DFSTX Fund Comparisons

DFSTX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VIOO, DFAS, BKSE. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
DFSTX
Name
U.S. SMALL CAP PORTFOLIO
Type
Mutual Fund
Originator
DFA Investment Dimensions
Asset class
equity
Net expense ratio
0.27%
AUM
$18.9B

Comparable Funds

FundQuant reviewed 1,786 active searchable funds, 407 ETFs, 1,377 mutual funds and returned 3 comparable funds for DFSTX.

  1. VIOO - Vanguard S&P Small-Cap 600 Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 95)
  2. DFAS - Dimensional U.S. Small Cap ETF (1940 Act ETF; Dimensional; equity; Closest Fit; fit score 97)
  3. BKSE - BNY Mellon US Small Cap Core Equity ETF (1940 Act ETF; BNY; equity; Closest Fit; fit score 92)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/DFSTX/comps