DFA Japanese Small Company Portfolio (DFJSX) belongs to the Japan Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFJSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFJSX
DFJSX charges 0.42% annually. There is 1 mutual fund in the Japan Equities category with a lower expense ratio, going as low as 0.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | DFJSX vs FSJPX | |
| Fidelity Japan Smaller Companies Fund | 0.91% | — | Nov 1995 | DFJSX vs FJSCX | |
| Fidelity Advisor Japan Fund Class Z | 0.96% | — | Oct 2018 | DFJSX vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 1.04% | — | Dec 2010 | DFJSX vs FJPIX | |
| T. Rowe Price Japan Fund | 1.05% | — | Dec 1991 | DFJSX vs PRJPX |
Best Risk-Adjusted Alternatives to DFJSX
DFJSX has a PortfoliosLab risk / return rank of 62. There are 7 mutual funds in the Japan Equities category with higher risk-adjusted ranks, going as high as 78.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 78 | — | Oct 2018 | DFJSX vs FIQLX | |
| Fidelity Japan Fund | 77 | — | Sep 1992 | DFJSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 77 | — | Dec 2010 | DFJSX vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 77 | — | Dec 2010 | DFJSX vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 76 | — | Dec 2010 | DFJSX vs FJPTX |
Top Performing DFJSX Alternatives (YTD)
DFJSX is at 15.12% YTD. There are 12 mutual funds in the Japan Equities category with higher YTD returns, going as high as 25.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 25.82% | — | Oct 2018 | DFJSX vs FIQLX | |
| Fidelity Japan Fund | 25.80% | — | Sep 1992 | DFJSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 25.77% | — | Dec 2010 | DFJSX vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 25.60% | — | Dec 2010 | DFJSX vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 25.42% | — | Dec 2010 | DFJSX vs FJPTX |
Lowest Volatility Alternatives to DFJSX
DFJSX has 16.82% 1-year volatility. No mutual funds in the Japan Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 17.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Japan Small Cap Fund | 17.89% | — | Aug 2007 | DFJSX vs HJPSX | |
| Commonwealth Japan Fund | 18.49% | — | Jul 1989 | DFJSX vs CNJFX | |
| T. Rowe Price Japan Fund | 19.34% | — | Dec 1991 | DFJSX vs PRJPX | |
| Fidelity Japan Smaller Companies Fund | 20.28% | — | Nov 1995 | DFJSX vs FJSCX | |
| Fidelity SAI Japan Stock Index Fund | 22.10% | — | Jun 2021 | DFJSX vs FSJPX |
Lowest Drawdown Alternatives to DFJSX
DFJSX has a 1-year max drawdown of -12.53%. There is 1 mutual fund in the Japan Equities category with a shallower 1-year drawdown, going as shallow as -11.44%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Commonwealth Japan Fund | -11.44% | — | Jul 1989 | DFJSX vs CNJFX | |
| Fidelity Advisor Japan Fund Class Z | -12.73% | — | Oct 2018 | DFJSX vs FIQLX | |
| Fidelity Japan Fund | -12.74% | — | Sep 1992 | DFJSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class A | -12.75% | — | Dec 2010 | DFJSX vs FPJAX | |
| Fidelity Advisor Japan Fund Class I | -12.77% | — | Dec 2010 | DFJSX vs FJPIX |
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 DFJSX
Investors most often compare DFJSX with EWJV, DFJ, SMH. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare DFJSX with Any Fund or Stock
Compare DFJSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFJSX with funds that move differently
DFA Japanese Small Company Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFJSX.
Explore DFJSX Diversifiers