DFA U.S. Small Cap Growth Portfolio (DSCGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DSCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DSCGX
DSCGX charges 0.32% annually. There are 6 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | DSCGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | DSCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | DSCGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | DSCGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | DSCGX vs VISGX |
Best Risk-Adjusted Alternatives to DSCGX
DSCGX has a PortfoliosLab risk / return rank of 20. There are 120 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 94 | — | Dec 2016 | DSCGX vs NESIX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | DSCGX vs NEAIX | |
| Needham Small Cap Growth Fund | 94 | — | May 2002 | DSCGX vs NESGX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | DSCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | DSCGX vs OBMCX |
Top Performing DSCGX Alternatives (YTD)
DSCGX is at 9.38% YTD. There are 129 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 75.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 75.22% | — | Dec 2016 | DSCGX vs NESIX | |
| Needham Small Cap Growth Fund | 74.77% | — | May 2002 | DSCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | DSCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | DSCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | DSCGX vs OBMCX |
Lowest Volatility Alternatives to DSCGX
DSCGX has 16.61% 1-year volatility. There are 13 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 6.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Carillon Scout Small Cap Fund | 6.22% | — | Nov 1986 | DSCGX vs UMBHX | |
| Empiric 2500 Fund | 14.17% | — | Nov 1995 | DSCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.16% | — | Jul 2011 | DSCGX vs CMCIX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | DSCGX vs NBGIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | DSCGX vs NBGNX |
Lowest Drawdown Alternatives to DSCGX
DSCGX has a 1-year max drawdown of -10.99%. There are 26 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | DSCGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | DSCGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | DSCGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | DSCGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | DSCGX vs RFIMX |
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 | 61 | 16.32% | — | Mar 1993 | DSCGX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DSCGX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DSCGX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DSCGX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DSCGX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DSCGX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DSCGX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DSCGX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DSCGX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DSCGX vs DFLVX |
Often Compared With DSCGX
Investors most often compare DSCGX with OPOCX, QUASX, SMH. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare DSCGX with Any Fund or Stock
Compare DSCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSCGX with funds that move differently
DFA U.S. Small Cap Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSCGX.
Explore DSCGX Diversifiers