DFA Emerging Markets Value Portfolio (DFEVX) belongs to the Emerging Markets Equities 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 25 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | DFEVX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | DFEVX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | DFEVX vs VEMIX | |
| 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 |
Best Risk-Adjusted Alternatives to DFEVX
DFEVX has a PortfoliosLab risk / return rank of 66. There are 81 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | DFEVX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | DFEVX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | DFEVX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | DFEVX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | DFEVX vs DEMAX |
Top Performing DFEVX Alternatives (YTD)
DFEVX is at 15.08% YTD. There are 131 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | DFEVX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | DFEVX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | DFEVX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | DFEVX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | DFEVX vs GMAQX |
Lowest Volatility Alternatives to DFEVX
DFEVX has 17.44% 1-year volatility. There are 45 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | DFEVX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | DFEVX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | DFEVX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | DFEVX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | DFEVX vs FGKPX |
Lowest Drawdown Alternatives to DFEVX
DFEVX has a 1-year max drawdown of -11.35%. There are 38 mutual funds in the Emerging Markets Equities 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 | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | DFEVX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | DFEVX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DFEVX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DFEVX vs COBYX |
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 $43B.
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