DFA U.S. Small Cap Value Portfolio I (DFSVX) Alternatives
DFA U.S. Small Cap Value Portfolio I (DFSVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFSVX. 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 DFSVX
DFSVX charges 0.30% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among DFSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | DFSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | DFSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DFSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | DFSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | DFSVX vs VSMVX |
Best Risk-Adjusted Alternatives to DFSVX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | DFSVX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | DFSVX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | DFSVX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 82 | Apr 1, 1997 | DFSVX vs TASCX | |
| Heartland Value Fund | 81 | Dec 28, 1984 | DFSVX vs HRTVX |
Top Performing DFSVX Alternatives (YTD)
DFSVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | DFSVX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | DFSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 9.11% | Dec 26, 1996 | DFSVX vs MMEYX | |
| Hotchkis & Wiley Small Cap Value Fund | 9.06% | Sep 20, 1985 | DFSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | Jun 10, 2000 | DFSVX vs HWSAX |
Lowest Volatility Alternatives to DFSVX
DFSVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | DFSVX vs PVCMX | |
| North Star Dividend Fund | 17.07% | May 31, 2013 | DFSVX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | DFSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.48% | Mar 29, 2007 | DFSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | DFSVX vs TASCX |
Lowest Drawdown Alternatives to DFSVX
DFSVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | DFSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | DFSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | DFSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | DFSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | DFSVX vs JMCRX |
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Often Compared With DFSVX
What investors most often compare with DFSVX, based on PortfoliosLab usage data.
Compare DFSVX with Any Fund or Stock
Compare DFSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.