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% | 64.90B | Sep 2011 | DAABX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DAABX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DAABX vs VRTVX |
Best Risk-Adjusted Alternatives to DAABX
DAABX has a PortfoliosLab risk / return rank of 37. There are 87 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | DAABX vs AVALX | |
| Invesco Small Cap Value Fund | 86 | — | Jun 1999 | DAABX vs VSCAX | |
| Victory Integrity Discovery Fund | 84 | — | Dec 1996 | DAABX vs MMEYX | |
| Transamerica Small Cap Value | 82 | — | Jan 2003 | DAABX vs TSLTX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 79 | — | Jun 2002 | DAABX vs QRSVX |
Top Performing DAABX Alternatives (YTD)
DAABX is at 11.37% YTD. There are 100 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 30.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 30.74% | — | Jun 1999 | DAABX vs VSCAX | |
| Victory Integrity Discovery Fund | 28.11% | — | Dec 1996 | DAABX vs MMEYX | |
| Royce Opportunity Fund | 27.87% | — | Nov 1996 | DAABX vs RYPNX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 24.66% | — | Jun 2002 | DAABX vs QRSVX | |
| First Eagle Small Cap Opportunity Fund | 24.63% | — | Apr 2021 | DAABX vs FESCX |
Lowest Volatility Alternatives to DAABX
DAABX has 17.75% 1-year volatility. There are 74 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.92% | — | Sep 2017 | DAABX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.21% | — | Apr 2019 | DAABX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.29% | — | Apr 1997 | DAABX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.36% | — | Mar 2007 | DAABX vs ARSMX | |
| VELA Small Cap Fund | 14.40% | — | Sep 2020 | DAABX vs VESMX |
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.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 53 | 15.31% | — | Mar 1993 | DAABX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 12.49% | — | Feb 1994 | DAABX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 72 | 12.33% | — | Dec 2003 | DAABX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 69 | 10.89% | — | Sep 1999 | DAABX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 9.80% | — | Dec 1994 | DAABX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 48 | 13.67% | — | Feb 2000 | DAABX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 44 | 10.21% | — | Sep 2005 | DAABX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 43 | 13.86% | — | Mar 1992 | DAABX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 73 | 11.61% | — | Sep 2005 | DAABX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 90 | 15.74% | — | Feb 1993 | DAABX vs DFLVX |
Often Compared With DAABX
Investors most often compare DAABX with FCPVX, AVUV, VBR. These 17 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