Destinations Small-Mid Cap Equity Fund (DSMFX) Alternatives
Destinations Small-Mid Cap Equity Fund (DSMFX) belongs to the Mid 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 DSMFX. 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 DSMFX
DSMFX charges 1.10% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among DSMFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | DSMFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | DSMFX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | DSMFX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | DSMFX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | DSMFX vs VMCIX |
Best Risk-Adjusted Alternatives to DSMFX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | DSMFX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | DSMFX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | DSMFX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | DSMFX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | DSMFX vs BIGTX |
Top Performing DSMFX Alternatives (YTD)
DSMFX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | DSMFX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | DSMFX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | DSMFX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | DSMFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | DSMFX vs FTSIX |
Lowest Volatility Alternatives to DSMFX
DSMFX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | DSMFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | DSMFX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | DSMFX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | DSMFX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | DSMFX vs GABVX |
Lowest Drawdown Alternatives to DSMFX
DSMFX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | DSMFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | DSMFX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | DSMFX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | DSMFX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | DSMFX vs KMVAX |
Other Mutual Funds from Destinations Funds
Most popular Destinations Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Destinations Equity Income Fund | Large Cap Value Equities | 73 | 3.45% | Mar 20, 2017 | DSMFX vs DGEFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 98 | 1.24% | Mar 20, 2017 | DSMFX vs DLDFX | |
| Destinations Global Fixed Income Opportunities Fun... | Global Bonds | 84 | 0.46% | Mar 19, 2017 | DSMFX vs DGFFX | |
| Destinations Multi Strategy Alternatives Fund | Multistrategy | 22 | -1.62% | Mar 19, 2017 | DSMFX vs DMSFX | |
| Destinations International Equity Fund | Foreign Large Cap Equities | 62 | -1.08% | Mar 19, 2017 | DSMFX vs DIEFX | |
| Destinations Core Fixed Income Fund | Intermediate Core-Plus Bond | 44 | -0.12% | Mar 20, 2017 | DSMFX vs DCFFX | |
| Destinations Large Cap Equity Fund | Large Cap Blend Equities | 20 | -8.01% | Mar 20, 2017 | DSMFX vs DLCFX |
Often Compared With DSMFX
What investors most often compare with DSMFX, based on PortfoliosLab usage data.
Compare DSMFX with Any Fund or Stock
Compare DSMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.