Dunham Large Cap Value Fund (DCLVX) belongs to the Large 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 DCLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DCLVX
DCLVX charges 2.10% annually. There are 319 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DCLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DCLVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DCLVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DCLVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DCLVX vs VVIAX |
Best Risk-Adjusted Alternatives to DCLVX
DCLVX has a PortfoliosLab risk / return rank of 77. There are 140 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DCLVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DCLVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | DCLVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | DCLVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | DCLVX vs AVLVX |
Top Performing DCLVX Alternatives (YTD)
DCLVX is at 11.81% YTD. There are 164 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | DCLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | DCLVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | DCLVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | DCLVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | DCLVX vs YAFFX |
Lowest Volatility Alternatives to DCLVX
DCLVX has 10.99% 1-year volatility. There are 132 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | DCLVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | DCLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DCLVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | DCLVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | DCLVX vs TMMAX |
Lowest Drawdown Alternatives to DCLVX
DCLVX has a 1-year max drawdown of -7.44%. There are 176 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DCLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DCLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DCLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DCLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DCLVX vs SVAIX |
Other Mutual Funds from Dunham
The 10 most viewed Dunham mutual funds shown here include DCINX, DAIOX, DNAVX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dunham International Stock Fund | Foreign Large Cap Equities | 88 | 23.49% | — | Dec 2004 | DCLVX vs DCINX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 60 | 2.94% | — | Oct 2013 | DCLVX vs DAIOX | |
| Dunham Dynamic Macro Fund | Macro Trading | 8 | 0.89% | — | Apr 2010 | DCLVX vs DNAVX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 43 | 19.82% | — | Dec 2004 | DCLVX vs DCDGX | |
| Dunham Real Estate Stock Fund | REIT | 14 | 14.18% | — | Dec 2004 | DCLVX vs DCREX | |
| Dunham Monthly Distribution Fund | Event Driven | 96 | 1.89% | — | Jul 2008 | DCLVX vs DAMDX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 79 | 23.10% | — | Dec 2004 | DCLVX vs DCSVX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 3 | 4.06% | — | Dec 2011 | DCLVX vs DAFGX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 67 | 25.63% | — | Dec 2004 | DCLVX vs DCEMX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 68 | 1.54% | — | Jul 2005 | DCLVX vs DCHYX |
Often Compared With DCLVX
Investors most often compare DCLVX with SCHX, TOWFX, TWEIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare DCLVX with Any Fund or Stock
Compare DCLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DCLVX with funds that move differently
Dunham Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DCLVX.
Explore DCLVX Diversifiers