DFA U.S. Large Company Portfolio (DFUSX) Alternatives
DFA U.S. Large Company Portfolio (DFUSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFUSX. 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 DFUSX
DFUSX charges 0.08% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among DFUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | DFUSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | DFUSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | DFUSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | DFUSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | DFUSX vs SSSYX |
Best Risk-Adjusted Alternatives to DFUSX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | DFUSX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | DFUSX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | DFUSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | DFUSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | DFUSX vs DHAMX |
Top Performing DFUSX Alternatives (YTD)
DFUSX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | DFUSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | DFUSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | DFUSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | DFUSX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | DFUSX vs RCKSX |
Lowest Volatility Alternatives to DFUSX
DFUSX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | DFUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | DFUSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | DFUSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | DFUSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | DFUSX vs QUERX |
Lowest Drawdown Alternatives to DFUSX
DFUSX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | DFUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | DFUSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | DFUSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | DFUSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | DFUSX vs GQEIX |
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Often Compared With DFUSX
What investors most often compare with DFUSX, based on PortfoliosLab usage data.
Compare DFUSX with Any Fund or Stock
Compare DFUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.