MassMutual Small Cap Opportunities Fund (DLBMX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DLBMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DLBMX
DLBMX charges 1.20% annually. There are 130 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | DLBMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | DLBMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | DLBMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | DLBMX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | DLBMX vs TISBX |
Best Risk-Adjusted Alternatives to DLBMX
DLBMX has a PortfoliosLab risk / return rank of 48. There are 138 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | DLBMX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | DLBMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | DLBMX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | DLBMX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | DLBMX vs RIVSX |
Top Performing DLBMX Alternatives (YTD)
DLBMX is at 16.61% YTD. There are 122 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | DLBMX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | DLBMX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | DLBMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | DLBMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | DLBMX vs WESCX |
Lowest Volatility Alternatives to DLBMX
DLBMX has 17.59% 1-year volatility. There are 65 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | DLBMX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | DLBMX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | DLBMX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | DLBMX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | DLBMX vs FTHNX |
Lowest Drawdown Alternatives to DLBMX
DLBMX has a 1-year max drawdown of -12.42%. There are 149 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | DLBMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | DLBMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | DLBMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | DLBMX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | DLBMX vs BIAUX |
Other Mutual Funds from MassMutual
The 10 most viewed MassMutual mutual funds shown here include MOGAX, MIEYX, MEFAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MassMutual 60/40 Allocation Fund | Diversified Portfolio | — | — | — | Jun 2011 | DLBMX vs MOGAX | |
| MM S&P 500 Index Fund | S&P 500 | 54 | 9.81% | — | Feb 1998 | DLBMX vs MIEYX | |
| MassMutual Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 3.71% | — | May 2000 | DLBMX vs MEFAX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 24 | -0.29% | — | Sep 1994 | DLBMX vs MCBDX | |
| MassMutual Diversified Value Fund | Large Cap Value Equities | 92 | 16.11% | — | Oct 2004 | DLBMX vs MDDAX | |
| MassMutual Diversified Bond Fund | Intermediate Core-Plus Bond | 82 | 2.33% | — | May 1999 | DLBMX vs MDVAX | |
| MassMutual Short Duration Bond Fund | Short-Term Bond | 88 | 1.00% | — | Sep 1994 | DLBMX vs MSTDX | |
| MassMutual Global Fund | Global Equities | 13 | 3.17% | — | Dec 2004 | DLBMX vs MGFAX | |
| MassMutual Blue Chip Growth Fund | Large Cap Growth Equities | 5 | -2.80% | — | May 2001 | DLBMX vs MBCSX | |
| MassMutual High Yield Fund | High Yield Bonds | 65 | 1.86% | — | Sep 2000 | DLBMX vs DLHYX |
Often Compared With DLBMX
Investors most often compare DLBMX with VOO, MOSAX, AZBIX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DLBMX with Any Fund or Stock
Compare DLBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DLBMX with funds that move differently
MassMutual Small Cap Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DLBMX.
Explore DLBMX Diversifiers