DFA Investment Grade Portfolio (DFAPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFAPX
DFAPX charges 0.20% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among DFAPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | DFAPX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | DFAPX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | DFAPX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | DFAPX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | DFAPX vs WFBIX |
Best Risk-Adjusted Alternatives to DFAPX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 86 | Aug 31, 1973 | DFAPX vs PRCIX | |
| Fidelity Education Income Fund | 82 | Mar 16, 2021 | DFAPX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 82 | Mar 2, 2006 | DFAPX vs LSSAX | |
| Baird Intermediate Bond Fund | 81 | Sep 29, 2000 | DFAPX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 80 | Aug 10, 2016 | DFAPX vs DFXIX |
Top Performing DFAPX Alternatives (YTD)
DFAPX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.74% | Aug 24, 1995 | DFAPX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.55% | Mar 2, 2006 | DFAPX vs LSSAX | |
| Dupree Taxable Municipal Bond Fund | 0.43% | Nov 1, 2010 | DFAPX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.40% | Aug 10, 2016 | DFAPX vs DFXIX | |
| Touchstone Impact Bond Fund | 0.31% | Nov 15, 1991 | DFAPX vs TCPYX |
Lowest Volatility Alternatives to DFAPX
DFAPX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.68% | Mar 16, 2021 | DFAPX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | DFAPX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | DFAPX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | DFAPX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | DFAPX vs JIBEX |
Lowest Drawdown Alternatives to DFAPX
DFAPX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | DFAPX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | DFAPX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | DFAPX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | DFAPX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | DFAPX vs JIBEX |
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Often Compared With DFAPX
What investors most often compare with DFAPX, 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.