DFA U.S. Targeted Value Portfolio (DFFVX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFFVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFFVX
DFFVX charges 0.29% annually. There are 7 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | DFFVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DFFVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | DFFVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DFFVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DFFVX vs VSMVX |
Best Risk-Adjusted Alternatives to DFFVX
DFFVX has a PortfoliosLab risk / return rank of 56. There are 54 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | DFFVX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | DFFVX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | DFFVX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | DFFVX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | DFFVX vs WSCVX |
Top Performing DFFVX Alternatives (YTD)
DFFVX is at 14.56% YTD. There are 72 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | DFFVX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | DFFVX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | DFFVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | DFFVX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | DFFVX vs QRSVX |
Lowest Volatility Alternatives to DFFVX
DFFVX has 17.02% 1-year volatility. There are 47 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | DFFVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | DFFVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | DFFVX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | DFFVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | DFFVX vs ARSMX |
Lowest Drawdown Alternatives to DFFVX
DFFVX has a 1-year max drawdown of -9.70%. There are 57 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | DFFVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DFFVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DFFVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DFFVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DFFVX vs TSLTX |
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 | DFFVX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DFFVX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DFFVX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DFFVX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DFFVX vs DISVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DFFVX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DFFVX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DFFVX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DFFVX vs DFLVX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 78 | 12.21% | — | — | DFFVX vs DFQTX |
Often Compared With DFFVX
Investors most often compare DFFVX with AVUV, VBR, VISVX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare DFFVX with Any Fund or Stock
Compare DFFVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFFVX with funds that move differently
DFA U.S. Targeted Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFFVX.
Explore DFFVX Diversifiers