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% | 67.80B | Sep 2011 | DFSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DFSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DFSVX vs VSMVX |
Best Risk-Adjusted Alternatives to DFSVX
DFSVX has a PortfoliosLab risk / return rank of 85. There are 31 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | DFSVX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | DFSVX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | DFSVX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | DFSVX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | DFSVX vs TASVX |
Top Performing DFSVX Alternatives (YTD)
DFSVX is at 21.39% YTD. There are 52 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | DFSVX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | DFSVX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | DFSVX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | DFSVX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | DFSVX vs RYSEX |
Lowest Volatility Alternatives to DFSVX
DFSVX has 16.90% 1-year volatility. There are 55 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | DFSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | DFSVX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | DFSVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | DFSVX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | DFSVX vs USBNX |
Lowest Drawdown Alternatives to DFSVX
DFSVX has a 1-year max drawdown of -9.59%. There are 52 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. AUM among these funds goes as high as $43B.
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