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% | 13.80B | Feb 2019 | DISMX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | DISMX vs DFVQX |
Best Risk-Adjusted Alternatives to DISMX
DISMX has a PortfoliosLab risk / return rank of 30. There are 45 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | DISMX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | DISMX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | DISMX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | DISMX vs HWTIX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | DISMX vs FMNEX |
Top Performing DISMX Alternatives (YTD)
DISMX is at 8.56% YTD. There are 43 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | DISMX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | DISMX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | DISMX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | DISMX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | DISMX vs YASLX |
Lowest Volatility Alternatives to DISMX
DISMX has 15.00% 1-year volatility. There are 48 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 | 12.47% | — | Jun 2012 | DISMX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | DISMX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | DISMX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | DISMX vs QUSIX |
Lowest Drawdown Alternatives to DISMX
DISMX has a 1-year max drawdown of -12.22%. There are 52 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 | |
| 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 | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | DISMX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | DISMX vs YASLX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $43B.
Often Compared With DISMX
Investors most often compare DISMX with PRIDX, DRIOX, FOPIX. These 20 comparison targets span 5 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