Delaware Small Cap Core Fund (DCCIX) 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 DCCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DCCIX
DCCIX charges 0.81% annually. There are 53 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 | DCCIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | DCCIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | DCCIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | DCCIX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | DCCIX vs TISBX |
Best Risk-Adjusted Alternatives to DCCIX
DCCIX has a PortfoliosLab risk / return rank of 55. There are 116 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | DCCIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | DCCIX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | DCCIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | DCCIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | DCCIX vs RYOTX |
Top Performing DCCIX Alternatives (YTD)
DCCIX is at 18.71% YTD. There are 106 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | DCCIX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | DCCIX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | DCCIX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | DCCIX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | DCCIX vs HASCX |
Lowest Volatility Alternatives to DCCIX
DCCIX has 17.07% 1-year volatility. There are 30 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | DCCIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | DCCIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | DCCIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | DCCIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | DCCIX vs BOSOX |
Lowest Drawdown Alternatives to DCCIX
DCCIX has a 1-year max drawdown of -10.35%. There are 92 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 | DCCIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | DCCIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | DCCIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | DCCIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | DCCIX vs SSCDX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 98 | 145.11% | — | Jun 1996 | DCCIX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 18.91% | — | Oct 1993 | DCCIX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 2.76% | — | Jun 2000 | DCCIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | -2.77% | — | Jun 2000 | DCCIX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 62 | 20.04% | — | Jun 1987 | DCCIX vs DEVLX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 24 | 5.18% | — | Aug 2003 | DCCIX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 44 | 2.51% | — | Jan 1984 | DCCIX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 33 | 6.26% | — | Sep 1998 | DCCIX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 29 | 2.29% | — | Sep 1986 | DCCIX vs CXHYX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 87 | 20.12% | — | Aug 1992 | DCCIX vs FIUSX |
Often Compared With DCCIX
Investors most often compare DCCIX with DSCPX, GTSAX, IWM. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.
Compare DCCIX with Any Fund or Stock
Compare DCCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DCCIX with funds that move differently
Delaware Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DCCIX.
Explore DCCIX Diversifiers