DSM vs. WESCX
Compare and contrast key facts about Dimensional Small Cap Equity Fund (DSM) and TETON Westwood SmallCap Equity Fund (WESCX).
DSM is managed by Dimensional Fund Advisors. It was launched on Jan 1, 2013. WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997.
Performance
DSM vs. WESCX - Performance Comparison
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DSM vs. WESCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSM Dimensional Small Cap Equity Fund | -1.40% | 10.90% | 5.52% | 3.18% | -27.04% | 10.89% | 3.32% | 20.57% | -13.60% | 12.79% |
WESCX TETON Westwood SmallCap Equity Fund | 6.21% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
Returns By Period
In the year-to-date period, DSM achieves a -1.40% return, which is significantly lower than WESCX's 6.21% return. Over the past 10 years, DSM has underperformed WESCX with an annualized return of 1.39%, while WESCX has yielded a comparatively higher 13.08% annualized return.
DSM
- 1D
- 3.62%
- 1M
- -2.33%
- YTD
- -1.40%
- 6M
- 3.95%
- 1Y
- 9.09%
- 3Y*
- 4.23%
- 5Y*
- -1.07%
- 10Y*
- 1.39%
WESCX
- 1D
- -1.64%
- 1M
- -8.28%
- YTD
- 6.21%
- 6M
- 15.03%
- 1Y
- 37.79%
- 3Y*
- 17.04%
- 5Y*
- 9.06%
- 10Y*
- 13.08%
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DSM vs. WESCX - Expense Ratio Comparison
DSM has a 0.03% expense ratio, which is lower than WESCX's 1.25% expense ratio.
Return for Risk
DSM vs. WESCX — Risk / Return Rank
DSM
WESCX
DSM vs. WESCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Small Cap Equity Fund (DSM) and TETON Westwood SmallCap Equity Fund (WESCX). 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.
| DSM | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.53 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.13 | 2.12 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.30 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.32 | -1.25 |
Martin ratioReturn relative to average drawdown | 2.98 | 8.83 | -5.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DSM | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.53 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.42 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.55 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.32 | -0.01 |
Correlation
The correlation between DSM and WESCX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DSM vs. WESCX - Dividend Comparison
DSM's dividend yield for the trailing twelve months is around 4.53%, less than WESCX's 7.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSM Dimensional Small Cap Equity Fund | 4.53% | 4.07% | 3.72% | 4.27% | 5.95% | 4.31% | 4.57% | 5.19% | 6.11% | 5.82% | 6.19% | 6.17% |
WESCX TETON Westwood SmallCap Equity Fund | 7.06% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
Drawdowns
DSM vs. WESCX - Drawdown Comparison
The maximum DSM drawdown since its inception was -49.15%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for DSM and WESCX.
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Drawdown Indicators
| DSM | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.15% | -70.60% | +21.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -14.72% | +6.36% |
Max Drawdown (5Y)Largest decline over 5 years | -38.75% | -26.22% | -12.53% |
Max Drawdown (10Y)Largest decline over 10 years | -38.75% | -45.13% | +6.38% |
Current DrawdownCurrent decline from peak | -13.91% | -10.19% | -3.72% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -20.27% | +12.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 3.86% | -0.87% |
Volatility
DSM vs. WESCX - Volatility Comparison
The current volatility for Dimensional Small Cap Equity Fund (DSM) is 4.51%, while TETON Westwood SmallCap Equity Fund (WESCX) has a volatility of 7.22%. This indicates that DSM experiences smaller price fluctuations and is considered to be less risky than WESCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSM | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 7.22% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 14.05% | -6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.89% | 24.90% | -13.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.38% | 21.65% | -9.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.45% | 23.65% | -10.20% |