DFA Asia Pacific Small Company (DFRSX) belongs to the Asia Pacific Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFRSX
DFRSX charges 0.42% annually. There are 2 mutual funds in the Asia Pacific Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Pacific Stock Index Fund Institutional Sh... | 0.08% | — | May 2000 | DFRSX vs VPKIX | |
| Vanguard Pacific Stock Index Fund Admiral Shares | 0.10% | 13.10B | Aug 2001 | DFRSX vs VPADX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 0.81% | — | Oct 2018 | DFRSX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 0.94% | — | Jun 1999 | DFRSX vs FERIX | |
| T. Rowe Price New Asia Fund | 0.99% | — | Sep 1990 | DFRSX vs PRASX |
Best Risk-Adjusted Alternatives to DFRSX
DFRSX has a PortfoliosLab risk / return rank of 37. There are 16 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 97 | — | Dec 1999 | DFRSX vs MATFX | |
| AMG Veritas Asia Pacific Fund | 95 | — | May 1984 | DFRSX vs MGSEX | |
| Fidelity Emerging Asia Fund | 94 | — | Apr 1993 | DFRSX vs FSEAX | |
| Fidelity Advisor Emerging Asia Fund Class I | 94 | — | Jun 1999 | DFRSX vs FERIX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 94 | — | Oct 2018 | DFRSX vs FIQPX |
Top Performing DFRSX Alternatives (YTD)
DFRSX is at 5.26% YTD. There are 18 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 64.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 64.51% | — | Dec 1999 | DFRSX vs MATFX | |
| AMG Veritas Asia Pacific Fund | 53.60% | — | May 1984 | DFRSX vs MGSEX | |
| Matthews Asia ESG Fund | 47.58% | — | Apr 2015 | DFRSX vs MASGX | |
| Fidelity Advisor Emerging Asia Fund Class Z | 40.28% | — | Oct 2018 | DFRSX vs FIQPX | |
| Fidelity Advisor Emerging Asia Fund Class I | 40.20% | — | Jun 1999 | DFRSX vs FERIX |
Lowest Volatility Alternatives to DFRSX
DFRSX has 15.64% 1-year volatility. There are 2 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 13.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 13.99% | — | May 1994 | DFRSX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 14.51% | 4.59M | Feb 2011 | DFRSX vs INDAX | |
| Matthews India Fund | 15.73% | — | Oct 2005 | DFRSX vs MINDX | |
| Invesco EQV Asia Pacific Equity Fund | 15.75% | — | Nov 1997 | DFRSX vs ASIAX | |
| Wasatch Emerging India Fund | 16.69% | — | Apr 2011 | DFRSX vs WAINX |
Lowest Drawdown Alternatives to DFRSX
DFRSX has a 1-year max drawdown of -14.20%. There are 14 mutual funds in the Asia Pacific Equities category with shallower 1-year drawdowns, going as shallow as -10.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson Asia Focus Fund | -10.00% | — | Apr 1996 | DFRSX vs IASMX | |
| Matthews Asia Innovators Fund | -11.33% | — | Dec 1999 | DFRSX vs MATFX | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | DFRSX vs ASIAX | |
| Fidelity Pacific Basin Fund | -12.25% | — | Oct 1986 | DFRSX vs FPBFX | |
| Vanguard Pacific Stock Index Fund Institutional Sh... | -13.40% | — | May 2000 | DFRSX vs VPKIX |
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 | DFRSX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DFRSX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DFRSX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DFRSX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DFRSX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DFRSX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DFRSX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DFRSX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DFRSX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DFRSX vs DFLVX |
Often Compared With DFRSX
Investors most often compare DFRSX with MSAQX, FERCX, MAPTX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Institutional Fund, Inc. Asia Oppor... | Asia Pacific Equities | 9 | 20.18% | — | Dec 2015 | DFRSX vs MSAQX | |
| Fidelity Advisor Emerging Asia Fund Class C | Asia Pacific Equities | 93 | 39.60% | — | Jun 1999 | DFRSX vs FERCX | |
| Matthews Pacific Tiger Fund | Asia Pacific Equities | 93 | 36.79% | — | Sep 1994 | DFRSX vs MAPTX | |
| Voya Asia Pacific High Dividend Equity Income Fund | Asia Pacific Equities | 75 | 30.87% | — | Mar 2007 | DFRSX vs IAE | |
| T. Rowe Price Asia Opportunities Fund | Asia Pacific Equities | 34 | 7.13% | — | May 2014 | DFRSX vs PAAOX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 78 | 12.21% | — | — | DFRSX vs DFQTX | |
| Fidelity Advisor Emerging Asia Fund Class M | Asia Pacific Equities | 94 | 39.88% | — | Jun 1999 | DFRSX vs FEATX | |
| Fidelity Advisor Emerging Asia Fund Class A | Asia Pacific Equities | 94 | 40.03% | — | Mar 1994 | DFRSX vs FEAAX | |
| The Taiwan Fund Inc. | Asia Pacific Equities | 99 | 86.31% | — | — | DFRSX vs TWN |
Compare DFRSX with Any Fund or Stock
Compare DFRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFRSX with funds that move differently
DFA Asia Pacific Small Company alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFRSX.
Explore DFRSX Diversifiers