DFA World ex U.S. Value Portfolio Fund (DFWVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFWVX
DFWVX charges 0.40% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among DFWVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | DFWVX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | DFWVX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | DFWVX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | DFWVX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | DFWVX vs FHLFX |
Best Risk-Adjusted Alternatives to DFWVX
Among mutual funds in the Foreign Large Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | DFWVX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | DFWVX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | DFWVX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | DFWVX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | DFWVX vs GTMIX |
Top Performing DFWVX Alternatives (YTD)
DFWVX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | DFWVX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | DFWVX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | DFWVX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | DFWVX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | DFWVX vs KGIIX |
Lowest Volatility Alternatives to DFWVX
DFWVX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | DFWVX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | DFWVX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | DFWVX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | DFWVX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | DFWVX vs GSINX |
Lowest Drawdown Alternatives to DFWVX
DFWVX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | DFWVX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | DFWVX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | DFWVX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | DFWVX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | DFWVX vs GSIMX |
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Often Compared With DFWVX
What investors most often compare with DFWVX, 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.