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 48 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% | 64.90B | 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 53. There are 60 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | DHSIX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | DHSIX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | DHSIX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | DHSIX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | DHSIX vs WSCVX |
Top Performing DHSIX Alternatives (YTD)
DHSIX is at 15.68% YTD. There are 57 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | DHSIX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | DHSIX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | DHSIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | DHSIX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | DHSIX vs QRSVX |
Lowest Volatility Alternatives to DHSIX
DHSIX has 19.52% 1-year volatility. There are 114 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | DHSIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | DHSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | DHSIX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | DHSIX vs ARSMX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | DHSIX vs VESMX |
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, 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 | 1.65% | — | Jul 2016 | DHSIX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 12 | -4.58% | — | Jun 2000 | DHSIX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 5 | 0.22% | — | Jun 2001 | DHSIX vs DHLAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 1.78% | — | Jul 2016 | DHSIX vs DHEIX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 24 | 2.32% | — | Dec 2005 | DHSIX vs DHTAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 25 | 0.48% | — | Jul 2016 | DHSIX vs DHRAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 52 | 15.54% | — | Dec 2000 | DHSIX vs DHSCX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 14 | 1.38% | — | Dec 2013 | DHSIX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 14 | 2.66% | — | Dec 2005 | DHSIX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 45 | 11.36% | — | Jun 2019 | DHSIX vs DHIAX |
Often Compared With DHSIX
Investors most often compare DHSIX with JMCRX, BRSIX, SSCVX. These 13 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