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 | |
| 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 | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | DCIBX vs FMBIX |
Best Risk-Adjusted Alternatives to DCIBX
DCIBX has a PortfoliosLab risk / return rank of 73. There are 119 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 NY Municipal Bond Portfolio | 99 | — | Jun 2015 | DCIBX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | DCIBX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | DCIBX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DCIBX vs ATOIX |
Top Performing DCIBX Alternatives (YTD)
DCIBX is at 0.83% YTD. There are 407 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | DCIBX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | DCIBX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | DCIBX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.29% | — | Nov 2001 | DCIBX vs AFB | |
| BlackRock MuniHoldings New Jersey Quality Fund | 5.16% | — | Mar 1998 | DCIBX vs MUJ |
Lowest Volatility Alternatives to DCIBX
DCIBX has 1.63% 1-year volatility. There are 61 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | DCIBX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DCIBX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DCIBX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DCIBX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | DCIBX vs DFSMX |
Lowest Drawdown Alternatives to DCIBX
DCIBX has a 1-year max drawdown of -1.80%. There are 65 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 | |
| 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 | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DCIBX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | DCIBX vs APUSX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DCIBX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DCIBX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DCIBX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DCIBX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DCIBX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DCIBX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DCIBX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DCIBX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DCIBX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DCIBX vs DFLVX |
Often Compared With DCIBX
Investors most often compare DCIBX with FCTFX, VTEC, DFQTX. These 11 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