DFA U.S. Small Cap Portfolio (DFSTX) Alternatives
DFA U.S. Small Cap Portfolio (DFSTX) 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 DFSTX. 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 DFSTX
DFSTX charges 0.27% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among DFSTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | DFSTX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | DFSTX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | DFSTX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | DFSTX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DFSTX vs VSMAX |
Best Risk-Adjusted Alternatives to DFSTX
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 | DFSTX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | DFSTX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | DFSTX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | DFSTX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | DFSTX vs PRSVX |
Top Performing DFSTX Alternatives (YTD)
DFSTX 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 | DFSTX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | DFSTX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | DFSTX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | DFSTX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | DFSTX vs RIVSX |
Lowest Volatility Alternatives to DFSTX
DFSTX 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 | DFSTX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | DFSTX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | DFSTX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | DFSTX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | DFSTX vs CSMDX |
Lowest Drawdown Alternatives to DFSTX
DFSTX 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 | DFSTX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | DFSTX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | DFSTX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | DFSTX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | DFSTX vs BOSOX |
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Often Compared With DFSTX
What investors most often compare with DFSTX, based on PortfoliosLab usage data.
Compare DFSTX with Any Fund or Stock
Compare DFSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.