Delaware Value Fund (DDVIX) Alternatives
Delaware Value Fund (DDVIX) 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 DDVIX. 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 DDVIX
DDVIX charges 0.68% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DDVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DDVIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DDVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DDVIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DDVIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DDVIX vs VVIAX |
Best Risk-Adjusted Alternatives to DDVIX
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 | DDVIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DDVIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DDVIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DDVIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DDVIX vs VALAX |
Top Performing DDVIX Alternatives (YTD)
DDVIX 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 | DDVIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DDVIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DDVIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DDVIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DDVIX vs HFCVX |
Lowest Volatility Alternatives to DDVIX
DDVIX 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 | DDVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DDVIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DDVIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DDVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DDVIX vs ACIIX |
Lowest Drawdown Alternatives to DDVIX
DDVIX 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 | DDVIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DDVIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DDVIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DDVIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DDVIX vs PSECX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | DDVIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | DDVIX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | DDVIX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | DDVIX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | DDVIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | DDVIX vs OILGX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | DDVIX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | DDVIX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | DDVIX vs CXHYX | |
| Delaware Diversified Income Fund | Intermediate Core-Plus Bond | 53 | -0.78% | Dec 29, 1997 | DDVIX vs DPDFX |
Often Compared With DDVIX
What investors most often compare with DDVIX, based on PortfoliosLab usage data.
Compare DDVIX with Any Fund or Stock
Compare DDVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.