DFA U.S. Micro Cap Portfolio (DFSCX) Alternatives
DFA U.S. Micro Cap Portfolio (DFSCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DFSCX
DFSCX charges 0.41% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among DFSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | DFSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | DFSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | DFSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | DFSCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DFSCX vs VSMAX |
Best Risk-Adjusted Alternatives to DFSCX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | DFSCX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | DFSCX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | DFSCX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | DFSCX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | DFSCX vs PRSVX |
Top Performing DFSCX Alternatives (YTD)
DFSCX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | DFSCX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | DFSCX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | DFSCX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | DFSCX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | DFSCX vs RIVSX |
Lowest Volatility Alternatives to DFSCX
DFSCX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | DFSCX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | DFSCX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | DFSCX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | DFSCX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | DFSCX vs CSMDX |
Lowest Drawdown Alternatives to DFSCX
DFSCX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | DFSCX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | DFSCX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | DFSCX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | DFSCX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | DFSCX vs BOSOX |
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Often Compared With DFSCX
What investors most often compare with DFSCX, based on PortfoliosLab usage data.
Compare DFSCX with Any Fund or Stock
Compare DFSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.