Dunham Focused Large Cap Growth Fund (DAFGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DAFGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DAFGX
DAFGX charges 1.37% annually. There are 383 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | DAFGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DAFGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | DAFGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | DAFGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | DAFGX vs VIGAX |
Best Risk-Adjusted Alternatives to DAFGX
DAFGX has a PortfoliosLab risk / return rank of 3. There are 398 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | DAFGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | DAFGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | DAFGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | DAFGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | DAFGX vs FOCPX |
Top Performing DAFGX Alternatives (YTD)
DAFGX is at 0.12% YTD. There are 360 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | DAFGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | DAFGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | DAFGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | DAFGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | DAFGX vs POGRX |
Lowest Volatility Alternatives to DAFGX
DAFGX has 20.10% 1-year volatility. There are 360 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | DAFGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | DAFGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | DAFGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | DAFGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | DAFGX vs GQEPX |
Lowest Drawdown Alternatives to DAFGX
DAFGX has a 1-year max drawdown of -27.70%. There are 409 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | DAFGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DAFGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DAFGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | DAFGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | DAFGX vs DNVYX |
Other Mutual Funds from Dunham
The 10 most viewed Dunham mutual funds shown here include DCINX, DAIOX, DCDGX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dunham International Stock Fund | Foreign Large Cap Equities | 92 | 27.12% | — | Dec 2004 | DAFGX vs DCINX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 56 | 3.14% | — | Oct 2013 | DAFGX vs DAIOX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 59 | 23.45% | — | Dec 2004 | DAFGX vs DCDGX | |
| Dunham Dynamic Macro Fund | Macro Trading | 9 | 1.42% | — | Apr 2010 | DAFGX vs DNAVX | |
| Dunham Real Estate Stock Fund | REIT | 8 | 11.22% | — | Dec 2004 | DAFGX vs DCREX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 74 | 10.65% | — | Dec 2004 | DAFGX vs DCLVX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 77 | 20.85% | — | Dec 2004 | DAFGX vs DCSVX | |
| Dunham Monthly Distribution Fund | Event Driven | 97 | 2.08% | — | Jul 2008 | DAFGX vs DAMDX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 84 | 35.90% | — | Dec 2004 | DAFGX vs DCEMX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 68 | 1.44% | — | Jul 2005 | DAFGX vs DCHYX |
Often Compared With DAFGX
Investors most often compare DAFGX with TILIX, DCCGX, BPTRX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DAFGX with Any Fund or Stock
Compare DAFGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DAFGX with funds that move differently
Dunham Focused Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DAFGX.
Explore DAFGX Diversifiers