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 3 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% | 13.80B | Aug 2001 | DFRSX vs VPADX | |
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | DFRSX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | DFRSX vs DFJSX | |
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | DFRSX vs FIQFX |
Best Risk-Adjusted Alternatives to DFRSX
DFRSX has a PortfoliosLab risk / return rank of 29. There are 42 mutual funds in the Asia Pacific Equities category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 85 | — | Nov 1995 | DFRSX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 85 | — | Oct 2018 | DFRSX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 85 | — | May 2008 | DFRSX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 85 | — | May 2008 | DFRSX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 84 | — | May 2008 | DFRSX vs FHKTX |
Top Performing DFRSX Alternatives (YTD)
DFRSX is at 1.77% YTD. There are 43 mutual funds in the Asia Pacific Equities category with higher YTD returns, going as high as 38.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews Asia Innovators Fund | 38.22% | — | Dec 1999 | DFRSX vs MATFX | |
| Matthews Asia ESG Fund | 31.19% | — | Apr 2015 | DFRSX vs MASGX | |
| Fidelity Advisor China Region Fund Class Z | 28.19% | — | Oct 2018 | DFRSX vs FIQFX | |
| Fidelity China Region Fund | 28.08% | — | Nov 1995 | DFRSX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 28.07% | — | May 2008 | DFRSX vs FHKIX |
Lowest Volatility Alternatives to DFRSX
DFRSX has 16.40% 1-year volatility. There are 3 mutual funds in the Asia Pacific Equities category with lower 1-year volatility, going as low as 14.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Greater India Fund | 14.51% | — | May 1994 | DFRSX vs ETGIX | |
| ALPS/Kotak India ESG Fund | 15.47% | 4.59M | Feb 2011 | DFRSX vs INDAX | |
| Matthews India Fund | 16.22% | — | Oct 2005 | DFRSX vs MINDX | |
| T. Rowe Price Asia Opportunities Fund | 16.48% | — | May 2014 | DFRSX vs PAAOX | |
| Guinness Atkinson China And Hong Kong Fund | 17.20% | — | Jun 1994 | DFRSX vs ICHKX |
Lowest Drawdown Alternatives to DFRSX
DFRSX has a 1-year max drawdown of -14.20%. There are 29 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 | |
| Commonwealth Japan Fund | -11.44% | — | Jul 1989 | DFRSX vs CNJFX | |
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | DFRSX vs CHILX | |
| Morgan Stanley China A Share Fund | -11.72% | — | Jul 2006 | DFRSX vs CAF | |
| Invesco EQV Asia Pacific Equity Fund | -11.73% | — | Nov 1997 | DFRSX vs ASIAX |
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 $43B.
Often Compared With DFRSX
Investors most often compare DFRSX with FSEAX, FERIX, MSAQX. These 18 comparison targets span 7 categories, based on PortfoliosLab usage data.
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