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 a closer substitute for your current allocation.
Cheapest Alternatives to DSCVX
DSCVX charges 1.11% annually. There are 113 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 | DSCVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | DSCVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | DSCVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | DSCVX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | DSCVX vs VTMSX |
Best Risk-Adjusted Alternatives to DSCVX
Among 175 mutual funds in the Small Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | DSCVX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | DSCVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | DSCVX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | DSCVX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | DSCVX vs RIVSX |
Top Performing DSCVX Alternatives (YTD)
Among 175 mutual funds in the Small Cap Blend Equities category with YTD return data, the top-performing alternatives shown here go as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | DSCVX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | DSCVX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | DSCVX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | DSCVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | DSCVX vs WESCX |
Lowest Volatility Alternatives to DSCVX
Among 175 mutual funds in the Small Cap Blend Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | DSCVX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | DSCVX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | DSCVX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | DSCVX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | DSCVX vs FTHNX |
Lowest Drawdown Alternatives to DSCVX
Among 175 mutual funds in the Small Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | DSCVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | DSCVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | DSCVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | DSCVX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | DSCVX vs SSCDX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DAGVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 26 | 7.63% | — | May 1951 | DSCVX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 55 | 9.82% | — | Jan 1990 | DSCVX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 90 | 17.33% | — | Sep 1995 | DSCVX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 58 | 10.02% | — | Sep 1993 | DSCVX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 91 | 17.50% | — | May 2001 | DSCVX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 85 | 21.57% | — | Oct 2003 | DSCVX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 35 | 19.24% | — | Oct 1997 | DSCVX vs DTGRX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 79 | 6.93% | — | May 2010 | DSCVX vs DRRIX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 82 | 21.25% | — | Jun 1997 | DSCVX vs DISSX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 14 | 7.20% | — | Jun 2013 | DSCVX vs DBMYX |
Often Compared With DSCVX
Investors most often compare DSCVX with FXAIX, IVV, DNLDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DSCVX with Any Fund or Stock
Compare DSCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSCVX with funds that move differently
BNY Mellon Opportunistic Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSCVX.
Explore DSCVX Diversifiers