DFA World ex U.S. Core Equity Portfolio (DFWIX) 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 DFWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFWIX
DFWIX charges 0.31% annually. There are 53 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 International Index Fund | 0.01% | — | Aug 2018 | DFWIX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | DFWIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | DFWIX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | DFWIX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | DFWIX vs FIGSX |
Best Risk-Adjusted Alternatives to DFWIX
DFWIX has a PortfoliosLab risk / return rank of 75. There are 35 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | DFWIX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | DFWIX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | DFWIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | DFWIX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | DFWIX vs THOIX |
Top Performing DFWIX Alternatives (YTD)
DFWIX is at 15.19% YTD. There are 90 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | DFWIX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | DFWIX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | DFWIX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | DFWIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | DFWIX vs FISZX |
Lowest Volatility Alternatives to DFWIX
DFWIX has 14.10% 1-year volatility. There are 92 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | DFWIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | DFWIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | DFWIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | DFWIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | DFWIX vs FAOIX |
Lowest Drawdown Alternatives to DFWIX
DFWIX has a 1-year max drawdown of -10.82%. There are 82 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 | DFWIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | DFWIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | DFWIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | DFWIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | DFWIX vs FAOAX |
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 DFWIX
Investors most often compare DFWIX with DFAX, VXUS, VFWSX. These 19 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare DFWIX with Any Fund or Stock
Compare DFWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFWIX with funds that move differently
DFA World ex U.S. Core Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFWIX.
Explore DFWIX Diversifiers