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 a closer substitute for your current allocation.
Cheapest Alternatives to DFSCX
DFSCX charges 0.41% annually. There are 23 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | DFSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | DFSCX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | DFSCX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | DFSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | DFSCX vs VSMAX |
Best Risk-Adjusted Alternatives to DFSCX
DFSCX has a PortfoliosLab risk / return rank of 81. There are 18 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | DFSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | DFSCX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | DFSCX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | DFSCX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | DFSCX vs RIVSX |
Top Performing DFSCX Alternatives (YTD)
DFSCX is at 22.77% YTD. There are 25 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | DFSCX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | DFSCX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | DFSCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | DFSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | DFSCX vs WESCX |
Lowest Volatility Alternatives to DFSCX
DFSCX has 17.53% 1-year volatility. There are 55 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | DFSCX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | DFSCX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | DFSCX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | DFSCX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | DFSCX vs BOSOX |
Lowest Drawdown Alternatives to DFSCX
DFSCX has a 1-year max drawdown of -8.17%. There are 3 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | DFSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | DFSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | DFSCX vs VSTCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | DFSCX vs SSCDX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | DFSCX vs BIAUX |
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 DFSCX
Investors most often compare DFSCX with SPSM, AVUV, FISVX. These 20 comparison targets span 8 categories, 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.
Pair DFSCX with funds that move differently
DFA U.S. Micro Cap Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFSCX.
Explore DFSCX Diversifiers