DFA Investment Dimensions Group Inc - Emerging Markets Social Core Equity Portfolio (DFESX) 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 DFESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFESX
DFESX charges 0.45% annually. There are 17 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 | DFESX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | DFESX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | DFESX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | DFESX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | DFESX vs TEQLX |
Best Risk-Adjusted Alternatives to DFESX
DFESX has a PortfoliosLab risk / return rank of 89. There are 56 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | DFESX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | DFESX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | DFESX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | DFESX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | DFESX vs LVAZX |
Top Performing DFESX Alternatives (YTD)
DFESX is at 30.38% YTD. There are 76 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | DFESX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | DFESX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | DFESX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | DFESX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | DFESX vs GLLSX |
Lowest Volatility Alternatives to DFESX
DFESX has 18.51% 1-year volatility. There are 63 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | DFESX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | DFESX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | DFESX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | DFESX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | DFESX vs COBYX |
Lowest Drawdown Alternatives to DFESX
DFESX has a 1-year max drawdown of -12.79%. There are 58 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 | DFESX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | DFESX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DFESX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DFESX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | DFESX vs GQGPX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 12 | 0.19% | — | Jun 1993 | DFESX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | DFESX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | DFESX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | DFESX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | DFESX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | DFESX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | DFESX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | DFESX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | DFESX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | DFESX vs TRRJX |
Often Compared With DFESX
Investors most often compare DFESX with DEMSX, AVSE, DFCEX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare DFESX with Any Fund or Stock
Compare DFESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFESX with funds that move differently
DFA Investment Dimensions Group Inc - Emerging Markets Social Core Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFESX.
Explore DFESX Diversifiers