DFA U.S. Large Cap Value Portfolio (DFLVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFLVX
DFLVX charges 0.22% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DFLVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DFLVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DFLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DFLVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DFLVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | DFLVX vs TILVX |
Best Risk-Adjusted Alternatives to DFLVX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | DFLVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DFLVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DFLVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DFLVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DFLVX vs VALAX |
Top Performing DFLVX Alternatives (YTD)
DFLVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | DFLVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DFLVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DFLVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DFLVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DFLVX vs HFCVX |
Lowest Volatility Alternatives to DFLVX
DFLVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | DFLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DFLVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DFLVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DFLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DFLVX vs ACIIX |
Lowest Drawdown Alternatives to DFLVX
DFLVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DFLVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DFLVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DFLVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DFLVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DFLVX vs PSECX |
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Often Compared With DFLVX
What investors most often compare with DFLVX, 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.