Dimensional Financial Leaders Fund (DFP) 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 DFP. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFP
DFP charges 0.01% annually. There is 1 mutual fund in the Large Cap Value Equities category with a lower expense ratio, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DFP vs FBLEX | |
| The Gabelli Equity Trust Inc | 0.01% | — | Aug 1986 | DFP vs GAB | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DFP vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DFP vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DFP vs FLCOX |
Best Risk-Adjusted Alternatives to DFP
DFP has a PortfoliosLab risk / return rank of 22. There are 308 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 | DFP vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | DFP vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | DFP vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | DFP vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | DFP vs MALVX |
Top Performing DFP Alternatives (YTD)
DFP is at 4.35% YTD. There are 313 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | DFP vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | DFP vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | DFP vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | DFP vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | DFP vs YAFFX |
Lowest Volatility Alternatives to DFP
DFP has 8.48% 1-year volatility. There are 3 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 | DFP vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | DFP vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DFP vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | DFP vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | DFP vs ACIIX |
Lowest Drawdown Alternatives to DFP
DFP has a 1-year max drawdown of -9.97%. There are 290 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 | DFP vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DFP vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DFP vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | DFP vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DFP vs SVAIX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $43B.
Often Compared With DFP
Investors most often compare DFP with DMA, DMO, DHF. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DFP with Any Fund or Stock
Compare DFP with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFP with funds that move differently
Dimensional Financial Leaders Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFP.
Explore DFP Diversifiers