Dean Mid Cap Value Fund (DALCX) belongs to the Mid 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 DALCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DALCX
DALCX charges 0.85% annually. There are 40 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | DALCX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | DALCX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | DALCX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | DALCX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | DALCX vs VMVIX |
Best Risk-Adjusted Alternatives to DALCX
DALCX has a PortfoliosLab risk / return rank of 66. There are 61 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | DALCX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | DALCX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | DALCX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | DALCX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | DALCX vs FASOX |
Top Performing DALCX Alternatives (YTD)
DALCX is at 16.10% YTD. There are 53 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | DALCX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | DALCX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | DALCX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | DALCX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | DALCX vs FVCSX |
Lowest Volatility Alternatives to DALCX
DALCX has 12.87% 1-year volatility. There are 22 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | DALCX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | DALCX vs VMVAX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | DALCX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | DALCX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | DALCX vs ACLAX |
Lowest Drawdown Alternatives to DALCX
DALCX has a 1-year max drawdown of -9.28%. There are 52 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | DALCX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | DALCX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | DALCX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | DALCX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | DALCX vs HAMVX |
Other Mutual Funds from Dean Fund
The 1 most viewed Dean Fund mutual funds shown here include DASCX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dean Small Cap Value Fund | Small Cap Value Equities | 75 | 23.05% | — | May 1997 | DALCX vs DASCX |
Often Compared With DALCX
Investors most often compare DALCX with VEVRX, NMAVX, CIMDX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DALCX with Any Fund or Stock
Compare DALCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DALCX with funds that move differently
Dean Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DALCX.
Explore DALCX Diversifiers