Dunham Small Cap Value Fund (DCSVX) Alternatives
Dunham Small Cap Value Fund (DCSVX) 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 DCSVX. 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 DCSVX
DCSVX charges 2.05% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among DCSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | DCSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | DCSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DCSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | DCSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | DCSVX vs VSMVX |
Best Risk-Adjusted Alternatives to DCSVX
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 | DCSVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | DCSVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | DCSVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | DCSVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | DCSVX vs MMEYX |
Top Performing DCSVX Alternatives (YTD)
DCSVX 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 | DCSVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | DCSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | DCSVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | DCSVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | DCSVX vs MMEYX |
Lowest Volatility Alternatives to DCSVX
DCSVX 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 | DCSVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | DCSVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | DCSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | DCSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | DCSVX vs TASCX |
Lowest Drawdown Alternatives to DCSVX
DCSVX 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 | DCSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | DCSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | DCSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | DCSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | DCSVX vs JMCRX |
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 | DCSVX vs DCREX | |
| Dunham International Stock Fund | Foreign Large Cap Equities | 93 | 2.71% | Dec 10, 2004 | DCSVX vs DCINX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 55 | -1.41% | Dec 10, 2004 | DCSVX vs DCLVX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 83 | -0.59% | Oct 31, 2013 | DCSVX vs DAIOX | |
| Dunham Monthly Distribution Fund | Event Driven | 98 | 1.02% | Jul 31, 2008 | DCSVX vs DAMDX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 3 | -19.07% | Dec 8, 2011 | DCSVX vs DAFGX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 77 | 1.93% | Dec 9, 2004 | DCSVX vs DCEMX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 44 | -4.35% | Dec 10, 2004 | DCSVX vs DCDGX | |
| Dunham Dynamic Macro Fund | Macro Trading | 92 | 2.75% | Apr 28, 2010 | DCSVX vs DNAVX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 74 | -1.31% | Jul 1, 2005 | DCSVX vs DCHYX |
Often Compared With DCSVX
What investors most often compare with DCSVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | DCSVX vs VTI | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | DCSVX vs USBNX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | DCSVX vs PRVIX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | DCSVX vs HRTVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | DCSVX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | DCSVX vs VSCAX |
Compare DCSVX with Any Fund or Stock
Compare DCSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.