Dean Mid Cap Value Fund (DALCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DALCX
DALCX charges 0.85% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among DALCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | DALCX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DALCX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | DALCX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | DALCX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | DALCX vs VMVIX |
Best Risk-Adjusted Alternatives to DALCX
Among mutual funds in the Mid Cap Value 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | DALCX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | DALCX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | DALCX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | DALCX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | DALCX vs VVOAX |
Top Performing DALCX Alternatives (YTD)
DALCX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | DALCX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | DALCX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | DALCX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | DALCX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | DALCX vs HWMIX |
Lowest Volatility Alternatives to DALCX
DALCX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | DALCX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | DALCX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | DALCX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | DALCX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | DALCX vs RSVAX |
Lowest Drawdown Alternatives to DALCX
DALCX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | DALCX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | DALCX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | DALCX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | DALCX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | DALCX vs CISMX |
Other Mutual Funds from Dean Fund
Most popular Dean Fund mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dean Small Cap Value Fund | Small Cap Value Equities | 33 | 2.13% | May 28, 1997 | DALCX vs DASCX |
Often Compared With DALCX
What investors most often compare with DALCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Victory Sycamore Established Value Fund Class R6 | Mid Cap Value Equities | 20 | 2.91% | Aug 16, 1983 | DALCX vs VEVRX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | DALCX vs CIMDX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | DALCX vs NAMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | DALCX vs VVOIX |
Compare DALCX with Any Fund or Stock
Compare DALCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.