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 a closer substitute for your current allocation.
Cheapest Alternatives to DCDGX
DCDGX charges 2.83% annually. There are 169 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | DCDGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | DCDGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | DCDGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | DCDGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | DCDGX vs VISGX |
Best Risk-Adjusted Alternatives to DCDGX
DCDGX has a PortfoliosLab risk / return rank of 43. There are 81 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | DCDGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | DCDGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | DCDGX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | DCDGX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | DCDGX vs NEAIX |
Top Performing DCDGX Alternatives (YTD)
DCDGX is at 19.82% YTD. There are 69 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | DCDGX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | DCDGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | DCDGX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | DCDGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | DCDGX vs OBMCX |
Lowest Volatility Alternatives to DCDGX
DCDGX has 23.21% 1-year volatility. There are 118 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | DCDGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | DCDGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | DCDGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | DCDGX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | DCDGX vs ETMGX |
Lowest Drawdown Alternatives to DCDGX
DCDGX has a 1-year max drawdown of -13.42%. There are 83 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | DCDGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | DCDGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | DCDGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | DCDGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | DCDGX vs RFIMX |
Other Mutual Funds from Dunham
The 10 most viewed Dunham mutual funds shown here include DCINX, DAIOX, DNAVX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dunham International Stock Fund | Foreign Large Cap Equities | 88 | 23.49% | — | Dec 2004 | DCDGX vs DCINX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 60 | 2.94% | — | Oct 2013 | DCDGX vs DAIOX | |
| Dunham Dynamic Macro Fund | Macro Trading | 8 | 0.89% | — | Apr 2010 | DCDGX vs DNAVX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 77 | 11.81% | — | Dec 2004 | DCDGX vs DCLVX | |
| Dunham Real Estate Stock Fund | REIT | 14 | 14.18% | — | Dec 2004 | DCDGX vs DCREX | |
| Dunham Monthly Distribution Fund | Event Driven | 96 | 1.89% | — | Jul 2008 | DCDGX vs DAMDX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 79 | 23.10% | — | Dec 2004 | DCDGX vs DCSVX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 3 | 4.06% | — | Dec 2011 | DCDGX vs DAFGX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 67 | 25.63% | — | Dec 2004 | DCDGX vs DCEMX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 68 | 1.54% | — | Jul 2005 | DCDGX vs DCHYX |
Often Compared With DCDGX
Investors most often compare DCDGX with SSCPX, DCCGX, VLEOX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DCDGX with Any Fund or Stock
Compare DCDGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DCDGX with funds that move differently
Dunham Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DCDGX.
Explore DCDGX Diversifiers