DFA U.S. Targeted Value Portfolio Institutional Class (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% | 67.80B | Sep 2011 | DFFVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DFFVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DFFVX vs VRTVX |
Best Risk-Adjusted Alternatives to DFFVX
DFFVX has a PortfoliosLab risk / return rank of 84. There are 42 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | DFFVX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | DFFVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | DFFVX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | DFFVX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | DFFVX vs TASVX |
Top Performing DFFVX Alternatives (YTD)
DFFVX is at 19.98% YTD. There are 67 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | DFFVX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | DFFVX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | DFFVX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | DFFVX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | DFFVX vs RYSEX |
Lowest Volatility Alternatives to DFFVX
DFFVX has 16.35% 1-year volatility. There are 34 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | DFFVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | DFFVX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | DFFVX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | DFFVX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | DFFVX vs ARSMX |
Lowest Drawdown Alternatives to DFFVX
DFFVX has a 1-year max drawdown of -9.70%. There are 56 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. AUM among these funds goes as high as $43B.
Often Compared With DFFVX
Investors most often compare DFFVX with AVUV, VBR, VISVX. These 20 comparison targets span 14 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 Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFFVX.
Explore DFFVX Diversifiers