Dean Small Cap Value Fund (DASCX) 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 DASCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DASCX
DASCX charges 1.13% annually. There are 71 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | DASCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DASCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | DASCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DASCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DASCX vs VSMVX |
Best Risk-Adjusted Alternatives to DASCX
DASCX has a PortfoliosLab risk / return rank of 75. There are 78 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | DASCX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | DASCX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | DASCX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | DASCX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | DASCX vs TASVX |
Top Performing DASCX Alternatives (YTD)
DASCX is at 23.05% YTD. There are 37 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | DASCX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | DASCX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | DASCX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | DASCX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | DASCX vs RYSEX |
Lowest Volatility Alternatives to DASCX
DASCX has 17.82% 1-year volatility. There are 88 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | DASCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | DASCX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | DASCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | DASCX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | DASCX vs USBNX |
Lowest Drawdown Alternatives to DASCX
DASCX has a 1-year max drawdown of -13.11%. There are 113 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | DASCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DASCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DASCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DASCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DASCX vs TSLTX |
Other Mutual Funds from Dean Fund
The 1 most viewed Dean Fund mutual funds shown here include DALCX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dean Mid Cap Value Fund | Mid Cap Value Equities | 66 | 16.10% | — | May 1997 | DASCX vs DALCX |
Often Compared With DASCX
Investors most often compare DASCX with DFSVX, VBR, IWM. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DASCX with Any Fund or Stock
Compare DASCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DASCX with funds that move differently
Dean Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DASCX.
Explore DASCX Diversifiers