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% | 67.80B | Sep 2011 | DEVLX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DEVLX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DEVLX vs VSMVX |
Best Risk-Adjusted Alternatives to DEVLX
DEVLX has a PortfoliosLab risk / return rank of 78. There are 60 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | DEVLX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | DEVLX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | DEVLX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | DEVLX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | DEVLX vs TASVX |
Top Performing DEVLX Alternatives (YTD)
DEVLX is at 20.06% YTD. There are 67 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | DEVLX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | DEVLX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | DEVLX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | DEVLX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | DEVLX vs RYSEX |
Lowest Volatility Alternatives to DEVLX
DEVLX has 16.25% 1-year volatility. There are 31 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | DEVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | DEVLX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | DEVLX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | DEVLX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | DEVLX vs USBNX |
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 Equities | 91 | 68.59% | — | Jun 1996 | DEVLX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 98 | 22.97% | — | Oct 1993 | DEVLX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -0.26% | — | Jun 2000 | DEVLX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.41% | — | Jun 2000 | DEVLX vs WLGAX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 68 | 17.73% | — | Dec 1998 | DEVLX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 15 | 1.65% | — | Aug 2003 | DEVLX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 96 | 2.18% | — | Feb 2010 | DEVLX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 75 | 0.93% | — | Jan 1984 | DEVLX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 72 | 0.95% | — | Sep 1986 | DEVLX vs CXHYX | |
| Delaware Value Fund | Large Cap Value Equities | 41 | 8.81% | — | Sep 1998 | DEVLX vs DDVIX |
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