Dean Small Cap Value Fund (DASCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DASCX
DASCX charges 1.13% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among DASCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | DASCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | DASCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DASCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | DASCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | DASCX vs VSMVX |
Best Risk-Adjusted Alternatives to DASCX
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 | DASCX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | DASCX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | DASCX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | DASCX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | DASCX vs MMEYX |
Top Performing DASCX Alternatives (YTD)
DASCX 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 | DASCX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | DASCX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | DASCX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | DASCX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | DASCX vs MMEYX |
Lowest Volatility Alternatives to DASCX
DASCX 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 | DASCX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | DASCX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | DASCX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | DASCX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | DASCX vs TASCX |
Lowest Drawdown Alternatives to DASCX
DASCX 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 | DASCX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | DASCX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | DASCX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | DASCX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | DASCX vs JMCRX |
Other Mutual Funds from Dean Fund
Most popular Dean Fund mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dean Mid Cap Value Fund | Mid Cap Value Equities | 36 | 3.48% | May 28, 1997 | DASCX vs DALCX |
Often Compared With DASCX
What investors most often compare with DASCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ancora MicroCap Fund | Small Cap Value Equities | — | — | Sep 2, 2008 | DASCX vs ANCIX | |
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 57 | 4.70% | Mar 2, 1993 | DASCX vs DFSVX | |
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | DASCX vs VBR | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | DASCX vs IWM | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | DASCX vs SSCVX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | DASCX vs USBNX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | DASCX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | DASCX vs VSCAX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | DASCX vs HRTVX |
Compare DASCX with Any Fund or Stock
Compare DASCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.