DFA U.S. Large Cap Value Portfolio (DFLVX) belongs to the Large 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 DFLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFLVX
DFLVX charges 0.22% annually. There are 17 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DFLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DFLVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DFLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DFLVX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | DFLVX vs TILVX |
Best Risk-Adjusted Alternatives to DFLVX
DFLVX has a PortfoliosLab risk / return rank of 91. There are 29 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DFLVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DFLVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | DFLVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | DFLVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | DFLVX vs AVLVX |
Top Performing DFLVX Alternatives (YTD)
DFLVX is at 17.40% YTD. There are 45 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | DFLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | DFLVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | DFLVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | DFLVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | DFLVX vs YAFFX |
Lowest Volatility Alternatives to DFLVX
DFLVX has 11.32% 1-year volatility. There are 157 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | DFLVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | DFLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DFLVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | DFLVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | DFLVX vs TMMAX |
Lowest Drawdown Alternatives to DFLVX
DFLVX has a 1-year max drawdown of -5.86%. There are 28 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DFLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DFLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DFLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DFLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DFLVX vs SVAIX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 6 categories. AUM among these funds goes as high as $42B.
Often Compared With DFLVX
Investors most often compare DFLVX with DFLV, DFUVX, VTV. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare DFLVX with Any Fund or Stock
Compare DFLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFLVX with funds that move differently
DFA U.S. Large Cap Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFLVX.
Explore DFLVX Diversifiers