Virtus Global Small-Cap Fund (DGSCX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DGSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DGSCX
DGSCX charges 1.28% annually. There are 206 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | DGSCX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DGSCX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DGSCX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | DGSCX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DGSCX vs UCEQX |
Best Risk-Adjusted Alternatives to DGSCX
DGSCX has a PortfoliosLab risk / return rank of 2. There are 237 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | DGSCX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | DGSCX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | DGSCX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | DGSCX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | DGSCX vs LVAFX |
Top Performing DGSCX Alternatives (YTD)
DGSCX is at 5.94% YTD. There are 176 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | DGSCX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | DGSCX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | DGSCX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | DGSCX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | DGSCX vs YFSNX |
Lowest Volatility Alternatives to DGSCX
DGSCX has 12.51% 1-year volatility. There are 60 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | DGSCX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | DGSCX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | DGSCX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | DGSCX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | DGSCX vs SGMAX |
Lowest Drawdown Alternatives to DGSCX
DGSCX has a 1-year max drawdown of -16.85%. There are 227 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | DGSCX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DGSCX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | DGSCX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | DGSCX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | DGSCX vs CSUAX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, PGWCX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 46 | 23.52% | — | Dec 1995 | DGSCX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 85 | 15.98% | — | Apr 1993 | DGSCX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 10 | 0.94% | — | Feb 1984 | DGSCX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 58 | 8.02% | — | Feb 2007 | DGSCX vs AZNIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 83 | 12.92% | — | Dec 1997 | DGSCX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 17 | 12.73% | — | Nov 1979 | DGSCX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 76 | 19.85% | — | Jul 2013 | DGSCX vs AZBIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 53 | 16.93% | — | May 2000 | DGSCX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | 1.90% | — | Oct 2011 | DGSCX vs ASHIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 55 | 16.78% | — | Dec 2012 | DGSCX vs AZMIX |
Often Compared With DGSCX
Investors most often compare DGSCX with AVUV, GCCHX, NFJEX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DGSCX with Any Fund or Stock
Compare DGSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGSCX with funds that move differently
Virtus Global Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGSCX.
Explore DGSCX Diversifiers