Dunham Focused Large Cap Growth Fund (DAFGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DAFGX
DAFGX charges 1.37% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among DAFGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | DAFGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | DAFGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | DAFGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | DAFGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | DAFGX vs TILIX |
Best Risk-Adjusted Alternatives to DAFGX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | DAFGX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | DAFGX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | DAFGX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | DAFGX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | DAFGX vs VTMGX |
Top Performing DAFGX Alternatives (YTD)
DAFGX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | DAFGX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | DAFGX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | DAFGX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | DAFGX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | DAFGX vs AMRGX |
Lowest Volatility Alternatives to DAFGX
DAFGX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | DAFGX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | DAFGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | DAFGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | DAFGX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | DAFGX vs PROVX |
Lowest Drawdown Alternatives to DAFGX
DAFGX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | DAFGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | DAFGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | DAFGX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | DAFGX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | DAFGX vs BBLIX |
Other Mutual Funds from Dunham
Most popular Dunham mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dunham Real Estate Stock Fund | REIT | 7 | 1.86% | Dec 10, 2004 | DAFGX vs DCREX | |
| Dunham International Stock Fund | Foreign Large Cap Equities | 93 | 2.71% | Dec 10, 2004 | DAFGX vs DCINX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 55 | -1.41% | Dec 10, 2004 | DAFGX vs DCLVX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 83 | -0.59% | Oct 31, 2013 | DAFGX vs DAIOX | |
| Dunham Monthly Distribution Fund | Event Driven | 98 | 1.02% | Jul 31, 2008 | DAFGX vs DAMDX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 55 | 2.51% | Dec 10, 2004 | DAFGX vs DCSVX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 77 | 1.93% | Dec 9, 2004 | DAFGX vs DCEMX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 44 | -4.35% | Dec 10, 2004 | DAFGX vs DCDGX | |
| Dunham Dynamic Macro Fund | Macro Trading | 92 | 2.75% | Apr 28, 2010 | DAFGX vs DNAVX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 74 | -1.31% | Jul 1, 2005 | DAFGX vs DCHYX |
Compare DAFGX with Any Fund or Stock
Compare DAFGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.