DFA Investment Grade Portfolio (DFAPX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFAPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFAPX
DFAPX charges 0.20% annually. There are 19 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | DFAPX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | DFAPX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | DFAPX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | DFAPX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | DFAPX vs QDVBX |
Best Risk-Adjusted Alternatives to DFAPX
DFAPX has a PortfoliosLab risk / return rank of 16. There are 39 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | DFAPX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | DFAPX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | DFAPX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | DFAPX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | DFAPX vs MCDWX |
Top Performing DFAPX Alternatives (YTD)
DFAPX is at -0.47% YTD. There are 16 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | DFAPX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | DFAPX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | DFAPX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | DFAPX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | DFAPX vs FEDUX |
Lowest Volatility Alternatives to DFAPX
DFAPX has 3.83% 1-year volatility. There are 47 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | DFAPX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | DFAPX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | DFAPX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | DFAPX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | DFAPX vs DFXIX |
Lowest Drawdown Alternatives to DFAPX
DFAPX has a 1-year max drawdown of -2.66%. There are 14 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | DFAPX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | DFAPX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | DFAPX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | DFAPX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | DFAPX vs FTHRX |
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 DFAPX
Investors most often compare DFAPX with USIG, BILDX, DGSFX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare DFAPX with Any Fund or Stock
Compare DFAPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFAPX with funds that move differently
DFA Investment Grade Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFAPX.
Explore DFAPX Diversifiers