Driehaus Small Cap Growth Fund (DVSMX) belongs to the Small 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 DVSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DVSMX
DVSMX charges 0.99% annually. There are 57 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | DVSMX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | DVSMX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | DVSMX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | DVSMX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | DVSMX vs VISGX |
Best Risk-Adjusted Alternatives to DVSMX
DVSMX has a PortfoliosLab risk / return rank of 53. There are 48 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | DVSMX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | DVSMX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | DVSMX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | DVSMX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | DVSMX vs NESGX |
Top Performing DVSMX Alternatives (YTD)
DVSMX is at 13.42% YTD. There are 100 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | DVSMX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | DVSMX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | DVSMX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | DVSMX vs NEAIX | |
| Needham Aggressive Growth Fund | 31.89% | — | Sep 2001 | DVSMX vs NEAGX |
Lowest Volatility Alternatives to DVSMX
DVSMX has 27.58% 1-year volatility. There are 139 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | DVSMX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | DVSMX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | DVSMX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | DVSMX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | DVSMX vs ETEGX |
Lowest Drawdown Alternatives to DVSMX
DVSMX has a 1-year max drawdown of -15.39%. There are 112 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | DVSMX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | DVSMX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | DVSMX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | DVSMX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | DVSMX vs SGPIX |
Other Mutual Funds from Driehaus
The 5 most viewed Driehaus mutual funds shown here include DRIOX, DRESX, DSMDX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Driehaus International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 16 | 5.51% | — | Sep 2007 | DVSMX vs DRIOX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Equities | 21 | 2.62% | — | Aug 2011 | DVSMX vs DRESX | |
| Driehaus Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 24 | 8.67% | — | Apr 2020 | DVSMX vs DSMDX | |
| Driehaus Emerging Markets Growth Fund | Emerging Markets Equities | 58 | 16.77% | — | Dec 1997 | DVSMX vs DREGX | |
| Driehaus Emerging Markets Opportunities Fund | Emerging Markets Equities | 48 | 13.58% | — | Apr 2017 | DVSMX vs DMAGX |
Often Compared With DVSMX
Investors most often compare DVSMX with HFMDX, FTHNX, TMCIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare DVSMX with Any Fund or Stock
Compare DVSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DVSMX with funds that move differently
Driehaus Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DVSMX.
Explore DVSMX Diversifiers