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 a closer substitute for your current allocation.
Cheapest Alternatives to DFDMX
DFDMX charges 0.85% annually. There are 60 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | DFDMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | DFDMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | DFDMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | DFDMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | DFDMX vs VMGMX |
Best Risk-Adjusted Alternatives to DFDMX
DFDMX has a PortfoliosLab risk / return rank of 1. There are 154 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | DFDMX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | DFDMX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | DFDMX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | DFDMX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | DFDMX vs POAGX |
Top Performing DFDMX Alternatives (YTD)
DFDMX is at -9.39% YTD. There are 161 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | DFDMX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | DFDMX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | DFDMX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | DFDMX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | DFDMX vs CTIGX |
Lowest Volatility Alternatives to DFDMX
DFDMX has 15.78% 1-year volatility. There are 41 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | DFDMX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | DFDMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | DFDMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | DFDMX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | DFDMX vs SGFFX |
Lowest Drawdown Alternatives to DFDMX
DFDMX has a 1-year max drawdown of -22.32%. There are 152 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | DFDMX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | DFDMX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | DFDMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | DFDMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | DFDMX vs SECUX |
Other Mutual Funds from DF Dent Funds
The 2 most viewed DF Dent Funds mutual funds shown here include DFDPX, DFDSX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DF Dent Premier Growth Fund | Large Cap Growth Equities | 4 | -1.06% | — | Jul 2001 | DFDMX vs DFDPX | |
| DF Dent Small Cap Growth Fund | Small Cap Growth Equities | 3 | -0.71% | — | Nov 2013 | DFDMX vs DFDSX |
Often Compared With DFDMX
Investors most often compare DFDMX with PRDGX, VOO, BFGIX. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare DFDMX with Any Fund or Stock
Compare DFDMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFDMX with funds that move differently
DF Dent Midcap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFDMX.
Explore DFDMX Diversifiers