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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DFP vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | DFP vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DFP vs VIVIX |
Best Risk-Adjusted Alternatives to DFP
DFP has a PortfoliosLab risk / return rank of 12. There are 318 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 | DFP vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DFP vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | DFP vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | DFP vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DFP vs SABTX |
Top Performing DFP Alternatives (YTD)
DFP is at 0.81% YTD. There are 313 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | DFP vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | DFP vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | DFP vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | DFP vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | DFP vs PXTIX |
Lowest Volatility Alternatives to DFP
DFP has 8.70% 1-year volatility. There are 13 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | DFP vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | DFP vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | DFP vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | DFP vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | DFP vs FLCCX |
Lowest Drawdown Alternatives to DFP
DFP has a 1-year max drawdown of -9.97%. There are 294 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | DFP vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DFP vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DFP vs HFCVX | |
| Torray 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 Fund Advisors
The 7 most viewed Dimensional Fund Advisors mutual funds shown here include DMO, DHY, DHF and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dimensional Multi-Asset Fund | Global Allocation | 5 | 2.62% | — | Dec 2009 | DFP vs DMO | |
| Dimensional High Yield Equity Fund | Dividend | 1 | -8.33% | — | Jan 2013 | DFP vs DHY | |
| Dimensional High Yield Fund | High Yield Bonds | 6 | 0.86% | — | Jan 2013 | DFP vs DHF | |
| Dimensional Multi-Blend Fund | Large Cap Blend Equities | 31 | 1.17% | — | Jan 2013 | DFP vs DMB | |
| Dimensional International Core Equity Fund | International Equity | — | — | — | Jan 2013 | DFP vs DIAX | |
| Dimensional Managed Account Fund | Diversified Portfolio | 3 | -8.61% | — | Mar 2012 | DFP vs DMA | |
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | 33 | 0.93% | — | Jan 2013 | DFP vs DSM |
Often Compared With DFP
Investors most often compare DFP with AUXFX, TOWFX, LEIFX. These 20 comparison targets span 3 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