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DSCGX vs. HRSMX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DSCGX vs. HRSMX

Last updated May 12, 2025

Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and Hood River Small-Cap Growth Fund (HRSMX).

DSCGX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSCGX or HRSMX.

Correlation

The correlation between DSCGX and HRSMX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

DSCGX vs. HRSMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DFA U.S. Small Cap Growth Portfolio (DSCGX) and Hood River Small-Cap Growth Fund (HRSMX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

DSCGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HRSMX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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DSCGX vs. HRSMX - Expense Ratio Comparison

DSCGX has a 0.32% expense ratio, which is lower than HRSMX's 1.09% expense ratio.

HRSMX
Hood River Small-Cap Growth Fund
DSCGX
DFA U.S. Small Cap Growth Portfolio

Risk-Adjusted Performance

DSCGX vs. HRSMX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DSCGX
The Risk-Adjusted Performance Rank of DSCGX is 2929
Overall Rank
The Sharpe Ratio Rank of DSCGX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of DSCGX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of DSCGX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of DSCGX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of DSCGX is 2828
Martin Ratio Rank
HRSMX
The Risk-Adjusted Performance Rank of HRSMX is 2222
Overall Rank
The Sharpe Ratio Rank of HRSMX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of HRSMX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of HRSMX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of HRSMX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of HRSMX is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DSCGX vs. HRSMX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Growth Portfolio (DSCGX) and Hood River Small-Cap Growth Fund (HRSMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

DSCGX vs. HRSMX - Dividend Comparison

DSCGX's dividend yield for the trailing twelve months is around 0.68%, while HRSMX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
DSCGX
DFA U.S. Small Cap Growth Portfolio		0.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HRSMX
Hood River Small-Cap Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DSCGX vs. HRSMX - Drawdown Comparison

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Volatility

DSCGX vs. HRSMX - Volatility Comparison

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