DFA International Small Company Portfolio (DFISX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFISX
DFISX charges 0.39% annually. There are 6 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | DFISX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | DFISX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | DFISX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | DFISX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | DFISX vs AVDVX |
Best Risk-Adjusted Alternatives to DFISX
DFISX has a PortfoliosLab risk / return rank of 60. There are 20 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | DFISX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | DFISX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | DFISX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | DFISX vs HWTIX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | DFISX vs FMNEX |
Top Performing DFISX Alternatives (YTD)
DFISX is at 9.81% YTD. There are 31 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | DFISX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | DFISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | DFISX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | DFISX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | DFISX vs YASLX |
Lowest Volatility Alternatives to DFISX
DFISX has 14.45% 1-year volatility. There are 40 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | DFISX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | DFISX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | DFISX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | DFISX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | DFISX vs QUSIX |
Lowest Drawdown Alternatives to DFISX
DFISX has a 1-year max drawdown of -11.96%. There are 47 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | DFISX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | DFISX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | DFISX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | DFISX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | DFISX vs YASLX |
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.
Often Compared With DFISX
Investors most often compare DFISX with DFIS, VTMGX, FNDC. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DFISX with Any Fund or Stock
Compare DFISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFISX with funds that move differently
DFA International Small Company Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFISX.
Explore DFISX Diversifiers