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 a closer substitute for your current allocation.
Cheapest Alternatives to DAABX
DAABX charges 0.36% annually. There are 9 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | DAABX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DAABX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | DAABX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DAABX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DAABX vs VSMVX |
Best Risk-Adjusted Alternatives to DAABX
DAABX has a PortfoliosLab risk / return rank of 56. There are 81 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | DAABX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | DAABX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | DAABX vs WSCVX | |
| Aegis Value Fund | 89 | — | May 1998 | DAABX vs AVALX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | DAABX vs FESCX |
Top Performing DAABX Alternatives (YTD)
DAABX is at 15.97% YTD. There are 91 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.00% | — | Dec 1996 | DAABX vs MMEYX | |
| Royce Opportunity Fund | 29.82% | — | Nov 1996 | DAABX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 29.72% | — | Apr 2021 | DAABX vs FESCX | |
| Invesco Small Cap Value Fund | 29.12% | — | Jun 1999 | DAABX vs VSCAX | |
| Walthausen Small Cap Value Fund | 27.05% | — | Feb 2008 | DAABX vs WSCVX |
Lowest Volatility Alternatives to DAABX
DAABX has 17.76% 1-year volatility. There are 70 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.58% | — | Sep 2017 | DAABX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.24% | — | Apr 2019 | DAABX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.33% | — | Apr 1997 | DAABX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | DAABX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.48% | — | Mar 2007 | DAABX vs ARSMX |
Lowest Drawdown Alternatives to DAABX
DAABX has a 1-year max drawdown of -12.13%. There are 107 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | DAABX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DAABX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DAABX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DAABX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DAABX vs TSLTX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
Often Compared With DAABX
Investors most often compare DAABX with FCPVX, AVUV, VBR. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DAABX with Any Fund or Stock
Compare DAABX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DAABX with funds that move differently
DFA U.S. Sustainability Targeted Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DAABX.
Explore DAABX Diversifiers