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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 64 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to DFWVX

DFWVX has a PortfoliosLab risk / return rank of 88. There are 4 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.


Top Performing DFWVX Alternatives (YTD)

DFWVX is at 17.30% YTD. There are 28 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.


Lowest Volatility Alternatives to DFWVX

DFWVX has 12.77% 1-year volatility. There are 42 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.


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%.


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 DFWVX

Investors most often compare DFWVX with TWN, VOO, DEMIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
The Taiwan Fund Inc.Asia Pacific Equities
99
86.31%
DFWVX vs TWN
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010DFWVX vs VOO
Delaware Emerging Markets FundEmerging Markets Diversified
98
112.88%
Jun 1996DFWVX vs DEMIX
Vanguard Windsor II Fund Admiral SharesLarge Cap Value Equities
60
7.11%
64.90BMay 2001DFWVX vs VWNAX
WisdomTree Efficient Gold Plus Equity Strategy Fun...Gold
49
9.79%
576.93MMar 2022DFWVX vs GDE
Vanguard Total International Stock ETFGlobal Equities
60
14.25%
629.30BJan 2011DFWVX vs VXUS
Avantis All International Markets Value ETFForeign Large Cap Equities
71
14.27%
58.42MJun 2023DFWVX vs AVNV
JPMorgan Large Cap Growth Fund Class R6Large Cap Growth Equities
20
7.96%
Nov 2010DFWVX vs JLGMX
Aegis Value FundSmall Cap Value Equities
94
21.92%
May 1998DFWVX vs AVALX
Fidelity Total International Index FundForeign Large Cap Equities
58
15.53%
Jun 2016DFWVX vs FTIHX
Goldman Sachs GQG Partners International Opportuni...Foreign Large Cap Equities
19
6.39%
Dec 2016DFWVX vs GSINX
Boston Trust Walden International Equity FundForeign Large Cap Equities
6
5.56%
Jun 2015DFWVX vs WIEFX
SEI Institutional Managed Trust Tax-Managed Intern...Foreign Large Cap Equities
26
6.18%
Oct 2016DFWVX vs SIMYX
Schwab International Index FundForeign Large Cap Equities
26
9.54%
14.43BMay 1997DFWVX vs SWISX
Fidelity Advisor International Value Fund Class IForeign Large Cap Equities
31
7.01%
May 2006DFWVX vs FIVQX
Causeway International Opps FdForeign Large Cap Equities
47
13.51%
Dec 2009DFWVX vs CIOVX
American Funds EuroPacific Growth Fund Class R-6Foreign Large Cap Equities, Large Cap Growth Equities
40
12.33%
DFWVX vs RERGX
Dimensional International Small Cap Value ETFForeign Small & Mid Cap Equities
65
10.83%
4.87BMar 2022DFWVX vs DISV
DFA Large Cap International PortfolioForeign Large Cap Equities
40
10.72%
Jul 1991DFWVX vs DFALX
PIMCO RAE Global ex-US FundForeign Large Cap Equities
84
15.07%
Jun 2015DFWVX vs PZRIX

Compare DFWVX with Any Fund or Stock

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


 

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