Dunham Small Cap Growth Fund (DCDGX) Alternatives
Dunham Small Cap Growth Fund (DCDGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DCDGX. 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 DCDGX
DCDGX charges 2.83% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among DCDGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | DCDGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | DCDGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | DCDGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | DCDGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | DCDGX vs VISGX |
Best Risk-Adjusted Alternatives to DCDGX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | DCDGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | DCDGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | DCDGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | DCDGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | DCDGX vs HRSMX |
Top Performing DCDGX Alternatives (YTD)
DCDGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | DCDGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | DCDGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | DCDGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | DCDGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | DCDGX vs OBMCX |
Lowest Volatility Alternatives to DCDGX
DCDGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | DCDGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | DCDGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | DCDGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | DCDGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | DCDGX vs ETEGX |
Lowest Drawdown Alternatives to DCDGX
DCDGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | DCDGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | DCDGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | DCDGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | DCDGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | DCDGX vs CTSIX |
Other Mutual Funds from Dunham
Most popular Dunham mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dunham Real Estate Stock Fund | REIT | 7 | 1.86% | Dec 10, 2004 | DCDGX vs DCREX | |
| Dunham International Stock Fund | Foreign Large Cap Equities | 93 | 2.71% | Dec 10, 2004 | DCDGX vs DCINX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 55 | -1.41% | Dec 10, 2004 | DCDGX vs DCLVX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 83 | -0.59% | Oct 31, 2013 | DCDGX vs DAIOX | |
| Dunham Monthly Distribution Fund | Event Driven | 98 | 1.02% | Jul 31, 2008 | DCDGX vs DAMDX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 3 | -19.07% | Dec 8, 2011 | DCDGX vs DAFGX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 55 | 2.51% | Dec 10, 2004 | DCDGX vs DCSVX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 77 | 1.93% | Dec 9, 2004 | DCDGX vs DCEMX | |
| Dunham Dynamic Macro Fund | Macro Trading | 92 | 2.75% | Apr 28, 2010 | DCDGX vs DNAVX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 74 | -1.31% | Jul 1, 2005 | DCDGX vs DCHYX |
Often Compared With DCDGX
What investors most often compare with DCDGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | DCDGX vs PNSAX |
Compare DCDGX with Any Fund or Stock
Compare DCDGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.