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 | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DCIBX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DCIBX vs NMTRX | |
| 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 76. There are 117 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 | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DCIBX vs ATOIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | DCIBX vs DFCMX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | DCIBX vs DNYMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | DCIBX vs DFSMX |
Top Performing DCIBX Alternatives (YTD)
DCIBX is at 1.12% YTD. There are 360 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | DCIBX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.70% | — | Nov 2002 | DCIBX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.62% | — | Nov 2001 | DCIBX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 6.57% | — | Oct 1992 | DCIBX vs MIY | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | DCIBX vs NPV |
Lowest Volatility Alternatives to DCIBX
DCIBX has 1.63% 1-year volatility. There are 63 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 | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DCIBX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DCIBX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | DCIBX vs USMTX | |
| 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 | |
| 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 | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DCIBX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DCIBX vs FHMIX |
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 DCIBX
Investors most often compare DCIBX with VTEC, FCTFX, DFQTX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard California Tax-Exempt Bond ETF | Municipal Bonds | 68 | 1.27% | — | Jan 2024 | DCIBX vs VTEC | |
| Fidelity California Municipal Income Fund | Municipal Bonds | 66 | 1.34% | — | Jul 1984 | DCIBX vs FCTFX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 77 | 11.69% | — | — | DCIBX vs DFQTX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | DCIBX vs FXIEX | |
| T. Rowe Price Maryland Short-Term Tax-Free Bond Fu... | Municipal Bonds | 75 | 0.85% | — | Jan 1993 | DCIBX vs PRMDX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 21 | 4.72% | — | Jul 1992 | DCIBX vs MQY | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 36 | 5.84% | — | Feb 1998 | DCIBX vs MUC | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 29 | 4.22% | — | Nov 1992 | DCIBX vs MPA | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | DCIBX vs FGNSX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 51 | 5.45% | — | Mar 1998 | DCIBX vs MUJ |
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