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 | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DFABX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DFABX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DFABX vs FSMUX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | 0.07% | — | Dec 2017 | DFABX vs FGNSX |
Best Risk-Adjusted Alternatives to DFABX
DFABX has a PortfoliosLab risk / return rank of 100. No mutual funds in the Municipal Bonds category have higher risk-adjusted ranks; the top alternatives shown here go as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | DFABX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | DFABX vs DFCMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DFABX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | DFABX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | — | May 2016 | DFABX vs USMTX |
Top Performing DFABX Alternatives (YTD)
DFABX is at 0.98% YTD. There are 354 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.27% | — | Apr 1998 | DFABX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 8.40% | — | Nov 2002 | DFABX vs NRK | |
| Nuveen Virginia Quality Municipal Income Fund | 7.07% | — | Mar 1993 | DFABX vs NPV | |
| AllianceBernstein National Municipal Income Fund | 6.29% | — | Nov 2001 | DFABX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.83% | — | Oct 1992 | DFABX vs MIY |
Lowest Volatility Alternatives to DFABX
DFABX has 0.56% 1-year volatility. No mutual funds in the Municipal Bonds category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 0.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DFABX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DFABX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DFABX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | DFABX vs DFSMX | |
| 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 5 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 | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | DFABX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DFABX vs FHMIX |
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 | 56 | 15.21% | — | Mar 1993 | DFABX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 80 | 12.52% | — | Feb 1994 | DFABX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 12.50% | — | Dec 2003 | DFABX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.55% | — | Sep 1999 | DFABX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 65 | 10.54% | — | Dec 1994 | DFABX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 50 | 13.48% | — | Feb 2000 | DFABX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 48 | 10.70% | — | Sep 2005 | DFABX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 47 | 13.83% | — | Mar 1992 | DFABX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 78 | 11.79% | — | Sep 2005 | DFABX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 90 | 14.74% | — | Feb 1993 | DFABX vs DFLVX |
Often Compared With DFABX
Investors most often compare DFABX with CBTAX, ETOHX, GUIRX. These 20 comparison targets span 1 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