DFA International Value Portfolio (DFIVX) Alternatives

DFA International Value Portfolio (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 funds that fit a different role in your portfolio.

Cheapest Alternatives to DFIVX

DFIVX charges 0.30% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among DFIVX alternatives.

Symbol	Name	Expense Ratio	Inception
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	Sep 29, 2009	DFIVX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	Dec 3, 2009	DFIVX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	Jun 21, 2019	DFIVX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	Dec 3, 2009	DFIVX vs FIGSX
FHLFX	Fidelity Series International Index Fund	0.01%	Aug 17, 2018	DFIVX vs FHLFX

Best Risk-Adjusted Alternatives to DFIVX

Among mutual funds in the Foreign Large Cap 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
KGIIX	Kopernik International Fund	98	Jun 29, 2015	DFIVX vs KGIIX
EPDIX	EuroPac International Dividend Income Fund	97	Jan 9, 2014	DFIVX vs EPDIX
EPDPX	EuroPac International Dividend Income Fund Class A	97	Jan 10, 2014	DFIVX vs EPDPX
TIVFX	American Beacon Tocqueville International Value Fu...	96	Aug 1, 1994	DFIVX vs TIVFX
GTMIX	GMO Tax-Managed International Equities Fund	95	Jul 28, 1998	DFIVX vs GTMIX

Top Performing DFIVX Alternatives (YTD)

DFIVX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	10.36%	Aug 1, 1994	DFIVX vs TIVFX
PPYPX	PIMCO RAE International Fund	8.42%	Jun 4, 2015	DFIVX vs PPYPX
PZRIX	PIMCO RAE Global ex-US Fund	7.89%	Jun 4, 2015	DFIVX vs PZRIX
PTSIX	PIMCO RAE PLUS International Fund	7.77%	Sep 29, 2011	DFIVX vs PTSIX
KGIIX	Kopernik International Fund	5.93%	Jun 29, 2015	DFIVX vs KGIIX

Lowest Volatility Alternatives to DFIVX

DFIVX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TBGVX	Tweedy, Browne International Value Fund	12.26%	Jun 14, 1993	DFIVX vs TBGVX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	12.28%	May 29, 2015	DFIVX vs FSKLX
GQJPX	GQG Partners International Quality Dividend Income...	12.39%	Jun 29, 2021	DFIVX vs GQJPX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	12.47%	Dec 15, 2016	DFIVX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	12.48%	Dec 14, 2016	DFIVX vs GSINX

Lowest Drawdown Alternatives to DFIVX

DFIVX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
IVFIX	Federated Hermes International Strategic Value Div...	-8.47%	Jun 3, 2008	DFIVX vs IVFIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	-8.55%	Oct 16, 2016	DFIVX vs SIMYX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	-8.64%	May 29, 2015	DFIVX vs FSKLX
GSINX	Goldman Sachs GQG Partners International Opportuni...	-8.74%	Dec 14, 2016	DFIVX vs GSINX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	-8.75%	Dec 15, 2016	DFIVX vs GSIMX

Other Mutual Funds from Dimensional

Most popular Dimensional mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	57	4.70%	Mar 2, 1993	DFIVX vs DFSVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	68	-2.92%	Dec 24, 2003	DFIVX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	43	-7.05%	Sep 23, 1999	DFIVX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	92	0.00%	Dec 28, 1994	DFIVX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	54	3.27%	Feb 23, 2000	DFIVX vs DFFVX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	40	-0.13%	Mar 19, 1992	DFIVX vs DFSTX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	85	-0.21%	Sep 15, 2005	DFIVX vs DFIEX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	49	-4.34%	Sep 15, 2005	DFIVX vs DFEOX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	50	-4.02%	—	DFIVX vs DFQTX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	57	2.14%	Feb 19, 1993	DFIVX vs DFLVX

Often Compared With DFIVX

What investors most often compare with DFIVX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VXUS	Vanguard Total International Stock ETF	Foreign Large Cap Equities	86	2.32%	Jan 26, 2011	DFIVX vs VXUS
AVDV	Avantis International Small Cap Value ETF	Foreign Small & Mid Cap Equities	96	6.39%	Sep 24, 2019	DFIVX vs AVDV
EFV	iShares MSCI EAFE Value ETF	Foreign Large Cap Equities	90	4.12%	Aug 1, 2005	DFIVX vs EFV
DFVIX	DFA International Value III Portfolio	Foreign Large Cap Equities	91	3.01%	Feb 1, 1995	DFIVX vs DFVIX
DFAX	Dimensional World ex US Core Equity 2 ETF	Foreign Large Cap Equities	91	3.97%	Mar 6, 2008	DFIVX vs DFAX
IDVO	Amplify International Enhanced Dividend Income ETF	Foreign Large Cap Equities, Dividend, Actively Managed	91	7.15%	Sep 8, 2022	DFIVX vs IDVO
FIGRX	Fidelity International Discovery Fund	Foreign Large Cap Equities	37	-5.16%	Dec 31, 1986	DFIVX vs FIGRX
DFISX	DFA International Small Company Portfolio	Foreign Small & Mid Cap Equities, Small Cap Blend Equities	83	-1.97%	Sep 30, 1996	DFIVX vs DFISX
SPDW	SPDR Portfolio World ex-US ETF	Foreign Large Cap Equities	87	2.79%	Apr 26, 2007	DFIVX vs SPDW
AVDE	Avantis International Equity ETF	Foreign Large Cap Equities	90	3.18%	Sep 24, 2019	DFIVX vs AVDE
DFAIX	DFA Short-Duration Real Return Portfolio	Short-Term Bond	99	0.86%	Nov 5, 2013	DFIVX vs DFAIX
DFSPX	DFA International Sustainability Core 1 Portfolio	Foreign Large Cap Equities	65	-4.18%	Mar 12, 2008	DFIVX vs DFSPX
BBIEX	Bridge Builder International Equity Fund	Foreign Large Cap Equities	10	-3.25%	Jul 6, 2015	DFIVX vs BBIEX
HILYX	Hartford International Value Fund	Foreign Large Cap Equities	87	0.81%	May 27, 2010	DFIVX vs HILYX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	30	-5.28%	May 31, 2011	DFIVX vs GAOAX
GSAKX	Goldman Sachs International Equity Income Fund Cla...	Foreign Large Cap Equities, Dividend	75	0.47%	Jun 25, 2007	DFIVX vs GSAKX
HAOYX	The Hartford International Opportunities Fund	Foreign Large Cap Equities	53	-3.96%	Jul 22, 1996	DFIVX vs HAOYX
PQIPX	PIMCO Dividend and Income Fund	Global Allocation	91	2.71%	Dec 13, 2011	DFIVX vs PQIPX
IWY	iShares Russell Top 200 Growth ETF	Large Cap Growth Equities	50	-10.08%	Sep 22, 2009	DFIVX vs IWY
SPYV	SPDR Portfolio S&P 500 Value ETF	S&P 500, Large Cap Value Equities	53	-0.03%	Sep 25, 2000	DFIVX vs SPYV

Compare DFIVX with Any Fund or Stock

Compare DFIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

DFA International Value Portfolio

Symbol name