DFA Short-Term Selective State Municipal Bond Portfolio (DFABX) 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 DFABX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFABX
DFABX charges 0.25% annually. There are 44 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 | DFABX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DFABX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DFABX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DFABX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DFABX vs FSMUX |
Best Risk-Adjusted Alternatives to DFABX
DFABX has a PortfoliosLab risk / return rank of 99. There are 2 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 Municipal Bond Portfolio | 100 | — | Aug 2002 | DFABX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | DFABX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | DFABX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | DFABX vs TFCYX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | DFABX vs DNYMX |
Top Performing DFABX Alternatives (YTD)
DFABX is at 1.31% YTD. There are 25 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.42% | — | Apr 1998 | DFABX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 7.26% | — | Nov 2002 | DFABX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 6.51% | — | Oct 1992 | DFABX vs MIY | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 5.51% | 12.30B | Sep 1994 | DFABX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 5.23% | — | Nov 2001 | DFABX vs AFB |
Lowest Volatility Alternatives to DFABX
DFABX has 0.57% 1-year volatility. There is 1 mutual fund in the Municipal Bonds category with lower 1-year volatility, going as low as 0.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.53% | — | Aug 2002 | DFABX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DFABX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.64% | — | May 2016 | DFABX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.64% | — | May 2016 | DFABX vs USMSX | |
| DFA NY Municipal Bond Portfolio | 0.65% | — | Jun 2015 | DFABX vs DNYMX |
Lowest Drawdown Alternatives to DFABX
DFABX has a 1-year max drawdown of -0.11%. There are 4 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 | DFABX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DFABX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DFABX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DFABX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | DFABX vs DFSMX |
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 $43B.
Often Compared With DFABX
Investors most often compare DFABX with ETOHX, GUIRX, FOHFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DFABX with Any Fund or Stock
Compare DFABX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFABX with funds that move differently
DFA Short-Term Selective State Municipal Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFABX.
Explore DFABX Diversifiers