DFA Emerging Markets Value Portfolio (DFEVX) 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 DFEVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFEVX
DFEVX 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 SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | DFEVX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | DFEVX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | DFEVX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | DFEVX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | DFEVX vs EMPTX |
Best Risk-Adjusted Alternatives to DFEVX
DFEVX has a PortfoliosLab risk / return rank of 91. There are 50 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 | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | DFEVX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | DFEVX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | DFEVX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | DFEVX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 97 | — | Jan 2019 | DFEVX vs LVAZX |
Top Performing DFEVX Alternatives (YTD)
DFEVX is at 25.72% YTD. There are 107 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 112.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 112.88% | — | Jun 1996 | DFEVX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.39% | — | Nov 2021 | DFEVX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 67.99% | — | Jan 2018 | DFEVX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 57.96% | — | Oct 2021 | DFEVX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 49.96% | — | Jan 1994 | DFEVX vs GTDDX |
Lowest Volatility Alternatives to DFEVX
DFEVX has 14.14% 1-year volatility. There are 18 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.37% | — | Dec 2020 | DFEVX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.03% | — | Dec 2013 | DFEVX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.32% | — | Dec 2016 | DFEVX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.53% | — | Oct 2011 | DFEVX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.57% | — | Jun 2006 | DFEVX vs EAEMX |
Lowest Drawdown Alternatives to DFEVX
DFEVX has a 1-year max drawdown of -11.35%. There are 28 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 | DFEVX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | DFEVX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DFEVX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DFEVX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | DFEVX vs GQGPX |
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 | 61 | 16.32% | — | Mar 1993 | DFEVX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DFEVX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DFEVX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DFEVX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DFEVX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DFEVX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DFEVX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DFEVX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DFEVX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DFEVX vs DFLVX |
Often Compared With DFEVX
Investors most often compare DFEVX with AVES, DEMSX, VWO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare DFEVX with Any Fund or Stock
Compare DFEVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFEVX with funds that move differently
DFA Emerging Markets Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFEVX.
Explore DFEVX Diversifiers