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 a closer substitute for your current allocation.
Cheapest Alternatives to DFVEX
DFVEX charges 0.28% annually. There are 5 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | DFVEX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | DFVEX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | DFVEX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | DFVEX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | DFVEX vs VMVIX |
Best Risk-Adjusted Alternatives to DFVEX
DFVEX has a PortfoliosLab risk / return rank of 82. There are 35 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | DFVEX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | DFVEX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | DFVEX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | DFVEX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | DFVEX vs FASOX |
Top Performing DFVEX Alternatives (YTD)
DFVEX is at 13.89% YTD. There are 84 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | DFVEX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | DFVEX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | DFVEX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | DFVEX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | DFVEX vs FVCSX |
Lowest Volatility Alternatives to DFVEX
DFVEX has 12.38% 1-year volatility. There are 15 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | DFVEX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | DFVEX vs VMVIX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | DFVEX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | DFVEX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | DFVEX vs ACLAX |
Lowest Drawdown Alternatives to DFVEX
DFVEX has a 1-year max drawdown of -8.45%. There are 31 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | DFVEX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | DFVEX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | DFVEX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | DFVEX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | DFVEX vs HAMVX |
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 $43B.
Often Compared With DFVEX
Investors most often compare DFVEX with DFQTX, IMCG, IWP. These 19 comparison targets span 8 categories, 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.
Pair DFVEX with funds that move differently
DFA U.S. Vector Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFVEX.
Explore DFVEX Diversifiers