DFA International Value Portfolio Institutional Class (DFIVX) 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 DFIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFIVX
DFIVX charges 0.28% annually. There are 48 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 International Value Fund | 0.01% | — | Dec 2009 | DFIVX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | DFIVX vs FHLFX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | DFIVX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | DFIVX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | DFIVX vs FSOSX |
Best Risk-Adjusted Alternatives to DFIVX
DFIVX has a PortfoliosLab risk / return rank of 83. There are 15 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 92 | — | Jul 1998 | DFIVX vs GTMIX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | DFIVX vs SWRLX | |
| SA International Value Fund | 89 | — | Aug 1999 | DFIVX vs SAHMX | |
| Dunham International Stock Fund | 88 | — | Dec 2004 | DFIVX vs DCINX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | DFIVX vs GIOTX |
Top Performing DFIVX Alternatives (YTD)
DFIVX is at 12.87% YTD. There are 118 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.55% | — | Aug 1994 | DFIVX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 26.94% | — | Apr 2019 | DFIVX vs FISZX | |
| Calamos International Growth Fund | 25.57% | — | Mar 2005 | DFIVX vs CIGIX | |
| Lord Abbett International Growth Fund | 24.40% | — | Jun 2021 | DFIVX vs LIAGX | |
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | DFIVX vs DCINX |
Lowest Volatility Alternatives to DFIVX
DFIVX has 14.31% 1-year volatility. There are 100 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.34% | — | Nov 1997 | DFIVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.34% | — | Feb 2017 | DFIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.35% | — | Sep 1996 | DFIVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.36% | — | Jul 1995 | DFIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.37% | — | Apr 1990 | DFIVX vs FAERX |
Lowest Drawdown Alternatives to DFIVX
DFIVX has a 1-year max drawdown of -9.58%. There are 35 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 | DFIVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | DFIVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | DFIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | DFIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | DFIVX vs FAOAX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DGEIX, DFUSX and span 7 categories. AUM among these funds goes as high as $42B.
Often Compared With DFIVX
Investors most often compare DFIVX with VXUS, AVDV, EFV. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DFIVX with Any Fund or Stock
Compare DFIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFIVX with funds that move differently
DFA International Value Portfolio Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFIVX.
Explore DFIVX Diversifiers