DFA World Core Equity Portfolio (DREIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DREIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DREIX
DREIX charges 0.27% annually. There are 12 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | DREIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DREIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DREIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DREIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | DREIX vs VTWAX |
Best Risk-Adjusted Alternatives to DREIX
DREIX has a PortfoliosLab risk / return rank of 70. There are 37 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | DREIX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | DREIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | DREIX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 88 | — | Dec 1997 | DREIX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 88 | — | Feb 2007 | DREIX vs JGYIX |
Top Performing DREIX Alternatives (YTD)
DREIX is at 10.90% YTD. There are 72 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.82% | — | Nov 2016 | DREIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | DREIX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | DREIX vs AGLOX | |
| LSV Global Value Fund | 21.70% | — | Jun 2014 | DREIX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.42% | — | Oct 2018 | DREIX vs FIQOX |
Lowest Volatility Alternatives to DREIX
DREIX has 12.34% 1-year volatility. There are 52 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | DREIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | DREIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | DREIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | DREIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | DREIX vs SGMAX |
Lowest Drawdown Alternatives to DREIX
DREIX has a 1-year max drawdown of -9.15%. There are 54 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | DREIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DREIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | DREIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | DREIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | DREIX vs CSUAX |
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 DREIX
Investors most often compare DREIX with VT, VTI, SWDA.L. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DREIX with Any Fund or Stock
Compare DREIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DREIX with funds that move differently
DFA World Core Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DREIX.
Explore DREIX Diversifiers