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 | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | DFLVX vs VVIAX |
Best Risk-Adjusted Alternatives to DFLVX
DFLVX has a PortfoliosLab risk / return rank of 96. There are 32 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | DFLVX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | DFLVX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | DFLVX vs PKAIX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | DFLVX vs LSVVX | |
| PGIM Quant Solutions Large-Cap Value Fund | 98 | — | Mar 2001 | DFLVX vs SUVZX |
Top Performing DFLVX Alternatives (YTD)
DFLVX is at 19.19% YTD. There are 50 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | DFLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | DFLVX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | DFLVX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | DFLVX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | DFLVX vs AVLVX |
Lowest Volatility Alternatives to DFLVX
DFLVX has 11.21% 1-year volatility. There are 143 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | DFLVX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | DFLVX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | DFLVX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | DFLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | DFLVX vs ACIIX |
Lowest Drawdown Alternatives to DFLVX
DFLVX has a 1-year max drawdown of -5.86%. There are 24 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 Equity Income 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 $43B.
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