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 | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | DEMGX vs TEQLX |
Best Risk-Adjusted Alternatives to DEMGX
DEMGX has a PortfoliosLab risk / return rank of 34. There are 143 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 95 | — | Jun 1996 | DEMGX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | DEMGX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | DEMGX vs FQEMX | |
| Dodge & Cox Emerging Markets Stock Fund | 91 | — | May 2021 | DEMGX vs DODEX | |
| GMO Emerging Markets ex-China Fund | 90 | — | Oct 2021 | DEMGX vs GMAQX |
Top Performing DEMGX Alternatives (YTD)
DEMGX is at 12.24% YTD. There are 145 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 102.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 102.63% | — | Jun 1996 | DEMGX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 62.73% | — | Nov 2021 | DEMGX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 45.45% | — | Jan 2018 | DEMGX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.04% | — | Oct 2021 | DEMGX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 36.49% | — | Jan 1994 | DEMGX vs GTDDX |
Lowest Volatility Alternatives to DEMGX
DEMGX has 15.43% 1-year volatility. There are 20 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | DEMGX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | DEMGX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.71% | — | Dec 2013 | DEMGX vs VIESX | |
| The Cook & Bynum Fund | 11.77% | — | Jun 2009 | DEMGX vs COBYX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.18% | — | May 2008 | DEMGX vs HLFMX |
Lowest Drawdown Alternatives to DEMGX
DEMGX has a 1-year max drawdown of -11.10%. There are 22 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 | -8.76% | — | 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. AUM among these funds goes as high as $42B.
Often Compared With DEMGX
Investors most often compare DEMGX with DEMSX, VEIEX, AVES. These 16 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