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% | 13.90B | 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 20. 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 | 83 | — | Jan 2021 | DISMX vs AVANX | |
| Avantis International Small Cap Value Fund | 83 | — | Dec 2019 | DISMX vs AVDVX | |
| Virtus International Small-Cap Fund | 82 | — | Dec 1997 | DISMX vs ALOIX |
Top Performing DISMX Alternatives (YTD)
DISMX is at 8.27% YTD. There are 64 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 44.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 44.16% | — | Sep 2021 | DISMX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 44.05% | — | Aug 2023 | DISMX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 37.02% | — | Mar 2022 | DISMX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 27.20% | — | Nov 1993 | DISMX vs LZISX | |
| Artisan International Explorer Fund | 24.92% | — | May 2022 | DISMX vs ARHBX |
Lowest Volatility Alternatives to DISMX
DISMX has 14.32% 1-year volatility. There are 54 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.01% | — | Jun 2014 | DISMX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.54% | — | Jun 2012 | DISMX vs MIDLX | |
| MFS International New Discovery Fund | 11.56% | — | Oct 1997 | DISMX vs MWNIX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.24% | — | May 2003 | DISMX vs FTISX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.24% | — | Oct 2018 | DISMX vs FIQIX |
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.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 56 | 15.21% | — | Mar 1993 | DISMX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 80 | 12.52% | — | Feb 1994 | DISMX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 12.50% | — | Dec 2003 | DISMX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.55% | — | Sep 1999 | DISMX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 65 | 10.54% | — | Dec 1994 | DISMX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 50 | 13.48% | — | Feb 2000 | DISMX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 48 | 10.70% | — | Sep 2005 | DISMX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 47 | 13.83% | — | Mar 1992 | DISMX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 78 | 11.79% | — | Sep 2005 | DISMX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 90 | 14.74% | — | Feb 1993 | DISMX vs DFLVX |
Often Compared With DISMX
Investors most often compare DISMX with PRIDX, DRIOX, FOPIX. These 17 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