Diamond Hill Small Cap Fund Class I (DHSIX) Alternatives
Diamond Hill Small Cap Fund Class I (DHSIX) 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 DHSIX. 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 DHSIX
DHSIX charges 0.97% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among DHSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | DHSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | DHSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DHSIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | DHSIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | DHSIX vs VSMVX |
Best Risk-Adjusted Alternatives to DHSIX
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 | DHSIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | DHSIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | DHSIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | DHSIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | DHSIX vs MMEYX |
Top Performing DHSIX Alternatives (YTD)
DHSIX 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 | DHSIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | DHSIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | DHSIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | DHSIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | DHSIX vs MMEYX |
Lowest Volatility Alternatives to DHSIX
DHSIX 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 | DHSIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | DHSIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | DHSIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | DHSIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | DHSIX vs TASCX |
Lowest Drawdown Alternatives to DHSIX
DHSIX 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 | DHSIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | DHSIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | DHSIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | DHSIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | DHSIX 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 | DHSIX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 46 | -6.15% | Jun 29, 2000 | DHSIX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 6 | -4.09% | Jun 29, 2001 | DHSIX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 39 | -2.20% | Dec 30, 2005 | DHSIX vs DHTAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 69 | 0.74% | Dec 29, 2000 | DHSIX vs DHSCX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 0.82% | Jul 5, 2016 | DHSIX vs DHEIX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 33 | -5.16% | Dec 30, 2005 | DHSIX vs DHMAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 58 | 0.05% | Jul 5, 2016 | DHSIX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 20 | -5.01% | Dec 31, 2013 | DHSIX vs DHPAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 80 | 0.72% | Jun 28, 2019 | DHSIX vs DHIAX |
Often Compared With DHSIX
What investors most often compare with DHSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | DHSIX vs SSCVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | DHSIX vs PRVIX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | DHSIX vs USBNX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | DHSIX vs HRTVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | DHSIX vs VSCAX |
Compare DHSIX with Any Fund or Stock
Compare DHSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.