DFA California Intermediate-Term Municipal Bond Portfolio (DCIBX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DCIBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DCIBX
DCIBX charges 0.20% annually. There are 36 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | DCIBX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DCIBX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DCIBX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DCIBX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DCIBX vs FSMUX |
Best Risk-Adjusted Alternatives to DCIBX
DCIBX has a PortfoliosLab risk / return rank of 80. There are 194 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | DCIBX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | DCIBX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DCIBX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | DCIBX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | DCIBX vs TFCYX |
Top Performing DCIBX Alternatives (YTD)
DCIBX is at 1.16% YTD. There are 376 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.06% | — | Apr 1998 | DCIBX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.21% | — | Nov 2002 | DCIBX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.32% | — | Oct 1992 | DCIBX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.66% | — | Nov 2001 | DCIBX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.62% | — | Feb 1998 | DCIBX vs MUC |
Lowest Volatility Alternatives to DCIBX
DCIBX has 1.63% 1-year volatility. There are 62 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | DCIBX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | DCIBX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | DCIBX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | DCIBX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DCIBX vs USMTX |
Lowest Drawdown Alternatives to DCIBX
DCIBX has a 1-year max drawdown of -1.80%. There are 64 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | DCIBX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DCIBX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DCIBX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DCIBX vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | DCIBX vs DFABX |
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 DCIBX
Investors most often compare DCIBX with VTEC, FCTFX, NPV. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DCIBX with Any Fund or Stock
Compare DCIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DCIBX with funds that move differently
DFA California Intermediate-Term Municipal Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DCIBX.
Explore DCIBX Diversifiers