BNY Mellon Opportunistic Small Cap Fund (DSCVX) Alternatives
BNY Mellon Opportunistic Small Cap Fund (DSCVX) 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 DSCVX. 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 DSCVX
DSCVX charges 1.11% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among DSCVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | DSCVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | DSCVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | DSCVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | DSCVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DSCVX vs VSMAX |
Best Risk-Adjusted Alternatives to DSCVX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | DSCVX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | DSCVX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | DSCVX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | DSCVX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | DSCVX vs PRSVX |
Top Performing DSCVX Alternatives (YTD)
DSCVX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | DSCVX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | DSCVX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | DSCVX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | DSCVX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | DSCVX vs RIVSX |
Lowest Volatility Alternatives to DSCVX
DSCVX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | DSCVX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | DSCVX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | DSCVX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | DSCVX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | DSCVX vs CSMDX |
Lowest Drawdown Alternatives to DSCVX
DSCVX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | DSCVX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | DSCVX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | DSCVX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | DSCVX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | DSCVX vs BOSOX |
Other Mutual Funds from BNY Mellon
Most popular BNY Mellon mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | -9.64% | May 24, 1951 | DSCVX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 43 | -7.16% | Jan 2, 1990 | DSCVX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 52 | 0.06% | Sep 29, 1995 | DSCVX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 45 | -7.09% | Sep 30, 1993 | DSCVX vs DSPIX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 74 | 1.51% | May 12, 2010 | DSCVX vs DRRIX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 86 | 22.63% | Oct 31, 2003 | DSCVX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 36 | 0.59% | Jun 30, 1997 | DSCVX vs DISSX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 53 | 0.14% | May 31, 2001 | DSCVX vs DRGVX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 19 | -8.30% | Jun 1, 2013 | DSCVX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 35 | -1.64% | Jan 29, 1985 | DSCVX vs DNLDX |
Often Compared With DSCVX
What investors most often compare with DSCVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | DSCVX vs IVV | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | DSCVX vs FXAIX |
Compare DSCVX with Any Fund or Stock
Compare DSCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.