Dimensional Small Cap Equity Fund (DSM) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DSM
DSM charges 0.03% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among DSM alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | DSM vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | DSM vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | DSM vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | DSM vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DSM vs VSMAX |
Best Risk-Adjusted Alternatives to DSM
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 | DSM vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | DSM vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | DSM vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | DSM vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | DSM vs PRSVX |
Top Performing DSM Alternatives (YTD)
DSM 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 | DSM vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | DSM vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | DSM vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | DSM vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | DSM vs RIVSX |
Lowest Volatility Alternatives to DSM
DSM 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 | DSM vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | DSM vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | DSM vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | DSM vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | DSM vs CSMDX |
Lowest Drawdown Alternatives to DSM
DSM 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 | DSM vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | DSM vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | DSM vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | DSM vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | DSM vs BOSOX |
Other Mutual Funds from Dimensional Fund Advisors
Most popular Dimensional Fund Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dimensional High Yield Fund | High Yield Bonds | 12 | -0.19% | Jan 1, 2013 | DSM vs DHF | |
| Dimensional High Yield Equity Fund | Dividend | 3 | -2.71% | Jan 1, 2013 | DSM vs DHY | |
| Dimensional Multi-Asset Fund | Global Allocation | 12 | 0.42% | Dec 11, 2009 | DSM vs DMO | |
| Dimensional Financial Leaders Fund | Large Cap Value Equities | 20 | -1.71% | May 23, 2013 | DSM vs DFP | |
| Dimensional International Core Equity Fund | International Equity | 13 | -5.70% | Jan 1, 2013 | DSM vs DIAX | |
| Dimensional Multi-Blend Fund | Large Cap Blend Equities | 14 | -2.99% | Jan 1, 2013 | DSM vs DMB | |
| Dimensional Managed Account Fund | Diversified Portfolio | 20 | -5.96% | Mar 16, 2012 | DSM vs DMA |
Often Compared With DSM
What investors most often compare with DSM, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | DSM vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | DSM vs TISBX |
Compare DSM with Any Fund or Stock
Compare DSM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.