Sit Small Cap Dividend Growth Fund (SSCDX) belongs to the Small 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 SSCDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSCDX
SSCDX charges 1.35% annually. There are 150 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SSCDX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SSCDX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | SSCDX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | SSCDX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | SSCDX vs VSMAX |
Best Risk-Adjusted Alternatives to SSCDX
SSCDX has a PortfoliosLab risk / return rank of 67. There are 85 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | SSCDX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | SSCDX vs WWSIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | SSCDX vs GQSCX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | SSCDX vs RIVSX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | SSCDX vs MOPIX |
Top Performing SSCDX Alternatives (YTD)
SSCDX is at 18.24% YTD. There are 111 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.59% | — | Dec 2007 | SSCDX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.28% | — | Dec 1991 | SSCDX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | SSCDX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.01% | — | Apr 1997 | SSCDX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.82% | — | Apr 1997 | SSCDX vs WESCX |
Lowest Volatility Alternatives to SSCDX
SSCDX has 16.67% 1-year volatility. There are 21 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.92% | — | Nov 1996 | SSCDX vs HFCGX | |
| DFA International Small Company Portfolio | 14.34% | 15.72B | Sep 1996 | SSCDX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | SSCDX vs CSMDX | |
| DWS Small Cap Core Fund | 15.01% | — | Jul 2000 | SSCDX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | SSCDX vs BOSOX |
Lowest Drawdown Alternatives to SSCDX
SSCDX has a 1-year max drawdown of -8.22%. There are 4 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SSCDX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SSCDX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | SSCDX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | SSCDX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SSCDX vs BIAUX |
Other Mutual Funds from Sit
The 10 most viewed Sit mutual funds shown here include SDVGX, SSMGX, SIBAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 75 | 8.63% | — | Dec 2003 | SSCDX vs SDVGX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 50 | 17.50% | — | Jul 1994 | SSCDX vs SSMGX | |
| SIT Balanced Fund | Diversified Portfolio | 39 | 5.41% | — | Dec 1993 | SSCDX vs SIBAX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 31 | 7.73% | — | Sep 1982 | SSCDX vs SNIGX | |
| SIT U.S. Government Securities Fund | Government Bonds | 36 | 0.54% | — | Jun 1987 | SSCDX vs SNGVX | |
| Sit Quality Income Fund | Ultrashort Bond | 64 | 0.61% | — | Dec 2012 | SSCDX vs SQIFX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 26 | 11.24% | — | Sep 1982 | SSCDX vs NBNGX | |
| Sit Global Dividend Growth Fund | Global Equities | 53 | 10.74% | — | Sep 2008 | SSCDX vs GDGIX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 68 | 21.01% | — | Jun 1994 | SSCDX vs SDMGX | |
| SIT International Growth Fund | Foreign Large Cap Equities | 27 | 9.39% | — | Oct 1991 | SSCDX vs SNGRX |
Often Compared With SSCDX
Investors most often compare SSCDX with REBYX, IMCG, IESGX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SSCDX with Any Fund or Stock
Compare SSCDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSCDX with funds that move differently
Sit Small Cap Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSCDX.
Explore SSCDX Diversifiers