DFA U.S. Large Cap Value III Portfolio (DFUVX) Alternatives
DFA U.S. Large Cap Value III Portfolio (DFUVX) 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 DFUVX. 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 DFUVX
DFUVX charges 0.14% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DFUVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DFUVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DFUVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DFUVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DFUVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DFUVX vs VVIAX |
Best Risk-Adjusted Alternatives to DFUVX
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 | DFUVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DFUVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DFUVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DFUVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DFUVX vs VALAX |
Top Performing DFUVX Alternatives (YTD)
DFUVX 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 | DFUVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DFUVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DFUVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DFUVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DFUVX vs HFCVX |
Lowest Volatility Alternatives to DFUVX
DFUVX 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 | DFUVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DFUVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DFUVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DFUVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DFUVX vs ACIIX |
Lowest Drawdown Alternatives to DFUVX
DFUVX 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 | DFUVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DFUVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DFUVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DFUVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DFUVX vs PSECX |
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Often Compared With DFUVX
What investors most often compare with DFUVX, based on PortfoliosLab usage data.
Compare DFUVX with Any Fund or Stock
Compare DFUVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.