Dunham Large Cap Value Fund (DCLVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DCLVX
DCLVX charges 2.10% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DCLVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DCLVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DCLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DCLVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DCLVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | DCLVX vs TILVX |
Best Risk-Adjusted Alternatives to DCLVX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | DCLVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DCLVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DCLVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DCLVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DCLVX vs VALAX |
Top Performing DCLVX Alternatives (YTD)
DCLVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | DCLVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DCLVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DCLVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DCLVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DCLVX vs HFCVX |
Lowest Volatility Alternatives to DCLVX
DCLVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | DCLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DCLVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DCLVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DCLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DCLVX vs ACIIX |
Lowest Drawdown Alternatives to DCLVX
DCLVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DCLVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DCLVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DCLVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DCLVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DCLVX vs PSECX |
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 | DCLVX vs DCREX | |
| Dunham International Stock Fund | Foreign Large Cap Equities | 93 | 2.71% | Dec 10, 2004 | DCLVX vs DCINX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 83 | -0.59% | Oct 31, 2013 | DCLVX vs DAIOX | |
| Dunham Monthly Distribution Fund | Event Driven | 98 | 1.02% | Jul 31, 2008 | DCLVX vs DAMDX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 3 | -19.07% | Dec 8, 2011 | DCLVX vs DAFGX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 55 | 2.51% | Dec 10, 2004 | DCLVX vs DCSVX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 77 | 1.93% | Dec 9, 2004 | DCLVX vs DCEMX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 44 | -4.35% | Dec 10, 2004 | DCLVX vs DCDGX | |
| Dunham Dynamic Macro Fund | Macro Trading | 92 | 2.75% | Apr 28, 2010 | DCLVX vs DNAVX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 74 | -1.31% | Jul 1, 2005 | DCLVX vs DCHYX |
Often Compared With DCLVX
What investors most often compare with DCLVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 64 | -4.45% | Nov 3, 2009 | DCLVX vs SCHX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | DCLVX vs VVIAX |
Compare DCLVX with Any Fund or Stock
Compare DCLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.