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 a closer substitute for your current allocation.
Cheapest Alternatives to DHSIX
DHSIX charges 0.97% annually. There are 49 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 | DHSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DHSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | DHSIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DHSIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DHSIX vs VSMVX |
Best Risk-Adjusted Alternatives to DHSIX
DHSIX has a PortfoliosLab risk / return rank of 83. There are 50 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 | DHSIX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | DHSIX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | DHSIX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | DHSIX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | DHSIX vs TASVX |
Top Performing DHSIX Alternatives (YTD)
DHSIX is at 28.15% YTD. There is 1 mutual fund in the Small Cap Value Equities category with a higher YTD return, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | DHSIX vs MMEYX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | DHSIX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | DHSIX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | DHSIX vs RYSEX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 26.22% | — | Jun 2002 | DHSIX vs QRSVX |
Lowest Volatility Alternatives to DHSIX
DHSIX has 19.89% 1-year volatility. There are 114 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 | DHSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | DHSIX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | DHSIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | DHSIX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | DHSIX vs USBNX |
Lowest Drawdown Alternatives to DHSIX
DHSIX has a 1-year max drawdown of -10.97%. There are 94 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 | DHSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DHSIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DHSIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DHSIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DHSIX vs TSLTX |
Other Mutual Funds from Diamond Hill
The 10 most viewed Diamond Hill mutual funds shown here include DHEAX, DIAMX, DHEIX 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 | DHSIX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 14 | -3.47% | — | Jun 2000 | DHSIX vs DIAMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 2.50% | — | Jul 2016 | DHSIX vs DHEIX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 15 | 4.90% | — | Jun 2001 | DHSIX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 34 | 7.58% | — | Dec 2005 | DHSIX vs DHTAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 22 | -0.09% | — | Jul 2016 | DHSIX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 27 | 7.38% | — | Dec 2013 | DHSIX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 21 | 8.47% | — | Dec 2005 | DHSIX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 61 | 10.54% | — | Jun 2019 | DHSIX vs DHIAX | |
| Diamond Hill Large Cap Fund Class I | Large Cap Value Equities | 14 | 5.05% | — | Jan 2005 | DHSIX vs DHLRX |
Often Compared With DHSIX
Investors most often compare DHSIX with JMCRX, BRSIX, PRVIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare DHSIX with Any Fund or Stock
Compare DHSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DHSIX with funds that move differently
Diamond Hill Small Cap Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DHSIX.
Explore DHSIX Diversifiers