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 | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | DEMGX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | DEMGX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | DEMGX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | DEMGX vs SSKEX | |
| 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 69. There are 135 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 | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | DEMGX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | DEMGX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | DEMGX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | DEMGX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 97 | — | Jan 2019 | DEMGX vs LVAZX |
Top Performing DEMGX Alternatives (YTD)
DEMGX is at 16.94% YTD. There are 148 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 112.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 112.88% | — | Jun 1996 | DEMGX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.39% | — | Nov 2021 | DEMGX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 67.99% | — | Jan 2018 | DEMGX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 57.96% | — | Oct 2021 | DEMGX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 49.96% | — | Jan 1994 | DEMGX vs GTDDX |
Lowest Volatility Alternatives to DEMGX
DEMGX has 13.74% 1-year volatility. There are 16 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.37% | — | Dec 2020 | DEMGX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.03% | — | Dec 2013 | DEMGX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.32% | — | Dec 2016 | DEMGX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.53% | — | Oct 2011 | DEMGX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.57% | — | Jun 2006 | DEMGX vs EAEMX |
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 | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | DEMGX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | DEMGX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DEMGX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DEMGX vs COBYX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DEMGX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DEMGX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DEMGX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DEMGX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DEMGX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DEMGX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DEMGX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DEMGX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DEMGX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DEMGX vs DFLVX |
Often Compared With DEMGX
Investors most often compare DEMGX with DEMSX, VEIEX, AVES. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DEMGX with Any Fund or Stock
Compare DEMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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