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% | 65.50B | 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 64. There are 55 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 | DHSCX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | DHSCX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | DHSCX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | DHSCX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | DHSCX vs AVALX |
Top Performing DHSCX Alternatives (YTD)
DHSCX is at 21.85% YTD. There are 23 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 | DHSCX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | DHSCX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | DHSCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | DHSCX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | DHSCX vs WSCVX |
Lowest Volatility Alternatives to DHSCX
DHSCX has 19.81% 1-year volatility. There are 111 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 | DHSCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | DHSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | DHSCX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | DHSCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | DHSCX vs ARSMX |
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, DIAMX, DHLAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 1.75% | — | Jul 2016 | DHSCX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 6 | -7.62% | — | Jun 2000 | DHSCX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 4 | -0.41% | — | Jun 2001 | DHSCX vs DHLAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 1.88% | — | Jul 2016 | DHSCX vs DHEIX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 16 | 0.94% | — | Dec 2005 | DHSCX vs DHTAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 21 | 0.48% | — | Jul 2016 | DHSCX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 11 | 1.13% | — | Dec 2013 | DHSCX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 11 | 1.96% | — | Dec 2005 | DHSCX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 50 | 11.69% | — | Jun 2019 | DHSCX vs DHIAX | |
| Diamond Hill Small Cap Fund Class I | Small Cap Value Equities | 65 | 22.01% | — | Dec 2000 | DHSCX vs DHSIX |
Often Compared With DHSCX
Investors most often compare DHSCX with HEDG.L, VTI, IJR. These 16 comparison targets span 5 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