DFA Emerging Markets Targeted Value Portfolio (DEMGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DEMGX
DEMGX charges 0.66% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among DEMGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | DEMGX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | DEMGX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | DEMGX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | DEMGX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | DEMGX vs EMPTX |
Best Risk-Adjusted Alternatives to DEMGX
Among mutual funds in the Emerging Markets Diversified 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 | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | DEMGX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | DEMGX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | DEMGX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | DEMGX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | DEMGX vs FQEMX |
Top Performing DEMGX Alternatives (YTD)
DEMGX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | DEMGX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | DEMGX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | DEMGX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | DEMGX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | DEMGX vs CEMFX |
Lowest Volatility Alternatives to DEMGX
DEMGX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.20% | Dec 20, 2020 | DEMGX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | DEMGX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | DEMGX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | DEMGX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | DEMGX vs EFEIX |
Lowest Drawdown Alternatives to DEMGX
DEMGX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | DEMGX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | DEMGX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | DEMGX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | DEMGX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | DEMGX vs EITEX |
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Most popular Dimensional mutual funds on PortfoliosLab, across asset classes.
Often Compared With DEMGX
What investors most often compare with DEMGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Small Cap Portfolio | Emerging Markets Diversified | 70 | -1.09% | Mar 4, 1998 | DEMGX vs DEMSX | |
| Vanguard Emerging Markets Stock Index Fund Investo... | Emerging Markets Equities | 65 | -2.56% | May 4, 1994 | DEMGX vs VEIEX | |
| Avantis Emerging Markets Value ETF | Emerging Markets Equities, Actively Managed | 86 | 2.97% | Sep 28, 2021 | DEMGX vs AVES | |
| Fidelity Emerging Markets Discovery Fund | Emerging Markets Equities | 94 | 4.17% | Nov 1, 2011 | DEMGX vs FEDDX | |
| Avantis Emerging Markets Small Cap Equity ETF | Emerging Markets Diversified | 74 | 1.69% | Nov 7, 2023 | DEMGX vs AVEE |
Compare DEMGX with Any Fund or Stock
Compare DEMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.