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 74. There are 93 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 95 | — | Jun 1996 | DFEVX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 94 | — | Nov 2021 | DFEVX vs FQEMX | |
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | DFEVX vs LZEMX | |
| Martin Currie SMA-Shares Series EM Fund | 93 | — | Jan 2018 | DFEVX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 93 | — | Oct 2021 | DFEVX vs GMAQX |
Top Performing DFEVX Alternatives (YTD)
DFEVX is at 19.66% YTD. There are 110 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 105.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 105.52% | — | Jun 1996 | DFEVX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 69.03% | — | Nov 2021 | DFEVX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 52.25% | — | Jan 2018 | DFEVX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 45.00% | — | Oct 2021 | DFEVX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.06% | — | Jan 1994 | DFEVX vs GTDDX |
Lowest Volatility Alternatives to DFEVX
DFEVX has 16.53% 1-year volatility. There are 27 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.53% | — | Oct 2011 | DFEVX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.41% | — | Dec 2016 | DFEVX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.62% | — | Dec 2013 | DFEVX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | DFEVX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.09% | — | Nov 2013 | DFEVX vs EFEIX |
Lowest Drawdown Alternatives to DFEVX
DFEVX has a 1-year max drawdown of -11.35%. There are 27 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. AUM among these funds goes as high as $42B.
Often Compared With DFEVX
Investors most often compare DFEVX with AVES, VWO, DEMSX. 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