DEMGX Alternatives & Similar Mutual Funds

DFA Emerging Markets Targeted Value Portfolio (DEMGX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DEMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DEMGX

DEMGX charges 0.66% annually. There are 26 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.

Symbol	Name	Expense Ratio	AUM	Inception
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	DEMGX vs FERGX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	DEMGX vs FPADX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	0.17%	—	Jul 2019	DEMGX vs FCEEX
SSKEX	State Street Emerging Markets Equity Index Fund	0.17%	—	Dec 2015	DEMGX vs SSKEX
EMPTX	UBS Emerging Markets Equity Opportunity Fund	0.19%	—	May 2018	DEMGX vs EMPTX

Best Risk-Adjusted Alternatives to DEMGX

DEMGX has a PortfoliosLab risk / return rank of 65. There are 140 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	98	—	Jun 1996	DEMGX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	98	—	Nov 2021	DEMGX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	97	—	Jan 2018	DEMGX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	96	—	Oct 2021	DEMGX vs GMAQX
LVAZX	LSV Emerging Markets Equity Fund	96	—	Jan 2019	DEMGX vs LVAZX

Top Performing DEMGX Alternatives (YTD)

DEMGX is at 16.40% YTD. There are 145 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	145.11%	—	Jun 1996	DEMGX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	92.59%	—	Nov 2021	DEMGX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	72.12%	—	Jan 2018	DEMGX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	53.39%	—	Oct 2021	DEMGX vs GMAQX
GLLSX	abrdn Emerging Markets ex-China Fund	49.19%	—	Aug 2000	DEMGX vs GLLSX

Lowest Volatility Alternatives to DEMGX

DEMGX has 14.65% 1-year volatility. There are 17 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	11.24%	—	Oct 2011	DEMGX vs ESCIX
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	11.47%	—	Dec 2013	DEMGX vs VIESX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.51%	—	Dec 2016	DEMGX vs GQGPX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	11.61%	—	Dec 2020	DEMGX vs BADEX
COBYX	The Cook & Bynum Fund	11.91%	—	Jun 2009	DEMGX vs COBYX

Lowest Drawdown Alternatives to DEMGX

DEMGX has a 1-year max drawdown of -11.10%. There are 23 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	DEMGX vs ESCIX
WAEMX	Wasatch Emerging Markets Small Cap Fund	-7.89%	—	Sep 2007	DEMGX vs WAEMX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	DEMGX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	DEMGX vs COBYX
GQGPX	GQG Partners Emerging Markets Equity Fund	-9.12%	—	Dec 2016	DEMGX vs GQGPX

Other Mutual Funds from Dimensional

The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	61	16.82%	—	Mar 1993	DEMGX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	83	12.21%	—	Feb 1994	DEMGX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	78	12.60%	—	Dec 2003	DEMGX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	68	9.80%	—	Sep 1999	DEMGX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	68	9.87%	—	Dec 1994	DEMGX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	59	15.95%	—	Feb 2000	DEMGX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	53	10.75%	—	Sep 2005	DEMGX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	58	16.97%	—	Mar 1992	DEMGX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	11.47%	—	Sep 2005	DEMGX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	92	16.63%	—	Feb 1993	DEMGX vs DFLVX

Often Compared With DEMGX

Investors most often compare DEMGX with DEMSX, VEIEX, AVES. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DEMSX	DFA Emerging Markets Small Cap Portfolio	Emerging Markets Diversified	40	11.78%	—	Mar 1998	DEMGX vs DEMSX
VEIEX	Vanguard Emerging Markets Stock Index Fund Investo...	Emerging Markets Equities	58	13.66%	—	May 1994	DEMGX vs VEIEX
AVES	Avantis Emerging Markets Value ETF	Emerging Markets Equities	47	12.71%	1.40B	Sep 2021	DEMGX vs AVES
AVEE	Avantis Emerging Markets Small Cap Equity ETF	Emerging Markets Diversified	37	11.09%	117.88M	Nov 2023	DEMGX vs AVEE
FEDDX	Fidelity Emerging Markets Discovery Fund	Emerging Markets Equities	87	20.26%	—	Nov 2011	DEMGX vs FEDDX
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Diversified	92	23.58%	—	Jan 2011	DEMGX vs BEMIX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	77	11.69%	—	—	DEMGX vs DFQTX
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Diversified	89	25.52%	—	Aug 2012	DEMGX vs CEMFX
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Diversified	94	25.94%	—	May 2021	DEMGX vs DODEX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	74	11.85%	—	Jun 2006	DEMGX vs EAEMX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Diversified	23	4.37%	—	May 2008	DEMGX vs HLFMX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Diversified	76	12.00%	—	Jun 1998	DEMGX vs EITEX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	95	25.47%	—	Jul 1994	DEMGX vs LZEMX
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Diversified	77	20.61%	—	Aug 2011	DEMGX vs DRESX
TEQLX	TIAA-CREF Emerging Markets Equity Index Fund	Emerging Markets Diversified	87	30.56%	—	Aug 2010	DEMGX vs TEQLX
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Diversified	32	4.24%	—	Nov 2013	DEMGX vs EFEIX
PDEZX	PGIM Jennison Emerging Markets Equity Opportunitie...	Emerging Markets Diversified	60	37.21%	—	Sep 2014	DEMGX vs PDEZX
GTDDX	Invesco EQV Emerging Markets All Cap Fd	Emerging Markets Diversified	95	48.50%	—	Jan 1994	DEMGX vs GTDDX

Compare DEMGX with Any Fund or Stock

Compare DEMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair DEMGX with funds that move differently

DFA Emerging Markets Targeted Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DEMGX.

Explore DEMGX Diversifiers

DFA Emerging Markets Targeted Value Portfolio (DEMGX) Alternatives