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 | |
| Matthews Japan Fund | 1.05% | — | Dec 1998 | DFJSX vs MJFOX |
Best Risk-Adjusted Alternatives to DFJSX
DFJSX has a PortfoliosLab risk / return rank of 44. There are 7 mutual funds in the Japan Equities category with higher risk-adjusted ranks, going as high as 60.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 60 | — | Oct 2018 | DFJSX vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 60 | — | Dec 2010 | DFJSX vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 59 | — | Dec 2010 | DFJSX vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 59 | — | Dec 2010 | DFJSX vs FJPTX | |
| Fidelity Advisor Japan Fund Class C | 57 | — | Dec 2010 | DFJSX vs FJPCX |
Top Performing DFJSX Alternatives (YTD)
DFJSX is at 13.78% YTD. There are 12 mutual funds in the Japan Equities category with higher YTD returns, going as high as 24.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 24.66% | — | Oct 2018 | DFJSX vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 24.63% | — | Dec 2010 | DFJSX vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 24.53% | — | Dec 2010 | DFJSX vs FPJAX | |
| Fidelity Japan Fund | 24.48% | — | Sep 1992 | DFJSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class M | 24.35% | — | Dec 2010 | DFJSX vs FJPTX |
Lowest Volatility Alternatives to DFJSX
DFJSX has 16.26% 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 17.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Japan Small Cap Fund | 17.40% | — | Aug 2007 | DFJSX vs HJPSX | |
| Commonwealth Japan Fund | 17.68% | — | Jul 1989 | DFJSX vs CNJFX | |
| Fidelity Japan Smaller Companies Fund | 18.50% | — | Nov 1995 | DFJSX vs FJSCX | |
| T. Rowe Price Japan Fund | 18.87% | — | Dec 1991 | DFJSX vs PRJPX | |
| Fidelity SAI Japan Stock Index Fund | 20.88% | — | 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.
| 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 | DFJSX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DFJSX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DFJSX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DFJSX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DFJSX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DFJSX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DFJSX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DFJSX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DFJSX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DFJSX vs DFLVX |
Often Compared With DFJSX
Investors most often compare DFJSX with EWJV, SMH, VOO. These 9 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares MSCI Japan Value ETF | Japan Equities | 52 | 14.97% | 715.25M | Mar 2019 | DFJSX vs EWJV | |
| VanEck Semiconductor ETF | Semiconductors, Technology Equities | 96 | 77.13% | 67.82B | Dec 2011 | DFJSX vs SMH | |
| Vanguard S&P 500 ETF | S&P 500 | 70 | 10.91% | 1.60T | Sep 2010 | DFJSX vs VOO | |
| WisdomTree Japan SmallCap Dividend Fund | Japan Equities, Dividend | 44 | 9.06% | 394.74M | Jun 2006 | DFJSX vs DFJ | |
| Schwab U.S. Dividend Equity ETF | Dividend | 80 | 19.01% | 94.95B | Oct 2011 | DFJSX vs SCHD | |
| RMB Japan Fund | Japan Equities | — | — | — | Dec 2017 | DFJSX vs RMBPX | |
| Japan Smaller Capitalization Fund | Japan Equities | 31 | 9.82% | — | Mar 1990 | DFJSX vs JOF | |
| Hennessy Japan Fund | Japan Equities | 28 | 19.67% | — | Oct 2003 | DFJSX vs HJPNX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 78 | 12.21% | — | — | DFJSX vs DFQTX |
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