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% | 45.50B | May 2000 | DSCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | 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 28. There are 115 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | DSCGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | DSCGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | DSCGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | DSCGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | DSCGX vs OBMCX |
Top Performing DSCGX Alternatives (YTD)
DSCGX is at 11.51% YTD. There are 132 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | DSCGX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | DSCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | DSCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | DSCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | DSCGX vs OBMCX |
Lowest Volatility Alternatives to DSCGX
DSCGX has 16.81% 1-year volatility. There are 9 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | DSCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | DSCGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | DSCGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | DSCGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | DSCGX vs NBGIX |
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. AUM among these funds goes as high as $42B.
Often Compared With DSCGX
Investors most often compare DSCGX with OPOCX, QUASX, VIOG. These 20 comparison targets span 8 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