Dimensional Small Cap Equity Fund (DSM) 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 DSM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DSM
DSM charges 0.03% annually. There is 1 mutual fund in the Small Cap Blend Equities category with a lower expense ratio, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | DSM vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | DSM vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | DSM vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | DSM vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | DSM vs TISBX |
Best Risk-Adjusted Alternatives to DSM
DSM has a PortfoliosLab risk / return rank of 44. There are 139 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | DSM vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | DSM vs WWSIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | DSM vs GQSCX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | DSM vs RIVSX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | DSM vs MOPIX |
Top Performing DSM Alternatives (YTD)
DSM is at 1.10% YTD. There are 175 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.59% | — | Dec 2007 | DSM vs PVIVX | |
| Royce Micro Cap Series Fund | 39.28% | — | Dec 1991 | DSM vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | DSM vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.01% | — | Apr 1997 | DSM vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.82% | — | Apr 1997 | DSM vs WESCX |
Lowest Volatility Alternatives to DSM
DSM has 10.28% 1-year volatility. No mutual funds in the Small Cap Blend Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 13.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.92% | — | Nov 1996 | DSM vs HFCGX | |
| DFA International Small Company Portfolio | 14.34% | 15.72B | Sep 1996 | DSM vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | DSM vs CSMDX | |
| DWS Small Cap Core Fund | 15.01% | — | Jul 2000 | DSM vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | DSM vs BOSOX |
Lowest Drawdown Alternatives to DSM
DSM has a 1-year max drawdown of -6.95%. No mutual funds in the Small Cap Blend Equities category have shallower 1-year drawdowns; 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 | DSM vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | DSM vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | DSM vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | DSM vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | DSM vs SSCDX |
Other Mutual Funds from Dimensional Fund Advisors
The 6 most viewed Dimensional Fund Advisors mutual funds shown here include DMO, DHF, DHY and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dimensional Multi-Asset Fund | Global Allocation | 4 | 3.41% | — | Dec 2009 | DSM vs DMO | |
| Dimensional High Yield Fund | High Yield Bonds | 4 | 1.49% | — | Jan 2013 | DSM vs DHF | |
| Dimensional High Yield Equity Fund | Dividend | 0 | -8.80% | — | Jan 2013 | DSM vs DHY | |
| Dimensional Financial Leaders Fund | Large Cap Value Equities | 15 | 4.60% | — | May 2013 | DSM vs DFP | |
| Dimensional Multi-Blend Fund | Large Cap Blend Equities | 43 | 2.57% | — | Jan 2013 | DSM vs DMB | |
| Dimensional Managed Account Fund | Diversified Portfolio | 4 | -6.15% | — | Mar 2012 | DSM vs DMA |
Often Compared With DSM
Investors most often compare DSM with TNVIX, CRSSX, FOSCX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DSM with Any Fund or Stock
Compare DSM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSM with funds that move differently
Dimensional Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSM.
Explore DSM Diversifiers