DFA International Value III Portfolio (DFVIX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFVIX
DFVIX charges 0.24% annually. There are 42 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | DFVIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | DFVIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | DFVIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | DFVIX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | DFVIX vs FINVX |
Best Risk-Adjusted Alternatives to DFVIX
DFVIX has a PortfoliosLab risk / return rank of 94. There are 4 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | DFVIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | DFVIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | DFVIX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | DFVIX vs VIHAX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | DFVIX vs SWRLX |
Top Performing DFVIX Alternatives (YTD)
DFVIX is at 17.22% YTD. There are 27 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | DFVIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | DFVIX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | DFVIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | DFVIX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | DFVIX vs FISZX |
Lowest Volatility Alternatives to DFVIX
DFVIX has 14.17% 1-year volatility. There are 86 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | DFVIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | DFVIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | DFVIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | DFVIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | DFVIX vs FAOIX |
Lowest Drawdown Alternatives to DFVIX
DFVIX has a 1-year max drawdown of -9.53%. There are 32 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | DFVIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | DFVIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | DFVIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | DFVIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | DFVIX vs FAOAX |
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 DFVIX
Investors most often compare DFVIX with DFIV, VTRIX, FIWCX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare DFVIX with Any Fund or Stock
Compare DFVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFVIX with funds that move differently
DFA International Value III Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFVIX.
Explore DFVIX Diversifiers