DFA International Core Equity 2 Portfolio Institutional Class (DFIEX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFIEX
DFIEX charges 0.24% annually. There are 42 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | DFIEX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | DFIEX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | DFIEX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | DFIEX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | DFIEX vs FSGEX |
Best Risk-Adjusted Alternatives to DFIEX
DFIEX has a PortfoliosLab risk / return rank of 80. There are 61 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | DFIEX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | DFIEX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | DFIEX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | DFIEX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | DFIEX vs DFVIX |
Top Performing DFIEX Alternatives (YTD)
DFIEX is at 13.00% YTD. There are 137 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | DFIEX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | DFIEX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | DFIEX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | DFIEX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | DFIEX vs FISZX |
Lowest Volatility Alternatives to DFIEX
DFIEX has 14.50% 1-year volatility. There are 105 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | DFIEX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | DFIEX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | DFIEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | DFIEX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | DFIEX vs FAOIX |
Lowest Drawdown Alternatives to DFIEX
DFIEX has a 1-year max drawdown of -11.01%. There are 98 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | DFIEX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | DFIEX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | DFIEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | DFIEX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | DFIEX vs FAERX |
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 $41B.
Often Compared With DFIEX
Investors most often compare DFIEX with DFIC, VXUS, DFEMX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DFIEX with Any Fund or Stock
Compare DFIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFIEX with funds that move differently
DFA International Core Equity 2 Portfolio Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFIEX.
Explore DFIEX Diversifiers