Diamond Hill Small Cap Fund (DHSCX) 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 DHSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DHSCX
DHSCX charges 1.26% annually. There are 94 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 | DHSCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DHSCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | DHSCX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DHSCX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DHSCX vs VRTVX |
Best Risk-Adjusted Alternatives to DHSCX
DHSCX has a PortfoliosLab risk / return rank of 83. There are 49 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 | DHSCX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | DHSCX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | DHSCX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | DHSCX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | DHSCX vs TASVX |
Top Performing DHSCX Alternatives (YTD)
DHSCX is at 27.91% YTD. There are 2 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 | DHSCX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | DHSCX vs DHSIX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | DHSCX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | DHSCX vs RYSEX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 26.22% | — | Jun 2002 | DHSCX vs QRSVX |
Lowest Volatility Alternatives to DHSCX
DHSCX has 19.87% 1-year volatility. There are 113 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 | DHSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | DHSCX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | DHSCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | DHSCX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | DHSCX vs USBNX |
Lowest Drawdown Alternatives to DHSCX
DHSCX has a 1-year max drawdown of -11.02%. There are 95 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 | DHSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DHSCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DHSCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DHSCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DHSCX vs TSLTX |
Other Mutual Funds from Diamond Hill
The 10 most viewed Diamond Hill mutual funds shown here include DHEAX, DHEIX, DIAMX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 2.33% | — | Jul 2016 | DHSCX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 2.50% | — | Jul 2016 | DHSCX vs DHEIX | |
| Diamond Hill Long-Short Fund | Long-Short | 14 | -3.47% | — | Jun 2000 | DHSCX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 15 | 4.90% | — | Jun 2001 | DHSCX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 34 | 7.58% | — | Dec 2005 | DHSCX vs DHTAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 22 | -0.09% | — | Jul 2016 | DHSCX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 27 | 7.38% | — | Dec 2013 | DHSCX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 21 | 8.47% | — | Dec 2005 | DHSCX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 61 | 10.54% | — | Jun 2019 | DHSCX vs DHIAX | |
| Diamond Hill Large Cap Fund Class I | Large Cap Value Equities | 14 | 5.05% | — | Jan 2005 | DHSCX vs DHLRX |
Often Compared With DHSCX
Investors most often compare DHSCX with HEDG.L, VTI, IJR. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DHSCX with Any Fund or Stock
Compare DHSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DHSCX with funds that move differently
Diamond Hill Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DHSCX.
Explore DHSCX Diversifiers