DFA International Small Cap Value Portfolio Institutional Class (DISVX) 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 DISVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DISVX
DISVX charges 0.43% annually. There are 9 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 | DISVX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | DISVX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | DISVX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | DISVX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | DISVX vs DFVQX |
Best Risk-Adjusted Alternatives to DISVX
DISVX has a PortfoliosLab risk / return rank of 59. There are 7 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 91 | — | Sep 2021 | DISVX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 91 | — | Aug 2023 | DISVX vs HRIIX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | DISVX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 72 | — | Jan 2021 | DISVX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | DISVX vs AVDVX |
Top Performing DISVX Alternatives (YTD)
DISVX is at 8.84% YTD. There are 37 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 34.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 34.51% | — | Sep 2021 | DISVX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 34.37% | — | Aug 2023 | DISVX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 24.74% | — | Nov 1993 | DISVX vs LZISX | |
| Calamos International Small Cap Growth Fund | 23.47% | — | Mar 2022 | DISVX vs CSGIX | |
| Artisan International Explorer Fund | 19.56% | — | May 2022 | DISVX vs ARHBX |
Lowest Volatility Alternatives to DISVX
DISVX has 14.95% 1-year volatility. There are 52 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.15% | — | Jun 2014 | DISVX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | DISVX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | DISVX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.48% | — | Mar 2007 | DISVX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | DISVX vs BISMX |
Lowest Drawdown Alternatives to DISVX
DISVX has a 1-year max drawdown of -13.26%. There are 69 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 | DISVX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | DISVX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | DISVX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | DISVX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | DISVX vs WISIX |
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 $42B.
Often Compared With DISVX
Investors most often compare DISVX with AVDV, DISV, SFILX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DISVX with Any Fund or Stock
Compare DISVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DISVX with funds that move differently
DFA International Small Cap Value Portfolio Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DISVX.
Explore DISVX Diversifiers