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 a closer substitute for your current allocation.
Cheapest Alternatives to DDVIX
DDVIX charges 0.68% annually. There are 111 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 | DDVIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DDVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | DDVIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DDVIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | DDVIX vs VVIAX |
Best Risk-Adjusted Alternatives to DDVIX
DDVIX has a PortfoliosLab risk / return rank of 30. There are 263 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 | DDVIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DDVIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | DDVIX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | DDVIX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DDVIX vs SABTX |
Top Performing DDVIX Alternatives (YTD)
DDVIX is at 5.83% YTD. There are 272 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | DDVIX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | DDVIX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | DDVIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | DDVIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | DDVIX vs PXTIX |
Lowest Volatility Alternatives to DDVIX
DDVIX has 11.97% 1-year volatility. There are 237 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | DDVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | DDVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | DDVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | DDVIX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | DDVIX vs FLCCX |
Lowest Drawdown Alternatives to DDVIX
DDVIX has a 1-year max drawdown of -8.45%. There are 254 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | DDVIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DDVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DDVIX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | DDVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DDVIX vs SVAIX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, WMGAX, WLGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 98 | 112.88% | — | Jun 1996 | DDVIX vs DEMIX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 3.46% | — | Jun 2000 | DDVIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 9 | 2.17% | — | Jun 2000 | DDVIX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 48 | 15.25% | — | Jun 1987 | DDVIX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 37 | 12.71% | — | Dec 1998 | DDVIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 32 | 10.05% | — | Aug 2003 | DDVIX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 40 | 2.21% | — | Jan 1984 | DDVIX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 31 | 2.60% | — | Sep 1986 | DDVIX vs CXHYX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 82 | 18.81% | — | Aug 1992 | DDVIX vs FIUSX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 16 | 6.62% | — | Oct 2014 | DDVIX vs IVOIX |
Often Compared With DDVIX
Investors most often compare DDVIX with AKRIX, DFLVX, IRSAX. These 20 comparison targets span 13 categories, 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.
Pair DDVIX with funds that move differently
Delaware Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DDVIX.
Explore DDVIX Diversifiers