DFA U.S. Targeted Value Portfolio (DFFVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFFVX
DFFVX charges 0.29% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among DFFVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | DFFVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | DFFVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DFFVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | DFFVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | DFFVX vs VSMVX |
Best Risk-Adjusted Alternatives to DFFVX
Among mutual funds in the Small Cap Value Equities 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | DFFVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | DFFVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | DFFVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | DFFVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | DFFVX vs MMEYX |
Top Performing DFFVX Alternatives (YTD)
DFFVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | DFFVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | DFFVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | DFFVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | DFFVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | DFFVX vs MMEYX |
Lowest Volatility Alternatives to DFFVX
DFFVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | DFFVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | DFFVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | DFFVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | DFFVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | DFFVX vs TASCX |
Lowest Drawdown Alternatives to DFFVX
DFFVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | DFFVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | DFFVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | DFFVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | DFFVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | DFFVX vs JMCRX |
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Often Compared With DFFVX
What investors most often compare with DFFVX, 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.