Driehaus Small/Mid Cap Growth Fund (DSMDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DSMDX
DSMDX charges 0.95% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among DSMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | DSMDX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | DSMDX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | DSMDX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | DSMDX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DSMDX vs VMGMX |
Best Risk-Adjusted Alternatives to DSMDX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | DSMDX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | DSMDX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | DSMDX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | DSMDX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | DSMDX vs BFGIX |
Top Performing DSMDX Alternatives (YTD)
DSMDX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | DSMDX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | DSMDX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | DSMDX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | DSMDX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | DSMDX vs NEEGX |
Lowest Volatility Alternatives to DSMDX
DSMDX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | DSMDX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | DSMDX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | DSMDX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | DSMDX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | DSMDX vs VSNGX |
Lowest Drawdown Alternatives to DSMDX
DSMDX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | DSMDX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | DSMDX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | DSMDX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | DSMDX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | DSMDX vs VLEQX |
Other Mutual Funds from Driehaus
Most popular Driehaus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Driehaus Small Cap Growth Fund | Small Cap Growth Equities | 59 | -5.77% | Aug 21, 2017 | DSMDX vs DVSMX | |
| Driehaus Micro Cap Growth Fund | Small Cap Growth Equities | 86 | -3.06% | Nov 18, 2013 | DSMDX vs DMCRX | |
| Driehaus International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 59 | -5.42% | Sep 16, 2007 | DSMDX vs DRIOX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 95 | 4.87% | Aug 21, 2011 | DSMDX vs DRESX | |
| Driehaus Emerging Markets Growth Fund | Emerging Markets Diversified | 83 | 0.87% | Dec 30, 1997 | DSMDX vs DREGX | |
| Driehaus Event Driven Fund | Event Driven | 73 | -1.35% | Aug 22, 2013 | DSMDX vs DEVDX | |
| Driehaus Emerging Markets Opportunities Fund | Emerging Markets Diversified | 75 | -3.41% | Apr 6, 2017 | DSMDX vs DMAGX |
Often Compared With DSMDX
What investors most often compare with DSMDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | DSMDX vs IMIDX |
Compare DSMDX with Any Fund or Stock
Compare DSMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.