Dimensional Financial Leaders Fund (DFP) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFP
DFP charges 0.01% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DFP alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DFP vs FBLEX | |
| The Gabelli Equity Trust Inc | 0.01% | Aug 21, 1986 | DFP vs GAB | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DFP vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DFP vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DFP vs VIVIX |
Best Risk-Adjusted Alternatives to DFP
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 | DFP vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DFP vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DFP vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DFP vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DFP vs VALAX |
Top Performing DFP Alternatives (YTD)
DFP 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 | DFP vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DFP vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DFP vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DFP vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DFP vs HFCVX |
Lowest Volatility Alternatives to DFP
DFP 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 | DFP vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DFP vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DFP vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DFP vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DFP vs ACIIX |
Lowest Drawdown Alternatives to DFP
DFP 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 | DFP vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DFP vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DFP vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DFP vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DFP vs PSECX |
Other Mutual Funds from Dimensional Fund Advisors
Most popular Dimensional Fund Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dimensional High Yield Fund | High Yield Bonds | 12 | -0.19% | Jan 1, 2013 | DFP vs DHF | |
| Dimensional High Yield Equity Fund | Dividend | 3 | -2.71% | Jan 1, 2013 | DFP vs DHY | |
| Dimensional Multi-Asset Fund | Global Allocation | 12 | 0.42% | Dec 11, 2009 | DFP vs DMO | |
| Dimensional International Core Equity Fund | International Equity | 13 | -5.70% | Jan 1, 2013 | DFP vs DIAX | |
| Dimensional Multi-Blend Fund | Large Cap Blend Equities | 14 | -2.99% | Jan 1, 2013 | DFP vs DMB | |
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | 31 | -1.40% | Jan 1, 2013 | DFP vs DSM | |
| Dimensional Managed Account Fund | Diversified Portfolio | 20 | -5.96% | Mar 16, 2012 | DFP vs DMA |
Compare DFP with Any Fund or Stock
Compare DFP with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.