DF Dent Small Cap Growth Fund (DFDSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFDSX
DFDSX charges 1.05% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among DFDSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | DFDSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | DFDSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | DFDSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | DFDSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | DFDSX vs VISGX |
Best Risk-Adjusted Alternatives to DFDSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund | 93 | Sep 4, 2001 | DFDSX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | Dec 30, 2016 | DFDSX vs NEAIX | |
| Driehaus Micro Cap Growth Fund | 91 | Nov 18, 2013 | DFDSX vs DMCRX | |
| Oberweis Micro Cap Fund | 90 | Dec 29, 1995 | DFDSX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 89 | Jan 2, 2003 | DFDSX vs HRSMX |
Top Performing DFDSX Alternatives (YTD)
DFDSX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 31.31% | Mar 20, 2000 | DFDSX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 31.23% | Dec 31, 2001 | DFDSX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 15.52% | Dec 30, 2016 | DFDSX vs NESIX | |
| Needham Small Cap Growth Fund | 15.34% | May 22, 2002 | DFDSX vs NESGX | |
| Oberweis Micro Cap Fund | 13.51% | Dec 29, 1995 | DFDSX vs OBMCX |
Lowest Volatility Alternatives to DFDSX
DFDSX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.50% | Nov 6, 1995 | DFDSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.29% | Jul 29, 2011 | DFDSX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.69% | Jun 23, 1993 | DFDSX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.73% | Jun 28, 2006 | DFDSX vs PXQSX | |
| Nicholas Limited Edition Fund | 19.73% | May 18, 1987 | DFDSX vs NCLEX |
Lowest Drawdown Alternatives to DFDSX
DFDSX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | DFDSX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | DFDSX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | DFDSX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | DFDSX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | DFDSX vs CTSIX |
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 Midcap Growth Fund | Mid Cap Growth Equities | 1 | -13.25% | Jul 1, 2011 | DFDSX vs DFDMX | |
| DF Dent Premier Growth Fund | Large Cap Growth Equities | 3 | -12.01% | Jul 16, 2001 | DFDSX vs DFDPX |
Often Compared With DFDSX
What investors most often compare with DFDSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 67 | -3.95% | — | DFDSX vs ^GSPC | ||
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 41 | -9.73% | Dec 11, 2009 | DFDSX vs SCHG | |
| ARK Innovation ETF | Actively Managed, Technology Equities | 51 | -11.08% | Oct 31, 2014 | DFDSX vs ARKK |
Compare DFDSX with Any Fund or Stock
Compare DFDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.