DF Dent Midcap Growth Fund (DFDMX) Alternatives
DF Dent Midcap Growth Fund (DFDMX) belongs to the Mid 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 DFDMX. 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 DFDMX
DFDMX charges 0.85% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among DFDMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | DFDMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | DFDMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | DFDMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | DFDMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DFDMX vs VMGMX |
Best Risk-Adjusted Alternatives to DFDMX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | DFDMX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | DFDMX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | DFDMX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | DFDMX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | DFDMX vs BFGIX |
Top Performing DFDMX Alternatives (YTD)
DFDMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | DFDMX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | DFDMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | DFDMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | DFDMX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | DFDMX vs NEEGX |
Lowest Volatility Alternatives to DFDMX
DFDMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | DFDMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | DFDMX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | DFDMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | DFDMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | DFDMX vs VSNGX |
Lowest Drawdown Alternatives to DFDMX
DFDMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | DFDMX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | DFDMX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | DFDMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | DFDMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | DFDMX vs VLEQX |
Other Mutual Funds from DF Dent Funds
Most popular DF Dent Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DF Dent Premier Growth Fund | Large Cap Growth Equities | 2 | -14.53% | Jul 16, 2001 | DFDMX vs DFDPX | |
| DF Dent Small Cap Growth Fund | Small Cap Growth Equities | 2 | -11.39% | Nov 1, 2013 | DFDMX vs DFDSX |
Often Compared With DFDMX
What investors most often compare with DFDMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 33 | -2.47% | Dec 30, 1992 | DFDMX vs PRDGX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | DFDMX vs VOO |
Compare DFDMX with Any Fund or Stock
Compare DFDMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.