Driehaus Small/Mid Cap Growth Fund (DSMDX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DSMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DSMDX
DSMDX charges 0.95% annually. There are 78 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | DSMDX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | DSMDX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | DSMDX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | DSMDX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | DSMDX vs VMFGX |
Best Risk-Adjusted Alternatives to DSMDX
DSMDX has a PortfoliosLab risk / return rank of 37. There are 23 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | DSMDX vs VHCOX | |
| Needham Growth Fund | 82 | — | Jan 1996 | DSMDX vs NEEGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | DSMDX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 80 | — | Oct 2000 | DSMDX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | DSMDX vs POAGX |
Top Performing DSMDX Alternatives (YTD)
DSMDX is at 15.16% YTD. There are 31 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 46.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 46.24% | — | Dec 2016 | DSMDX vs NEEIX | |
| Needham Growth Fund | 45.92% | — | Jan 1996 | DSMDX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 38.19% | — | May 2007 | DSMDX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 30.17% | — | Oct 2000 | DSMDX vs TAAGX | |
| Kinetics Paradigm Fund | 26.11% | — | Dec 1999 | DSMDX vs WWNPX |
Lowest Volatility Alternatives to DSMDX
DSMDX has 26.87% 1-year volatility. There are 150 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | DSMDX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | DSMDX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | DSMDX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | DSMDX vs VLIFX | |
| Sparrow Growth Fund | 13.53% | — | Oct 1998 | DSMDX vs SGFFX |
Lowest Drawdown Alternatives to DSMDX
DSMDX has a 1-year max drawdown of -14.51%. There are 89 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | DSMDX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | DSMDX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | DSMDX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | DSMDX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | DSMDX vs TAAGX |
Other Mutual Funds from Driehaus
The 6 most viewed Driehaus mutual funds shown here include DMCRX, DVSMX, DRIOX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Driehaus Micro Cap Growth Fund | Small Cap Growth Equities | 88 | 29.38% | — | Nov 2013 | DSMDX vs DMCRX | |
| Driehaus Small Cap Growth Fund | Small Cap Growth Equities | 68 | 20.13% | — | Aug 2017 | DSMDX vs DVSMX | |
| Driehaus International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 12 | 6.73% | — | Sep 2007 | DSMDX vs DRIOX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 43 | 11.41% | — | Aug 2011 | DSMDX vs DRESX | |
| Driehaus Emerging Markets Growth Fund | Emerging Markets Diversified | 73 | 22.11% | — | Dec 1997 | DSMDX vs DREGX | |
| Driehaus Emerging Markets Opportunities Fund | Emerging Markets Diversified | 59 | 16.46% | — | Apr 2017 | DSMDX vs DMAGX |
Often Compared With DSMDX
Investors most often compare DSMDX with BARAX, IMIDX, KMKAX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DSMDX with Any Fund or Stock
Compare DSMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSMDX with funds that move differently
Driehaus Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSMDX.
Explore DSMDX Diversifiers