DFA Five Year Global Fixed Income Portfolio (DFGBX) belongs to the Global Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFGBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFGBX
DFGBX charges 0.23% annually. There are 8 mutual funds in the Global Bonds category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity International Bond Index Fund | 0.06% | — | Oct 2019 | DFGBX vs FBIIX | |
| Vanguard Total International Bond II Index Fund | 0.07% | — | Feb 2021 | DFGBX vs VTILX | |
| Vanguard Total International Bond Index Fund Admir... | 0.10% | 123.30B | May 2013 | DFGBX vs VTABX | |
| Vanguard Total International Bond II Index Fund In... | 0.11% | — | Feb 2021 | DFGBX vs VTIIX | |
| Vanguard Total International Bond Index Fund | 0.13% | — | May 2013 | DFGBX vs VTIBX |
Best Risk-Adjusted Alternatives to DFGBX
DFGBX has a PortfoliosLab risk / return rank of 75. There are 5 mutual funds in the Global Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 100 | — | Feb 1996 | DFGBX vs DFGFX | |
| Destinations Global Fixed Income Opportunities Fun... | 98 | — | Mar 2017 | DFGBX vs DGFFX | |
| Eaton Vance Global Bond Fund | 96 | — | Jun 2007 | DFGBX vs EAIIX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 83 | — | Jan 2008 | DFGBX vs DFSHX | |
| Payden Global Low Duration Fund | 80 | — | Sep 1996 | DFGBX vs PYGSX |
Top Performing DFGBX Alternatives (YTD)
DFGBX is at 1.50% YTD. There are 9 mutual funds in the Global Bonds category with higher YTD returns, going as high as 4.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 4.66% | — | Jun 2007 | DFGBX vs EAIIX | |
| Templeton Global Bond Fund | 3.49% | — | Sep 1986 | DFGBX vs TPINX | |
| Templeton Global Bond Fund - Class R | 3.37% | — | Feb 2009 | DFGBX vs FGBRX | |
| Destinations Global Fixed Income Opportunities Fun... | 3.02% | — | Mar 2017 | DFGBX vs DGFFX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | 2.79% | — | Oct 2006 | DFGBX vs GOBSX |
Lowest Volatility Alternatives to DFGBX
DFGBX has 1.56% 1-year volatility. There are 2 mutual funds in the Global Bonds category with lower 1-year volatility, going as low as 0.74%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.74% | — | Feb 1996 | DFGBX vs DFGFX | |
| Payden Global Low Duration Fund | 1.45% | — | Sep 1996 | DFGBX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 1.65% | — | Jan 2008 | DFGBX vs DFSHX | |
| SA Global Fixed Income Fund | 1.97% | — | Jul 1999 | DFGBX vs SAXIX | |
| Destinations Global Fixed Income Opportunities Fun... | 2.04% | — | Mar 2017 | DFGBX vs DGFFX |
Lowest Drawdown Alternatives to DFGBX
DFGBX has a 1-year max drawdown of -1.38%. There are 4 mutual funds in the Global Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | -0.20% | — | Feb 1996 | DFGBX vs DFGFX | |
| Destinations Global Fixed Income Opportunities Fun... | -1.19% | — | Mar 2017 | DFGBX vs DGFFX | |
| Payden Global Low Duration Fund | -1.23% | — | Sep 1996 | DFGBX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | -1.28% | — | Jan 2008 | DFGBX vs DFSHX | |
| SA Global Fixed Income Fund | -1.59% | — | Jul 1999 | DFGBX vs SAXIX |
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 DFGBX
Investors most often compare DFGBX with DGCB, DFCF, DFAPX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare DFGBX with Any Fund or Stock
Compare DFGBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFGBX with funds that move differently
DFA Five Year Global Fixed Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFGBX.
Explore DFGBX Diversifiers