DFWVX Alternatives & Similar Mutual Funds

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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	DFWVX vs FSGEX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	DFWVX vs FSOSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	DFWVX vs FINVX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	DFWVX vs FIGSX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	DFWVX vs FHLFX

Best Risk-Adjusted Alternatives to DFWVX

DFWVX has a PortfoliosLab risk / return rank of 89. There are 6 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
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	DFWVX vs SWRLX
TIVFX	American Beacon Tocqueville International Value Fu...	94	—	Aug 1994	DFWVX vs TIVFX
DCINX	Dunham International Stock Fund	92	—	Dec 2004	DFWVX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	DFWVX vs GTMIX
THOIX	Thornburg Global Opportunities Fund	91	—	Jul 2006	DFWVX vs THOIX

Top Performing DFWVX Alternatives (YTD)

DFWVX is at 16.20% YTD. There are 61 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
TIVFX	American Beacon Tocqueville International Value Fu...	40.47%	—	Aug 1994	DFWVX vs TIVFX
CIGIX	Calamos International Growth Fund	38.33%	—	Mar 2005	DFWVX vs CIGIX
JIJIX	John Hancock International Dynamic Growth Fund	33.48%	—	May 2019	DFWVX vs JIJIX
LIAGX	Lord Abbett International Growth Fund	33.43%	—	Jun 2021	DFWVX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	32.58%	—	Apr 2019	DFWVX vs FISZX

Lowest Volatility Alternatives to DFWVX

DFWVX has 13.42% 1-year volatility. There are 53 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
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	DFWVX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	DFWVX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	8.76%	—	Nov 1997	DFWVX vs FAOCX
FAERX	Fidelity Advisor Overseas Fund Class M	8.78%	—	Apr 1990	DFWVX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.78%	—	Jul 1995	DFWVX vs FAOIX

Lowest Drawdown Alternatives to DFWVX

DFWVX has a 1-year max drawdown of -9.91%. There are 43 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	DFWVX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	DFWVX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	DFWVX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	DFWVX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	DFWVX vs FAOAX

Other Mutual Funds from Dimensional

The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	61	16.82%	—	Mar 1993	DFWVX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	83	12.21%	—	Feb 1994	DFWVX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	78	12.60%	—	Dec 2003	DFWVX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	68	9.80%	—	Sep 1999	DFWVX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	68	9.87%	—	Dec 1994	DFWVX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	59	15.95%	—	Feb 2000	DFWVX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	53	10.75%	—	Sep 2005	DFWVX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	58	16.97%	—	Mar 1992	DFWVX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	11.47%	—	Sep 2005	DFWVX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	92	16.63%	—	Feb 1993	DFWVX vs DFLVX

Often Compared With DFWVX

Investors most often compare DFWVX with TWN, DEMIX, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWN	The Taiwan Fund Inc.	Asia Pacific Equities	98	78.55%	—	—	DFWVX vs TWN
DEMIX	Delaware Emerging Markets Fund	Emerging Markets Diversified	98	145.11%	—	Jun 1996	DFWVX vs DEMIX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	DFWVX vs VOO
VWNAX	Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	53	5.41%	65.40B	May 2001	DFWVX vs VWNAX
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fun...	Gold, Precious Metals	34	-0.50%	525.87M	Mar 2022	DFWVX vs GDE
VXUS	Vanguard Total International Stock ETF	Global Equities	55	12.51%	652.30B	Jan 2011	DFWVX vs VXUS
AVNV	Avantis All International Markets Value ETF	Foreign Large Cap Equities	66	11.87%	58.42M	Jun 2023	DFWVX vs AVNV
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	18	6.63%	—	Nov 2010	DFWVX vs JLGMX
AVALX	Aegis Value Fund	Small Cap Value Equities	89	14.52%	—	May 1998	DFWVX vs AVALX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	66	15.70%	—	Jun 2016	DFWVX vs FTIHX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.57%	—	Dec 2016	DFWVX vs GSINX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	36	6.18%	—	Oct 2016	DFWVX vs SIMYX
WIEFX	Boston Trust Walden International Equity Fund	Foreign Large Cap Equities	9	6.55%	—	Jun 2015	DFWVX vs WIEFX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	38	10.79%	14.60B	May 1997	DFWVX vs SWISX
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	54	14.75%	—	Dec 2009	DFWVX vs CIOVX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	42	7.50%	—	May 2006	DFWVX vs FIVQX
VCFVX	VALIC Company I International Value	Foreign Large Cap Equities	53	9.13%	—	Dec 2005	DFWVX vs VCFVX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	13.57%	—	May 2009	DFWVX vs RERGX
DFALX	DFA Large Cap International Portfolio	Foreign Large Cap Equities	50	10.98%	—	Jul 1991	DFWVX vs DFALX
JDIAX	Janus Henderson Overseas Fund Class A	Foreign Large Cap Equities	70	16.31%	—	May 1994	DFWVX vs JDIAX

Compare DFWVX with Any Fund or Stock

Compare DFWVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

DFA World ex U.S. Value Portfolio Fund (DFWVX) Alternatives