DF Dent Small Cap Growth Fund (DFDSX) belongs to the Small 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 DFDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFDSX
DFDSX charges 1.05% annually. There are 75 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | DFDSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | DFDSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | DFDSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | DFDSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | DFDSX vs VISGX |
Best Risk-Adjusted Alternatives to DFDSX
DFDSX has a PortfoliosLab risk / return rank of 4. There are 156 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 94 | — | Dec 2016 | DFDSX vs NESIX | |
| Needham Small Cap Growth Fund | 94 | — | May 2002 | DFDSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | DFDSX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | DFDSX vs NEAGX | |
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | DFDSX vs DSCIX |
Top Performing DFDSX Alternatives (YTD)
DFDSX is at 0.29% YTD. There are 155 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 78.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 78.78% | — | Dec 2016 | DFDSX vs NESIX | |
| Needham Small Cap Growth Fund | 78.29% | — | May 2002 | DFDSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 60.12% | — | Dec 2016 | DFDSX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.83% | — | Sep 2001 | DFDSX vs NEAGX | |
| Oberweis Micro Cap Fund | 49.06% | — | Dec 1995 | DFDSX vs OBMCX |
Lowest Volatility Alternatives to DFDSX
DFDSX has 18.33% 1-year volatility. There are 33 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.43% | — | Nov 1995 | DFDSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | DFDSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.27% | — | Jan 1997 | DFDSX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.32% | — | Sep 1997 | DFDSX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.40% | — | Sep 1988 | DFDSX vs NBGNX |
Lowest Drawdown Alternatives to DFDSX
DFDSX has a 1-year max drawdown of -17.07%. There are 140 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | DFDSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | DFDSX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | DFDSX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | DFDSX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | DFDSX vs RFIMX |
Other Mutual Funds from DF Dent Funds
The 2 most viewed DF Dent Funds mutual funds shown here include DFDMX, DFDPX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DF Dent Midcap Growth Fund | Mid Cap Growth Equities | 1 | -9.79% | — | Jul 2011 | DFDSX vs DFDMX | |
| DF Dent Premier Growth Fund | Large Cap Growth Equities | 3 | -4.57% | — | Jul 2001 | DFDSX vs DFDPX |
Often Compared With DFDSX
Investors most often compare DFDSX with ^GSPC, ARKK, SCHG. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DFDSX with Any Fund or Stock
Compare DFDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFDSX with funds that move differently
DF Dent Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFDSX.
Explore DFDSX Diversifiers