Diamond Hill Small Cap Fund (DHSCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DHSCX
DHSCX charges 1.26% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among DHSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | DHSCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | DHSCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DHSCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | DHSCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | DHSCX vs VSMVX |
Best Risk-Adjusted Alternatives to DHSCX
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 | DHSCX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | DHSCX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | DHSCX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | DHSCX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | DHSCX vs MMEYX |
Top Performing DHSCX Alternatives (YTD)
DHSCX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | DHSCX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | DHSCX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | DHSCX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | DHSCX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | DHSCX vs MMEYX |
Lowest Volatility Alternatives to DHSCX
DHSCX 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 | DHSCX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | DHSCX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | DHSCX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | DHSCX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | DHSCX vs TASCX |
Lowest Drawdown Alternatives to DHSCX
DHSCX 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 | DHSCX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | DHSCX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | DHSCX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | DHSCX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | DHSCX vs JMCRX |
Other Mutual Funds from Diamond Hill
Most popular Diamond Hill mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 0.75% | Jul 5, 2016 | DHSCX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 46 | -6.15% | Jun 29, 2000 | DHSCX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 6 | -4.09% | Jun 29, 2001 | DHSCX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 39 | -2.20% | Dec 30, 2005 | DHSCX vs DHTAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 0.82% | Jul 5, 2016 | DHSCX vs DHEIX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 33 | -5.16% | Dec 30, 2005 | DHSCX vs DHMAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 58 | 0.05% | Jul 5, 2016 | DHSCX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 20 | -5.01% | Dec 31, 2013 | DHSCX vs DHPAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 80 | 0.72% | Jun 28, 2019 | DHSCX vs DHIAX | |
| Diamond Hill Large Cap Fund Class I | Large Cap Value Equities | 6 | -4.02% | Jan 31, 2005 | DHSCX vs DHLRX |
Often Compared With DHSCX
What investors most often compare with DHSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WisdomTree Issuer ICAV - WisdomTree Europe Equity ... | Europe Equities | 46 | -3.34% | Nov 2, 2015 | DHSCX vs HEDG.L | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | DHSCX vs VTI | |
| iShares Core S&P Small-Cap ETF | Small Cap Blend Equities | 58 | 3.60% | May 22, 2000 | DHSCX vs IJR | |
| Diamond Hill Small Cap Fund Class I | Small Cap Value Equities | 68 | 0.83% | Dec 29, 2000 | DHSCX vs DHSIX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | DHSCX vs PRVIX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | DHSCX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | DHSCX vs VSCAX |
Compare DHSCX with Any Fund or Stock
Compare DHSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.