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 a closer substitute for your current allocation.
Cheapest Alternatives to DFUVX
DFUVX charges 0.14% annually. There are 11 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DFUVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DFUVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DFUVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DFUVX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | DFUVX vs TILVX |
Best Risk-Adjusted Alternatives to DFUVX
DFUVX has a PortfoliosLab risk / return rank of 92. There are 29 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | DFUVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DFUVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | DFUVX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | DFUVX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | DFUVX vs BBISX |
Top Performing DFUVX Alternatives (YTD)
DFUVX is at 17.51% YTD. There are 47 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | DFUVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | DFUVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | DFUVX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | DFUVX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | DFUVX vs PXTIX |
Lowest Volatility Alternatives to DFUVX
DFUVX has 11.34% 1-year volatility. There are 162 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | DFUVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | DFUVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | DFUVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | DFUVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | DFUVX vs TMMAX |
Lowest Drawdown Alternatives to DFUVX
DFUVX has a 1-year max drawdown of -5.85%. There are 27 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 | DFUVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DFUVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DFUVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DFUVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DFUVX 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 $42B.
Often Compared With DFUVX
Investors most often compare DFUVX with DFUS, DFAT, DURPX. These 20 comparison targets span 9 categories, 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.
Pair DFUVX with funds that move differently
DFA U.S. Large Cap Value III Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFUVX.
Explore DFUVX Diversifiers