DEMSX Alternatives & Similar Mutual Funds

DFA Emerging Markets Small Cap Portfolio (DEMSX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DEMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DEMSX

DEMSX charges 0.59% annually. There are 31 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	DEMSX vs FHKFX
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	DEMSX vs FEMSX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	0.06%	—	Jun 2000	DEMSX vs VEMIX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	DEMSX vs FPADX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	DEMSX vs FERGX

Best Risk-Adjusted Alternatives to DEMSX

DEMSX has a PortfoliosLab risk / return rank of 11. There are 205 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
LZEMX	Lazard Emerging Markets Equity Portfolio	94	—	Jul 1994	DEMSX vs LZEMX
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	94	—	—	DEMSX vs RLEMX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	92	—	Oct 2011	DEMSX vs ESCIX
DEMIX	Delaware Emerging Markets Fund	91	—	Jun 1996	DEMSX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	91	—	Jun 1996	DEMSX vs DEMAX

Top Performing DEMSX Alternatives (YTD)

DEMSX is at 1.18% YTD. There are 208 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	68.59%	—	Jun 1996	DEMSX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	68.34%	—	Jun 1996	DEMSX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	67.60%	—	Jun 1996	DEMSX vs DEMCX
FQEMX	Franklin Templeton SMACS: Series EM	50.59%	—	Nov 2021	DEMSX vs FQEMX
GMAQX	GMO Emerging Markets ex-China Fund	37.39%	—	Oct 2021	DEMSX vs GMAQX

Lowest Volatility Alternatives to DEMSX

DEMSX has 15.30% 1-year volatility. There are 28 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
GSIYX	Goldman Sachs GQG Partners International Opportuni...	9.88%	—	Dec 2016	DEMSX vs GSIYX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	10.28%	—	Oct 2011	DEMSX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.51%	—	Dec 2016	DEMSX vs GQGPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.53%	—	—	DEMSX vs GQGIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	11.80%	—	Jan 2019	DEMSX vs FGKPX

Lowest Drawdown Alternatives to DEMSX

DEMSX has a 1-year max drawdown of -11.92%. There are 44 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	DEMSX vs ESCIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	DEMSX vs FGKPX
GSIYX	Goldman Sachs GQG Partners International Opportuni...	-7.81%	—	Dec 2016	DEMSX vs GSIYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	DEMSX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	DEMSX vs COBYX

Other Mutual Funds from Dimensional

The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $43B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	85	21.39%	19.45B	Mar 1993	DEMSX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	93	17.19%	19.17B	Feb 1994	DEMSX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	78	12.26%	—	Dec 2003	DEMSX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	65	9.37%	14.33B	Sep 1999	DEMSX vs DFUSX
DFFVX	DFA U.S. Targeted Value Portfolio Institutional Cl...	Small Cap Value Equities	84	20.09%	16.81B	Feb 2000	DEMSX vs DFFVX
DISVX	DFA International Small Cap Value Portfolio Instit...	Foreign Small & Mid Cap Equities	80	11.89%	14.24B	Dec 1994	DEMSX vs DISVX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	80	13.00%	42.60B	Sep 2005	DEMSX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	74	17.76%	19.72B	Mar 1992	DEMSX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	78	11.80%	41.38B	Sep 2005	DEMSX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	95	18.84%	30.83B	Feb 1993	DEMSX vs DFLVX

Often Compared With DEMSX

Investors most often compare DEMSX with DFESX, DFEVX, AVEE. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFESX	DFA Investment Dimensions Group Inc - Emerging Mar...	Emerging Markets Equities	49	14.39%	—	Aug 2006	DEMSX vs DFESX
DFEVX	DFA Emerging Markets Value Portfolio	Emerging Markets Equities	66	15.08%	14.50B	Mar 1998	DEMSX vs DFEVX
AVEE	Avantis Emerging Markets Small Cap Equity ETF	Emerging Markets Equities	21	2.14%	110.98M	Nov 2023	DEMSX vs AVEE
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	Dividend, Emerging Markets Equities	39	8.16%	1.71B	Oct 2007	DEMSX vs DGS
DEMGX	DFA Emerging Markets Targeted Value Portfolio	Emerging Markets Equities	26	7.31%	—	Nov 2018	DEMSX vs DEMGX
HSCZ	iShares Currency Hedged MSCI EAFE Small Cap ETF	Foreign Small & Mid Cap Equities	78	11.33%	244.27M	Jun 2015	DEMSX vs HSCZ
VWO	Vanguard FTSE Emerging Markets ETF	Emerging Markets Equities	51	9.41%	163.30B	Mar 2005	DEMSX vs VWO
PSHZF	Pershing Square Holdings, Ltd.		33	-19.70%	—	—	DEMSX vs PSHZF
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	DEMSX vs VOO
DRIOX	Driehaus International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	16	5.51%	—	Sep 2007	DEMSX vs DRIOX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	10.49%	2.30T	May 2001	DEMSX vs VTI
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	63	9.34%	349.70B	Jul 1990	DEMSX vs VINIX
RNLSY	Renault SA		34	-17.82%	—	—	DEMSX vs RNLSY
DFSCX	DFA U.S. Micro Cap Portfolio	Small Cap Blend Equities	88	23.22%	7.86B	Dec 1981	DEMSX vs DFSCX
AVES	Avantis Emerging Markets Value ETF	Emerging Markets Equities	39	7.59%	1.41B	Sep 2021	DEMSX vs AVES
AVEM	Avantis Emerging Markets Equity ETF	Emerging Markets Equities	60	16.96%	25.76B	Sep 2019	DEMSX vs AVEM
AVDV	Avantis International Small Cap Value ETF	Foreign Small & Mid Cap Equities	82	12.96%	18.90B	Sep 2019	DEMSX vs AVDV
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	76	14.59%	316.30B	Aug 1999	DEMSX vs VTMGX
DFUVX	DFA U.S. Large Cap Value III Portfolio	Large Cap Value Equities	95	18.91%	—	Feb 1995	DEMSX vs DFUVX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	78	12.09%	38.77B	—	DEMSX vs DFQTX

Compare DEMSX with Any Fund or Stock

Compare DEMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair DEMSX with funds that move differently

DFA Emerging Markets Small Cap Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DEMSX.

Explore DEMSX Diversifiers

DFA Emerging Markets Small Cap Portfolio (DEMSX) Alternatives