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 64 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
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	DFWVX vs FIGSX
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
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 88. 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
THOIX	Thornburg Global Opportunities Fund	94	—	Jul 2006	DFWVX vs THOIX
TIVFX	American Beacon Tocqueville International Value Fu...	93	—	Aug 1994	DFWVX vs TIVFX
SWRLX	Touchstone International Equity Fund	91	—	Mar 1993	DFWVX vs SWRLX
DCINX	Dunham International Stock Fund	91	—	Dec 2004	DFWVX vs DCINX
SAHMX	SA International Value Fund	90	—	Aug 1999	DFWVX vs SAHMX

Top Performing DFWVX Alternatives (YTD)

DFWVX is at 16.43% YTD. There are 26 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.02%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	35.02%	—	Aug 1994	DFWVX vs TIVFX
CIGIX	Calamos International Growth Fund	34.19%	—	Mar 2005	DFWVX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	26.97%	—	Jun 2021	DFWVX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	26.54%	—	Apr 2019	DFWVX vs FISZX
DCINX	Dunham International Stock Fund	24.97%	—	Dec 2004	DFWVX vs DCINX

Lowest Volatility Alternatives to DFWVX

DFWVX has 12.78% 1-year volatility. There are 43 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.19%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	9.19%	—	Nov 1997	DFWVX vs FAOCX
FAOAX	Fidelity Advisor Overseas Fund Class A	9.20%	—	Sep 1996	DFWVX vs FAOAX
FAOSX	Fidelity Advisor Overseas Fund Class Z	9.20%	—	Feb 2017	DFWVX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	9.21%	—	Apr 1990	DFWVX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	9.22%	—	Jul 1995	DFWVX vs FAOIX

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
FAERX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	56	15.21%	—	Mar 1993	DFWVX vs DFSVX
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	80	12.52%	—	Feb 1994	DFWVX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	77	12.50%	—	Dec 2003	DFWVX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	77	11.55%	—	Sep 1999	DFWVX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	65	10.54%	—	Dec 1994	DFWVX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	50	13.48%	—	Feb 2000	DFWVX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	48	10.70%	—	Sep 2005	DFWVX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	47	13.83%	—	Mar 1992	DFWVX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	78	11.79%	—	Sep 2005	DFWVX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	90	14.74%	—	Feb 1993	DFWVX vs DFLVX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWN	The Taiwan Fund Inc.	Asia Pacific Equities	99	90.00%	—	—	DFWVX vs TWN
VOO	Vanguard S&P 500 ETF	S&P 500	75	11.69%	1.60T	Sep 2010	DFWVX vs VOO
DEMIX	Delaware Emerging Markets Fund	Emerging Markets Diversified	98	107.71%	—	Jun 1996	DFWVX vs DEMIX
VWNAX	Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	61	7.27%	64.90B	May 2001	DFWVX vs VWNAX
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fun...	Gold	52	11.30%	576.93M	Mar 2022	DFWVX vs GDE
VXUS	Vanguard Total International Stock ETF	Global Equities	63	15.39%	629.30B	Jan 2011	DFWVX vs VXUS
AVNV	Avantis All International Markets Value ETF	Foreign Large Cap Equities	74	15.29%	58.42M	Jun 2023	DFWVX vs AVNV
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	19	7.25%	—	Nov 2010	DFWVX vs JLGMX
AVALX	Aegis Value Fund	Small Cap Value Equities	94	20.38%	—	May 1998	DFWVX vs AVALX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	59	14.72%	—	Jun 2016	DFWVX vs FTIHX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	20	6.34%	—	Dec 2016	DFWVX vs GSINX
WIEFX	Boston Trust Walden International Equity Fund	Foreign Large Cap Equities	6	5.43%	—	Jun 2015	DFWVX vs WIEFX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	29	6.18%	—	Oct 2016	DFWVX vs SIMYX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	26	9.16%	14.43B	May 1997	DFWVX vs SWISX
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	33	6.65%	—	May 2006	DFWVX vs FIVQX
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	48	13.10%	—	Dec 2009	DFWVX vs CIOVX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	41	11.72%	—	—	DFWVX vs RERGX
DFALX	DFA Large Cap International Portfolio	Foreign Large Cap Equities	42	10.25%	—	Jul 1991	DFWVX vs DFALX
DISV	Dimensional International Small Cap Value ETF	Foreign Small & Mid Cap Equities	67	12.02%	4.87B	Mar 2022	DFWVX vs DISV
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	86	14.72%	—	Jun 2015	DFWVX vs PZRIX

Compare DFWVX with Any Fund or Stock

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

Symbol name

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