Delaware Small Cap Value Fund (DEVLX) belongs to the Small 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 DEVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DEVLX
DEVLX charges 1.11% annually. There are 69 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | DEVLX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DEVLX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | DEVLX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DEVLX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DEVLX vs VRTVX |
Best Risk-Adjusted Alternatives to DEVLX
DEVLX has a PortfoliosLab risk / return rank of 51. There are 68 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | DEVLX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | DEVLX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | DEVLX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 87 | — | Apr 2006 | DEVLX vs ICISX | |
| Third Avenue Small Cap Value Fund | 87 | — | Apr 1997 | DEVLX vs TASCX |
Top Performing DEVLX Alternatives (YTD)
DEVLX is at 19.50% YTD. There are 55 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.82% | — | Dec 1996 | DEVLX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | DEVLX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | DEVLX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | DEVLX vs VSCAX | |
| Fidelity Small Cap Value Fund | 26.50% | — | Nov 2004 | DEVLX vs FCPVX |
Lowest Volatility Alternatives to DEVLX
DEVLX has 16.39% 1-year volatility. There are 30 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | DEVLX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | DEVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.19% | — | Apr 1997 | DEVLX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | DEVLX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | DEVLX vs RYSEX |
Lowest Drawdown Alternatives to DEVLX
DEVLX has a 1-year max drawdown of -9.44%. There are 45 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | DEVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DEVLX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DEVLX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DEVLX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DEVLX vs TSLTX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 95 | 105.52% | — | Jun 1996 | DEVLX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 19.62% | — | Oct 1993 | DEVLX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.23% | — | Jun 2000 | DEVLX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.21% | — | Jun 2000 | DEVLX vs WLGAX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 48 | 18.35% | — | Dec 1998 | DEVLX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 24 | 6.83% | — | Aug 2003 | DEVLX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 64 | 2.84% | — | Jan 1984 | DEVLX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 33 | 7.88% | — | Sep 1998 | DEVLX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 49 | 2.75% | — | Sep 1986 | DEVLX vs CXHYX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 86 | 20.12% | — | Aug 1992 | DEVLX vs FIUSX |
Often Compared With DEVLX
Investors most often compare DEVLX with PSLAX, CTSIX, FCDAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare DEVLX with Any Fund or Stock
Compare DEVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DEVLX with funds that move differently
Delaware Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DEVLX.
Explore DEVLX Diversifiers