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% | 13.90B | Feb 2019 | DFISX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | DFISX vs AVDVX |
Best Risk-Adjusted Alternatives to DFISX
DFISX has a PortfoliosLab risk / return rank of 38. There are 31 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 95 | — | Sep 2021 | DFISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 95 | — | Aug 2023 | DFISX vs HRIIX | |
| Kopernik Global All-Cap Fund | 80 | — | Oct 2013 | DFISX vs KGGIX | |
| Avantis International Small Cap Value Fund Class G | 80 | — | Jan 2021 | DFISX vs AVANX | |
| Kopernik Global All-Cap Fund Class A | 80 | — | Nov 2013 | DFISX vs KGGAX |
Top Performing DFISX Alternatives (YTD)
DFISX is at 9.65% YTD. There are 56 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 45.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 45.74% | — | Sep 2021 | DFISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 45.63% | — | Aug 2023 | DFISX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 35.70% | — | Mar 2022 | DFISX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 28.42% | — | Nov 1993 | DFISX vs LZISX | |
| Artisan International Explorer Fund | 25.31% | — | May 2022 | DFISX vs ARHBX |
Lowest Volatility Alternatives to DFISX
DFISX has 13.77% 1-year volatility. There are 42 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 10.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 10.99% | — | Jun 2014 | DFISX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.52% | — | Jun 2012 | DFISX vs MIDLX | |
| MFS International New Discovery Fund | 11.54% | — | Oct 1997 | DFISX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.22% | — | Mar 2007 | DFISX vs HLMSX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.23% | — | Oct 2018 | DFISX vs FIQIX |
Lowest Drawdown Alternatives to DFISX
DFISX has a 1-year max drawdown of -11.96%. There are 51 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 | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | DFISX vs WCMSX | |
| 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 | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | DFISX vs WISIX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DFISX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DFISX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DFISX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DFISX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DFISX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DFISX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DFISX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DFISX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DFISX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DFISX vs DFLVX |
Often Compared With DFISX
Investors most often compare DFISX with DFIS, VTMGX, VTIAX. 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