DFA International Small Cap Growth Portfolio (DISMX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DISMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DISMX
DISMX charges 0.53% annually. There are 11 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | DISMX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | DISMX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | DISMX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | DISMX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | DISMX vs AVDVX |
Best Risk-Adjusted Alternatives to DISMX
DISMX has a PortfoliosLab risk / return rank of 19. There are 59 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | DISMX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | DISMX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | DISMX vs AVANX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | DISMX vs ALOIX | |
| Avantis International Small Cap Value Fund | 84 | — | Dec 2019 | DISMX vs AVDVX |
Top Performing DISMX Alternatives (YTD)
DISMX is at 7.14% YTD. There are 64 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | DISMX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 49.49% | — | Aug 2023 | DISMX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | DISMX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.69% | — | Nov 1993 | DISMX vs LZISX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | DISMX vs ARHBX |
Lowest Volatility Alternatives to DISMX
DISMX has 14.62% 1-year volatility. There are 50 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | DISMX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.91% | — | Jun 2012 | DISMX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | DISMX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | DISMX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | DISMX vs BISAX |
Lowest Drawdown Alternatives to DISMX
DISMX has a 1-year max drawdown of -12.22%. There are 57 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | DISMX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | DISMX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | DISMX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | DISMX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | DISMX vs WISIX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
Often Compared With DISMX
Investors most often compare DISMX with PRIDX, DRIOX, FOPIX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DISMX with Any Fund or Stock
Compare DISMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DISMX with funds that move differently
DFA International Small Cap Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DISMX.
Explore DISMX Diversifiers