DFA US Core Equity 1 Portfolio I (DFEOX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFEOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFEOX
DFEOX charges 0.14% annually. There are 48 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DFEOX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DFEOX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DFEOX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DFEOX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.20T | Apr 2015 | DFEOX vs VSMPX |
Best Risk-Adjusted Alternatives to DFEOX
DFEOX has a PortfoliosLab risk / return rank of 78. There are 63 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | DFEOX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | DFEOX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | DFEOX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | DFEOX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | DFEOX vs DHAMX |
Top Performing DFEOX Alternatives (YTD)
DFEOX is at 11.79% YTD. There are 79 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | DFEOX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | DFEOX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | DFEOX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.01% | 82.00B | Nov 2001 | DFEOX vs VPMAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | DFEOX vs ALSMX |
Lowest Volatility Alternatives to DFEOX
DFEOX has 11.46% 1-year volatility. There are 71 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | DFEOX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | DFEOX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | DFEOX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | DFEOX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | DFEOX vs FULVX |
Lowest Drawdown Alternatives to DFEOX
DFEOX has a 1-year max drawdown of -8.28%. There are 59 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | DFEOX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DFEOX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DFEOX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DFEOX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DFEOX vs QUERX |
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 | 56 | 15.21% | — | Mar 1993 | DFEOX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 80 | 12.52% | — | Feb 1994 | DFEOX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 12.50% | — | Dec 2003 | DFEOX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.55% | — | Sep 1999 | DFEOX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 65 | 10.54% | — | Dec 1994 | DFEOX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 50 | 13.48% | — | Feb 2000 | DFEOX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 48 | 10.70% | — | Sep 2005 | DFEOX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 47 | 13.83% | — | Mar 1992 | DFEOX vs DFSTX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 90 | 14.74% | — | Feb 1993 | DFEOX vs DFLVX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 76 | 11.64% | — | — | DFEOX vs DFQTX |
Often Compared With DFEOX
Investors most often compare DFEOX with DFAC, VOO, VTI. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DFEOX with Any Fund or Stock
Compare DFEOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFEOX with funds that move differently
DFA US Core Equity 1 Portfolio I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFEOX.
Explore DFEOX Diversifiers