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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DFUVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DFUVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DFUVX vs VIVIX | |
| 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 21 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 | DFUVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DFUVX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | DFUVX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DFUVX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | DFUVX vs AVLVX |
Top Performing DFUVX Alternatives (YTD)
DFUVX is at 16.69% YTD. There are 35 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | DFUVX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | DFUVX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | DFUVX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | DFUVX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | DFUVX vs NPRTX |
Lowest Volatility Alternatives to DFUVX
DFUVX has 11.39% 1-year volatility. There are 169 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | DFUVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | DFUVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | DFUVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | DFUVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | DFUVX vs TMMAX |
Lowest Drawdown Alternatives to DFUVX
DFUVX has a 1-year max drawdown of -5.85%. There are 26 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.
Often Compared With DFUVX
Investors most often compare DFUVX with DFUS, DFAT, DURPX. These 20 comparison targets span 8 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