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% | 65.50B | 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 45. There are 82 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | DASCX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | DASCX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | DASCX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | DASCX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | DASCX vs TASCX |
Top Performing DASCX Alternatives (YTD)
DASCX is at 21.64% YTD. There are 39 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | DASCX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | DASCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | DASCX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | DASCX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | DASCX vs SSCVX |
Lowest Volatility Alternatives to DASCX
DASCX has 18.11% 1-year volatility. There are 95 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | DASCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | DASCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | DASCX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | DASCX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | DASCX vs RYSEX |
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 | 38 | 14.13% | — | May 1997 | DASCX vs DALCX |
Often Compared With DASCX
Investors most often compare DASCX with DFSVX, VBR, IWM. These 19 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