Davenport Small Cap Focus Fund (DSCPX) 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 DSCPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DSCPX
DSCPX charges 0.89% annually. There are 65 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 | DSCPX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | DSCPX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | DSCPX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | DSCPX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | DSCPX vs VSMAX |
Best Risk-Adjusted Alternatives to DSCPX
DSCPX has a PortfoliosLab risk / return rank of 6. There are 171 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | DSCPX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | DSCPX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | DSCPX vs MOPIX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | DSCPX vs RIVSX | |
| Royce Micro Cap Series Fund | 88 | — | Dec 1991 | DSCPX vs RYOTX |
Top Performing DSCPX Alternatives (YTD)
DSCPX is at 7.59% YTD. There are 166 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 38.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | DSCPX vs RYOTX | |
| Paradigm Micro-cap Fund | 34.26% | — | Dec 2007 | DSCPX vs PVIVX | |
| River Oak Discovery Fund | 33.44% | — | Jun 2005 | DSCPX vs RIVSX | |
| Hodges Small Cap Fund | 32.31% | — | Dec 2007 | DSCPX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | DSCPX vs WWSIX |
Lowest Volatility Alternatives to DSCPX
DSCPX has 17.44% 1-year volatility. There are 46 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.57% | — | Nov 1996 | DSCPX vs HFCGX | |
| DFA International Small Company Portfolio | 14.23% | — | Sep 1996 | DSCPX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.67% | — | Feb 2017 | DSCPX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | DSCPX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | DSCPX vs BOSOX |
Lowest Drawdown Alternatives to DSCPX
DSCPX has a 1-year max drawdown of -13.70%. There are 165 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 | DSCPX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | DSCPX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | DSCPX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | DSCPX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | DSCPX vs SSCDX |
Other Mutual Funds from Davenport
The 4 most viewed Davenport mutual funds shown here include DAVPX, DVIPX, DBALX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davenport Core Fund | Large Cap Growth Equities | 13 | 3.87% | — | Jan 1998 | DSCPX vs DAVPX | |
| Davenport Value & Income Fund | Large Cap Value Equities | 23 | 4.75% | — | Dec 2010 | DSCPX vs DVIPX | |
| Davenport Balanced Income Fund | Diversified Portfolio | 29 | 3.33% | — | Dec 2015 | DSCPX vs DBALX | |
| Davenport Equity Opportunities Fund | Mid Cap Blend Equities | 3 | 2.42% | — | Dec 2010 | DSCPX vs DEOPX |
Often Compared With DSCPX
Investors most often compare DSCPX with BDSIX, DCCIX, VBR. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DSCPX with Any Fund or Stock
Compare DSCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSCPX with funds that move differently
Davenport Small Cap Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSCPX.
Explore DSCPX Diversifiers