DFA Investment Dimensions Group Inc - Emerging Markets Social Core Equity Portfolio (DFESX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFESX
DFESX charges 0.45% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among DFESX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | DFESX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | DFESX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | DFESX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | DFESX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | DFESX vs EMPTX |
Best Risk-Adjusted Alternatives to DFESX
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 | DFESX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | DFESX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | DFESX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | DFESX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | DFESX vs FQEMX |
Top Performing DFESX Alternatives (YTD)
DFESX 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 | DFESX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | DFESX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | DFESX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | DFESX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | DFESX vs CEMFX |
Lowest Volatility Alternatives to DFESX
DFESX 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 | DFESX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | DFESX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | DFESX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | DFESX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | DFESX vs EFEIX |
Lowest Drawdown Alternatives to DFESX
DFESX 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 | DFESX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | DFESX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | DFESX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | DFESX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | DFESX vs EITEX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With DFESX
What investors most often compare with DFESX, 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.