DFA U.S. Small Cap Growth Portfolio (DSCGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DSCGX
DSCGX charges 0.32% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among DSCGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | DSCGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | DSCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | DSCGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | DSCGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | DSCGX vs VISGX |
Best Risk-Adjusted Alternatives to DSCGX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | DSCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | DSCGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | DSCGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | DSCGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | DSCGX vs HRSMX |
Top Performing DSCGX Alternatives (YTD)
DSCGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | DSCGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | DSCGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | DSCGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | DSCGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | DSCGX vs OBMCX |
Lowest Volatility Alternatives to DSCGX
DSCGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | DSCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | DSCGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | DSCGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | DSCGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | DSCGX vs ETEGX |
Lowest Drawdown Alternatives to DSCGX
DSCGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | DSCGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | DSCGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | DSCGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | DSCGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | DSCGX vs CTSIX |
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Often Compared With DSCGX
What investors most often compare with DSCGX, 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.