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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DREIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | DREIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DREIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | DREIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DREIX vs UCEQX |
Best Risk-Adjusted Alternatives to DREIX
DREIX has a PortfoliosLab risk / return rank of 73. There are 39 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 | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | DREIX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | DREIX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | DREIX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | DREIX vs LVAFX |
Top Performing DREIX Alternatives (YTD)
DREIX is at 11.88% YTD. There are 69 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | DREIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | DREIX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | DREIX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | DREIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | DREIX vs YFSNX |
Lowest Volatility Alternatives to DREIX
DREIX has 12.36% 1-year volatility. There are 51 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | DREIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | DREIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | DREIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | DREIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | 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. AUM among these funds goes as high as $42B.
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