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% | 14.30B | Feb 2019 | DFISX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | DFISX vs DFVQX |
Best Risk-Adjusted Alternatives to DFISX
DFISX has a PortfoliosLab risk / return rank of 31. There are 28 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 91 | — | Sep 2021 | DFISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 91 | — | Aug 2023 | DFISX vs HRIIX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | DFISX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 72 | — | Jan 2021 | DFISX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | DFISX vs AVDVX |
Top Performing DFISX Alternatives (YTD)
DFISX is at 7.24% YTD. There are 56 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 34.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 34.51% | — | Sep 2021 | DFISX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 34.37% | — | Aug 2023 | DFISX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 24.74% | — | Nov 1993 | DFISX vs LZISX | |
| Calamos International Small Cap Growth Fund | 23.47% | — | Mar 2022 | DFISX vs CSGIX | |
| Artisan International Explorer Fund | 19.56% | — | May 2022 | DFISX vs ARHBX |
Lowest Volatility Alternatives to DFISX
DFISX has 14.28% 1-year volatility. There are 39 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.15% | — | Jun 2014 | DFISX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | DFISX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | DFISX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.48% | — | Mar 2007 | DFISX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | DFISX vs BISMX |
Lowest Drawdown Alternatives to DFISX
DFISX has a 1-year max drawdown of -11.96%. There are 49 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. AUM among these funds goes as high as $42B.
Often Compared With DFISX
Investors most often compare DFISX with DFIS, VTMGX, VTIAX. These 20 comparison targets span 10 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