWSIX vs KMDIX |
Often Compared With WWSIX
Investors most often compare WWSIX with NINLX, FSCDX, FDSCX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare WWSIX with Any Fund or Stock
Compare WWSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WWSIX with funds that move differently
Keeley Small Cap Fund Class Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WWSIX.
Explore WWSIX Diversifiers