DFA World ex U.S. Value Portfolio Fund (DFWVX) 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 DFWVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFWVX
DFWVX charges 0.40% annually. There are 65 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 | DFWVX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | DFWVX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | DFWVX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | DFWVX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | DFWVX vs FSOSX |
Best Risk-Adjusted Alternatives to DFWVX
DFWVX has a PortfoliosLab risk / return rank of 83. There are 12 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 93 | — | Jul 1998 | DFWVX vs GTMIX | |
| Touchstone International Equity Fund | 90 | — | Mar 1993 | DFWVX vs SWRLX | |
| SA International Value Fund | 90 | — | Aug 1999 | DFWVX vs SAHMX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | DFWVX vs GIOTX | |
| Dunham International Stock Fund | 87 | — | Dec 2004 | DFWVX vs DCINX |
Top Performing DFWVX Alternatives (YTD)
DFWVX is at 13.68% YTD. There are 32 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 25.92% | — | Aug 1994 | DFWVX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 22.63% | — | Apr 2019 | DFWVX vs FISZX | |
| Calamos International Growth Fund | 21.65% | — | Mar 2005 | DFWVX vs CIGIX | |
| Dunham International Stock Fund | 21.30% | — | Dec 2004 | DFWVX vs DCINX | |
| Lord Abbett International Growth Fund | 20.38% | — | Jun 2021 | DFWVX vs LIAGX |
Lowest Volatility Alternatives to DFWVX
DFWVX has 13.86% 1-year volatility. There are 60 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | DFWVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | DFWVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | DFWVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | DFWVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | DFWVX vs FAERX |
Lowest Drawdown Alternatives to DFWVX
DFWVX has a 1-year max drawdown of -9.91%. There are 42 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 | DFWVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | DFWVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | DFWVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | DFWVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | DFWVX vs FAERX |
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 $42B.
Often Compared With DFWVX
Investors most often compare DFWVX with DEMIX, TWN, VOO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare DFWVX with Any Fund or Stock
Compare DFWVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFWVX with funds that move differently
DFA World ex U.S. Value Portfolio Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFWVX.
Explore DFWVX Diversifiers