Nomura Value Fund Class C (DDVCX) 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 DDVCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DDVCX
DDVCX charges 1.72% annually. There are 312 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 | DDVCX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DDVCX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DDVCX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DDVCX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | DDVCX vs TILVX |
Best Risk-Adjusted Alternatives to DDVCX
DDVCX has a PortfoliosLab risk / return rank of 29. There are 269 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 | DDVCX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DDVCX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | DDVCX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | DDVCX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | DDVCX vs AVLVX |
Top Performing DDVCX Alternatives (YTD)
DDVCX is at 7.35% YTD. There are 283 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 | DDVCX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | DDVCX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | DDVCX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | DDVCX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | DDVCX vs YAFFX |
Lowest Volatility Alternatives to DDVCX
DDVCX has 12.06% 1-year volatility. There are 217 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 | DDVCX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | DDVCX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DDVCX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | DDVCX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | DDVCX vs TMMAX |
Lowest Drawdown Alternatives to DDVCX
DDVCX has a 1-year max drawdown of -8.59%. There are 254 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 | DDVCX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DDVCX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DDVCX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DDVCX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DDVCX vs SVAIX |
Other Mutual Funds from Nomura
The 2 most viewed Nomura mutual funds shown here include DEMAX, DEMCX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | Emerging Markets Equities | 95 | 105.25% | — | Jun 1996 | DDVCX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | Emerging Markets Equities | 95 | 104.45% | — | Jun 1996 | DDVCX vs DEMCX |
Often Compared With DDVCX
Investors most often compare DDVCX with PSECX, HDCTX, LEIFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare DDVCX with Any Fund or Stock
Compare DDVCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DDVCX with funds that move differently
Nomura Value Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DDVCX.
Explore DDVCX Diversifiers