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 a closer substitute for your current allocation.
Cheapest Alternatives to DCSVX
DCSVX charges 2.05% annually. There are 123 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 | DCSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DCSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | DCSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DCSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DCSVX vs VRTVX |
Best Risk-Adjusted Alternatives to DCSVX
DCSVX has a PortfoliosLab risk / return rank of 86. There are 29 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | DCSVX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | DCSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | DCSVX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | DCSVX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | DCSVX vs TASVX |
Top Performing DCSVX Alternatives (YTD)
DCSVX is at 21.97% YTD. There are 47 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | DCSVX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | DCSVX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | DCSVX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | DCSVX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | DCSVX vs RYSEX |
Lowest Volatility Alternatives to DCSVX
DCSVX has 16.73% 1-year volatility. There are 47 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | DCSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | DCSVX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | DCSVX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | DCSVX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | DCSVX vs ARSMX |
Lowest Drawdown Alternatives to DCSVX
DCSVX has a 1-year max drawdown of -10.55%. There are 87 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 | DCSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DCSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DCSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DCSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DCSVX vs TSLTX |
Other Mutual Funds from Dunham
The 10 most viewed Dunham mutual funds shown here include DCINX, DCAIX, DAIOX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dunham International Stock Fund | Foreign Large Cap Equities | 89 | 22.83% | — | Dec 2004 | DCSVX vs DCINX | |
| Dunham Long/Short Credit Fund | Nontraditional Bonds | 80 | 0.80% | — | Dec 2004 | DCSVX vs DCAIX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 36 | 2.16% | — | Oct 2013 | DCSVX vs DAIOX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 40 | 13.94% | — | Dec 2004 | DCSVX vs DCDGX | |
| Dunham Dynamic Macro Fund | Multistrategy | 6 | 0.36% | — | Apr 2010 | DCSVX vs DNAVX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 89 | 14.69% | — | Dec 2004 | DCSVX vs DCLVX | |
| Dunham Real Estate Stock Fund | REIT | 26 | 15.86% | — | Dec 2004 | DCSVX vs DCREX | |
| Dunham Monthly Distribution Fund | Event Driven | 87 | 1.32% | — | Jul 2008 | DCSVX vs DAMDX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Equities | 39 | 17.08% | — | Dec 2004 | DCSVX vs DCEMX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 2 | -0.41% | — | Dec 2011 | DCSVX vs DAFGX |
Often Compared With DCSVX
Investors most often compare DCSVX with DCHYX, VTI, BSCMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DCSVX with Any Fund or Stock
Compare DCSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DCSVX with funds that move differently
Dunham Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DCSVX.
Explore DCSVX Diversifiers