DFA U.S. Sustainability Targeted Value Portfolio (DAABX) Alternatives
DFA U.S. Sustainability Targeted Value Portfolio (DAABX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DAABX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DAABX
DAABX charges 0.36% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among DAABX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | DAABX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | DAABX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DAABX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | DAABX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | DAABX vs VRTVX |
Best Risk-Adjusted Alternatives to DAABX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | DAABX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | DAABX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | DAABX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | DAABX vs TASCX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | DAABX vs MMEYX |
Top Performing DAABX Alternatives (YTD)
DAABX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | DAABX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | DAABX vs VSCAX | |
| Brandes Small Cap Value Fund | 8.18% | Jan 2, 2018 | DAABX vs BSCMX | |
| Avantis U.S. Small Cap Value Fund | 7.95% | Dec 4, 2019 | DAABX vs AVUVX | |
| American Beacon Small Cap Value Fund | 7.48% | Dec 31, 1998 | DAABX vs AVFIX |
Lowest Volatility Alternatives to DAABX
DAABX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | DAABX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | DAABX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | DAABX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | DAABX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | DAABX vs TASCX |
Lowest Drawdown Alternatives to DAABX
DAABX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | DAABX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | DAABX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | DAABX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | DAABX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | DAABX vs JMCRX |
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Often Compared With DAABX
What investors most often compare with DAABX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO RAE US Small Fund | Small Cap Value Equities | 30 | 1.03% | Jun 5, 2015 | DAABX vs PMJIX | |
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 51 | 3.59% | Jan 26, 2004 | DAABX vs VBR | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 69 | 8.80% | Sep 24, 2019 | DAABX vs AVUV | |
| Fidelity Small Cap Value Fund | Small Cap Value Equities | 36 | 1.90% | Nov 3, 2004 | DAABX vs FCPVX |
Compare DAABX with Any Fund or Stock
Compare DAABX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.