DFA U.S. Vector Equity Fund (DFVEX) Alternatives
DFA U.S. Vector Equity Fund (DFVEX) belongs to the Mid 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 DFVEX. 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 DFVEX
DFVEX charges 0.28% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among DFVEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | DFVEX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DFVEX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | DFVEX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | DFVEX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | DFVEX vs VMVIX |
Best Risk-Adjusted Alternatives to DFVEX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | DFVEX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | DFVEX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | DFVEX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | DFVEX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | DFVEX vs VVOAX |
Top Performing DFVEX Alternatives (YTD)
DFVEX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | DFVEX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | DFVEX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | DFVEX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | DFVEX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | DFVEX vs HWMIX |
Lowest Volatility Alternatives to DFVEX
DFVEX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | DFVEX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | DFVEX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | DFVEX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | DFVEX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | DFVEX vs RSVAX |
Lowest Drawdown Alternatives to DFVEX
DFVEX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | DFVEX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | DFVEX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | DFVEX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | DFVEX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | DFVEX vs CISMX |
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Often Compared With DFVEX
What investors most often compare with DFVEX, based on PortfoliosLab usage data.
Compare DFVEX with Any Fund or Stock
Compare DFVEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.