DWS Small Cap Growth Fund (SSDAX) 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 SSDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSDAX
SSDAX charges 1.21% annually. There are 109 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 | SSDAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | SSDAX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | SSDAX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | SSDAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | SSDAX vs VISGX |
Best Risk-Adjusted Alternatives to SSDAX
SSDAX has a PortfoliosLab risk / return rank of 37. There are 78 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | SSDAX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | SSDAX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | SSDAX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | SSDAX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | SSDAX vs OBMCX |
Top Performing SSDAX Alternatives (YTD)
SSDAX is at 14.10% YTD. There are 90 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | SSDAX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | SSDAX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | SSDAX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | SSDAX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | SSDAX vs OBMCX |
Lowest Volatility Alternatives to SSDAX
SSDAX has 18.08% 1-year volatility. There are 39 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | SSDAX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | SSDAX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | SSDAX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | SSDAX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | SSDAX vs ETEGX |
Lowest Drawdown Alternatives to SSDAX
SSDAX has a 1-year max drawdown of -12.47%. There are 56 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 | SSDAX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | SSDAX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | SSDAX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | SSDAX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | SSDAX vs RFIMX |
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 | 46 | 10.64% | — | Jul 2007 | SSDAX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 72 | 29.66% | — | Sep 1948 | SSDAX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 48 | 10.77% | — | Jul 2007 | SSDAX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 76 | 12.07% | — | May 1929 | SSDAX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 84 | 33.80% | — | May 1996 | SSDAX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 15 | 8.60% | — | Jul 1986 | SSDAX vs SCOBX | |
| DWS S&P 500 Index Fund | S&P 500 | 73 | 11.60% | — | Aug 1997 | SSDAX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 76 | 1.59% | — | Mar 1998 | SSDAX vs MGHYX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 16 | 7.91% | — | Jul 2000 | SSDAX vs SCGSX | |
| DWS CROCI International Fund | Foreign Large Cap Equities | 51 | 8.99% | — | Jun 1953 | SSDAX vs SCINX |
Often Compared With SSDAX
Investors most often compare SSDAX with BTIIX, JATTX, JGMNX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 73 | 11.63% | — | Dec 1992 | SSDAX vs BTIIX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 37 | 11.37% | — | Feb 2005 | SSDAX vs JATTX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 37 | 11.47% | — | May 2012 | SSDAX vs JGMNX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.34% | — | Jan 2003 | SSDAX vs HRSMX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | SSDAX vs JANIX |
Compare SSDAX with Any Fund or Stock
Compare SSDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSDAX with funds that move differently
DWS Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSDAX.
Explore SSDAX Diversifiers