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 a closer substitute for your current allocation.
Cheapest Alternatives to DFSVX
DFSVX charges 0.30% annually. There are 8 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | DFSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DFSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | DFSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DFSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DFSVX vs VRTVX |
Best Risk-Adjusted Alternatives to DFSVX
DFSVX has a PortfoliosLab risk / return rank of 61. There are 58 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | DFSVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | DFSVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | DFSVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | DFSVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | DFSVX vs AVALX |
Top Performing DFSVX Alternatives (YTD)
DFSVX is at 16.82% YTD. There are 73 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | DFSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | DFSVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | DFSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | DFSVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | DFSVX vs WSCVX |
Lowest Volatility Alternatives to DFSVX
DFSVX has 17.58% 1-year volatility. There are 65 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | DFSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | DFSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | DFSVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | DFSVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | DFSVX vs ARSMX |
Lowest Drawdown Alternatives to DFSVX
DFSVX has a 1-year max drawdown of -9.59%. There are 53 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | DFSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DFSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DFSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DFSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DFSVX vs TSLTX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFIVX, DGEIX, DFUSX and span 7 categories.
Often Compared With DFSVX
Investors most often compare DFSVX with AVUV, DFSV, VOO. These 20 comparison targets span 10 categories, 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.
Pair DFSVX with funds that move differently
DFA U.S. Small Cap Value Portfolio I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFSVX.
Explore DFSVX Diversifiers