DWS Global Small Cap Fund (SGSCX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SGSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGSCX
SGSCX charges 1.12% annually. There are 174 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | SGSCX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SGSCX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SGSCX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | SGSCX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SGSCX vs UCEQX |
Best Risk-Adjusted Alternatives to SGSCX
SGSCX has a PortfoliosLab risk / return rank of 83. There are 18 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | SGSCX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | SGSCX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SGSCX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | SGSCX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | SGSCX vs PGVFX |
Top Performing SGSCX Alternatives (YTD)
SGSCX is at 20.36% YTD. There are 10 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | SGSCX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | SGSCX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | SGSCX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | SGSCX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | SGSCX vs YFSNX |
Lowest Volatility Alternatives to SGSCX
SGSCX has 16.23% 1-year volatility. There are 180 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | SGSCX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | SGSCX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | SGSCX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | SGSCX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | SGSCX vs SGMAX |
Lowest Drawdown Alternatives to SGSCX
SGSCX has a 1-year max drawdown of -9.54%. There are 62 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | SGSCX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SGSCX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SGSCX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | SGSCX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | SGSCX vs CSUAX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, AAAZX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 51 | 8.90% | — | Jul 2007 | SGSCX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 47 | 22.08% | — | Sep 1948 | SGSCX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 53 | 9.15% | — | Jul 2007 | SGSCX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 56 | 10.66% | — | May 1929 | SGSCX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 29.18% | — | May 1996 | SGSCX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 14 | 7.41% | — | Jul 1986 | SGSCX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 9 | 4.27% | — | Jul 2000 | SGSCX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 61 | 10.91% | — | Aug 1997 | SGSCX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 75 | 1.84% | — | Mar 1998 | SGSCX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 64 | 11.19% | — | Dec 1992 | SGSCX vs BTIIX |
Often Compared With SGSCX
Investors most often compare SGSCX with QVAL, ACWI, MGINX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare SGSCX with Any Fund or Stock
Compare SGSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGSCX with funds that move differently
DWS Global Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGSCX.
Explore SGSCX Diversifiers