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 a closer substitute for your current allocation.
Cheapest Alternatives to DFIVX
DFIVX charges 0.30% annually. There are 51 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 | DFIVX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | DFIVX vs FIGSX | |
| 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 Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | DFIVX vs FSGEX |
Best Risk-Adjusted Alternatives to DFIVX
DFIVX has a PortfoliosLab risk / return rank of 78. There are 20 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | DFIVX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | DFIVX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | DFIVX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | DFIVX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | DFIVX vs DFWVX |
Top Performing DFIVX Alternatives (YTD)
DFIVX is at 13.29% YTD. There are 116 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | DFIVX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | DFIVX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | DFIVX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | DFIVX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | DFIVX vs DCINX |
Lowest Volatility Alternatives to DFIVX
DFIVX has 13.85% 1-year volatility. There are 103 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | DFIVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | DFIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | DFIVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | DFIVX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | DFIVX vs FAOIX |
Lowest Drawdown Alternatives to DFIVX
DFIVX has a 1-year max drawdown of -9.58%. There are 36 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 M | -7.29% | — | Apr 1990 | DFIVX vs FAERX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DGEIX, DFUSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DFIVX vs DFSVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DFIVX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DFIVX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DFIVX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DFIVX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DFIVX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DFIVX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DFIVX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DFIVX vs DFLVX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 78 | 12.21% | — | — | DFIVX vs DFQTX |
Often Compared With DFIVX
Investors most often compare DFIVX with VXUS, AVDV, EFV. These 20 comparison targets span 10 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 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFIVX.
Explore DFIVX Diversifiers