BNY Mellon Small/Mid Cap Growth Fund (SDSCX) 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 SDSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SDSCX
SDSCX charges 0.70% annually. There are 33 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 | SDSCX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | SDSCX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | SDSCX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | SDSCX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | SDSCX vs VMFGX |
Best Risk-Adjusted Alternatives to SDSCX
SDSCX has a PortfoliosLab risk / return rank of 16. There are 61 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 | SDSCX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | SDSCX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | SDSCX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | SDSCX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | SDSCX vs POAGX |
Top Performing SDSCX Alternatives (YTD)
SDSCX is at 11.94% YTD. There are 54 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | SDSCX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | SDSCX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | SDSCX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | SDSCX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | SDSCX vs POAGX |
Lowest Volatility Alternatives to SDSCX
SDSCX has 22.20% 1-year volatility. There are 133 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | SDSCX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | SDSCX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | SDSCX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | SDSCX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | SDSCX vs VLIFX |
Lowest Drawdown Alternatives to SDSCX
SDSCX has a 1-year max drawdown of -19.60%. There are 143 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 | SDSCX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | SDSCX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | SDSCX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | SDSCX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | SDSCX vs SECUX |
Other Mutual Funds from Dreyfus
The 10 most viewed Dreyfus mutual funds shown here include DQIRX, DFLYX, DISRX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Equity Income Fund | Large Cap Value Equities | 88 | 14.56% | — | Jul 2006 | SDSCX vs DQIRX | |
| BNY Mellon Floating Rate Income Fund | Bank Loan | 83 | 2.23% | — | Sep 2013 | SDSCX vs DFLYX | |
| BNY Mellon International Stock Fund | Foreign Large Cap Equities | 5 | 4.30% | — | Dec 2006 | SDSCX vs DISRX | |
| BNY Mellon Global Equity Income Fund | Global Equities | 67 | 13.13% | — | Oct 2007 | SDSCX vs DQEIX | |
| BNY Mellon Global Real Estate Securities Fund | REIT | 33 | 11.97% | — | Dec 2006 | SDSCX vs DRLIX | |
| BNY Mellon Natural Resources Fund | Energy Equities | 52 | 16.16% | — | Oct 2003 | SDSCX vs DLDRX | |
| BNY Mellon International Equity Fund | Foreign Large Cap Equities | 28 | 7.42% | — | Dec 2005 | SDSCX vs SNIEX | |
| BNY Mellon International Bond Fund | Global Bonds | 2 | -1.88% | — | Dec 2005 | SDSCX vs DIBRX | |
| BNY Mellon Global Stock Fund | Global Equities | 8 | 3.43% | — | Dec 2006 | SDSCX vs DGLRX | |
| BNY Mellon Global Fixed Income Fund | Global Bonds | 19 | 0.44% | — | Dec 1993 | SDSCX vs SDGIX |
Often Compared With SDSCX
Investors most often compare SDSCX with TMCPX, VMVAX, CTIGX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SDSCX with Any Fund or Stock
Compare SDSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SDSCX with funds that move differently
BNY Mellon Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDSCX.
Explore SDSCX Diversifiers