DoubleLine Shiller Enhanced CAPE (DSEEX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DSEEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DSEEX
DSEEX charges 0.54% annually. There are 143 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DSEEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DSEEX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DSEEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DSEEX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | DSEEX vs WBREOX |
Best Risk-Adjusted Alternatives to DSEEX
DSEEX has a PortfoliosLab risk / return rank of 4. There are 378 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | DSEEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | DSEEX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | DSEEX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | DSEEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | DSEEX vs GTLOX |
Top Performing DSEEX Alternatives (YTD)
DSEEX is at -2.04% YTD. There are 384 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | DSEEX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | DSEEX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | DSEEX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | DSEEX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | DSEEX vs IGIAX |
Lowest Volatility Alternatives to DSEEX
DSEEX has 11.15% 1-year volatility. There are 57 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | DSEEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | DSEEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | DSEEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | DSEEX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | DSEEX vs FULVX |
Lowest Drawdown Alternatives to DSEEX
DSEEX has a 1-year max drawdown of -10.80%. There are 313 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | DSEEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DSEEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DSEEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DSEEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DSEEX vs QUERX |
Other Mutual Funds from DoubleLine
The 10 most viewed DoubleLine mutual funds shown here include DBLTX, DSL, DLY and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DoubleLine Total Return Bond Fund Class I | Total Bond Market | 22 | 0.01% | — | Apr 2010 | DSEEX vs DBLTX | |
| DoubleLine Income Solutions Fund | High Yield Bonds | 2 | 1.47% | — | Apr 2013 | DSEEX vs DSL | |
| DoubleLine Yield Opportunities Fund | Multisector Bonds | 1 | -0.38% | — | Feb 2020 | DSEEX vs DLY | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 97 | 1.06% | — | Sep 2011 | DSEEX vs DBLSX | |
| Doubleline Selective Credit Fund | Multisector Bonds | 94 | 1.71% | — | Aug 2014 | DSEEX vs DBSCX | |
| DoubleLine Core Fixed Income Fund | Intermediate Core-Plus Bond | 23 | 0.02% | — | Jun 2010 | DSEEX vs DBLFX | |
| DoubleLine Flexible Income Fund | Nontraditional Bonds | 98 | 1.61% | — | Apr 2014 | DSEEX vs DFLEX | |
| DoubleLine Strategic Commodity Fund | Commodities | 87 | 29.36% | — | May 2015 | DSEEX vs DBCMX | |
| DoubleLine Infrastructure Income Fund | Intermediate Core-Plus Bond | 47 | 0.86% | — | Apr 2016 | DSEEX vs BILDX | |
| DoubleLine Income Fund | Multisector Bonds | — | — | — | Sep 2019 | DSEEX vs DBLIX |
Often Compared With DSEEX
Investors most often compare DSEEX with CAPE, YAFFX, SPY. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare DSEEX with Any Fund or Stock
Compare DSEEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSEEX with funds that move differently
DoubleLine Shiller Enhanced CAPE alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSEEX.
Explore DSEEX Diversifiers