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 66 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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	DFWVX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	DFWVX vs FSOSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	DFWVX vs FSGEX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	DFWVX vs FHLFX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	DFWVX vs FIGSX

Best Risk-Adjusted Alternatives to DFWVX

DFWVX has a PortfoliosLab risk / return rank of 90. There are 19 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
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	DFWVX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	DFWVX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	DFWVX vs PTSIX
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	DFWVX vs SWRLX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	DFWVX vs VIHAX

Top Performing DFWVX Alternatives (YTD)

DFWVX is at 15.79% YTD. There are 47 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	22.83%	—	Dec 2004	DFWVX vs DCINX
QFVOX	Pear Tree Polaris Foreign Value Fund	21.28%	—	May 1998	DFWVX vs QFVOX
GTMIX	GMO Tax-Managed International Equities Fund	21.02%	—	Jul 1998	DFWVX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.00%	—	Mar 1993	DFWVX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	20.64%	—	Jun 2006	DFWVX vs GIOTX

Lowest Volatility Alternatives to DFWVX

DFWVX has 14.07% 1-year volatility. There are 73 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
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	DFWVX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	DFWVX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	DFWVX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	DFWVX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	DFWVX vs FAERX

Lowest Drawdown Alternatives to DFWVX

DFWVX has a 1-year max drawdown of -9.91%. There are 44 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. AUM among these funds goes as high as $43B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	85	21.34%	19.45B	Mar 1993	DFWVX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	93	16.48%	19.17B	Feb 1994	DFWVX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	77	12.51%	—	Dec 2003	DFWVX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	61	10.14%	14.33B	Sep 1999	DFWVX vs DFUSX
DFFVX	DFA U.S. Targeted Value Portfolio Institutional Cl...	Small Cap Value Equities	84	19.98%	16.81B	Feb 2000	DFWVX vs DFFVX
DISVX	DFA International Small Cap Value Portfolio Instit...	Foreign Small & Mid Cap Equities	75	10.94%	14.24B	Dec 1994	DFWVX vs DISVX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	76	12.10%	42.60B	Sep 2005	DFWVX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	72	17.73%	19.72B	Mar 1992	DFWVX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	12.33%	41.38B	Sep 2005	DFWVX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	96	19.19%	30.83B	Feb 1993	DFWVX vs DFLVX

Often Compared With DFWVX

Investors most often compare DFWVX with DEMIX, TWN, VWNAX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	Emerging Markets Equities	92	77.44%	—	Jun 1996	DFWVX vs DEMIX
TWN	The Taiwan Fund Inc.	Taiwan Equities, Asia Pacific Equities	95	57.16%	—	—	DFWVX vs TWN
VWNAX	Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	81	10.91%	64.70B	May 2001	DFWVX vs VWNAX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	DFWVX vs VOO
AVNV	Avantis All International Markets Value ETF	Foreign Large Cap Equities	78	13.17%	64.52M	Jun 2023	DFWVX vs AVNV
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fun...	Gold, Precious Metals	42	0.83%	433.45M	Mar 2022	DFWVX vs GDE
VXUS	Vanguard Total International Stock ETF	Global Equities	72	13.32%	651.00B	Jan 2011	DFWVX vs VXUS
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	6	-1.09%	—	Nov 2010	DFWVX vs JLGMX
AVALX	Aegis Value Fund Class I	Small Cap Value Equities	94	17.05%	—	May 1998	DFWVX vs AVALX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	70	12.93%	—	Jun 2016	DFWVX vs FTIHX
WIEFX	Boston Trust Walden International Equity Fund	Foreign Large Cap Equities	35	10.92%	—	Jun 2015	DFWVX vs WIEFX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	70	10.69%	—	May 2006	DFWVX vs FIVQX
JDIAX	Janus Henderson Overseas Fund Class A	Foreign Large Cap Equities	71	13.38%	—	May 1994	DFWVX vs JDIAX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	53	8.09%	—	Dec 2016	DFWVX vs GSINX
FISZX	Fidelity SAI International SMA Completion Fund	Foreign Large Cap Equities	60	20.11%	—	Apr 2019	DFWVX vs FISZX
VCFVX	VALIC Company I International Value	Foreign Large Cap Equities	76	12.84%	—	Dec 2005	DFWVX vs VCFVX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities, Low Volatility	73	11.18%	—	Oct 2016	DFWVX vs SIMYX
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	59	13.72%	—	Dec 2009	DFWVX vs CIOVX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.30%	—	May 2009	DFWVX vs RERGX
DFALX	DFA Large Cap International Portfolio	Foreign Large Cap Equities	77	12.42%	—	Jul 1991	DFWVX vs DFALX

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