DFA Diversified Fixed Income Portfolio (DFXIX) 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 DFXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFXIX
DFXIX charges 0.15% annually. There are 9 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | DFXIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | DFXIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | DFXIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | DFXIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | DFXIX vs WFBIX |
Best Risk-Adjusted Alternatives to DFXIX
DFXIX has a PortfoliosLab risk / return rank of 38. There are 6 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 50.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 50 | — | Aug 1995 | DFXIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 50 | — | Mar 2006 | DFXIX vs LSSAX | |
| Manning & Napier Credit Series | 41 | — | Apr 2020 | DFXIX vs MCDWX | |
| Hartford Schroders Tax-Aware Bond Fund | 40 | — | Oct 2011 | DFXIX vs STWTX | |
| Federated Hermes Mortgage Strategy Portfolio | 40 | — | Dec 2007 | DFXIX vs FMBPX |
Top Performing DFXIX Alternatives (YTD)
DFXIX is at 0.83% YTD. There are 5 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.02% | — | Aug 1995 | DFXIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | DFXIX vs LSSAX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.98% | — | May 2023 | DFXIX vs FSMOX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.87% | — | Oct 2011 | DFXIX vs STWTX | |
| MassMutual Core Bond Fund | 0.85% | — | Sep 1994 | DFXIX vs MCBDX |
Lowest Volatility Alternatives to DFXIX
DFXIX has 2.62% 1-year volatility. There are 3 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | DFXIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | DFXIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.53% | — | Sep 2000 | DFXIX vs BIMSX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | DFXIX vs JIBEX | |
| Manning & Napier Credit Series | 2.96% | — | Apr 2020 | DFXIX vs MCDWX |
Lowest Drawdown Alternatives to DFXIX
DFXIX has a 1-year max drawdown of -1.69%. No mutual funds in the Intermediate Core Bond category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -1.72%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | DFXIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | DFXIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | DFXIX vs BIMIX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | DFXIX vs CRAIX | |
| Loomis Sayles Securitized Asset Fund | -2.16% | — | Mar 2006 | DFXIX vs LSSAX |
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 | DFXIX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 80 | 12.52% | — | Feb 1994 | DFXIX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 12.50% | — | Dec 2003 | DFXIX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.55% | — | Sep 1999 | DFXIX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 65 | 10.54% | — | Dec 1994 | DFXIX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 50 | 13.48% | — | Feb 2000 | DFXIX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 48 | 10.70% | — | Sep 2005 | DFXIX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 47 | 13.83% | — | Mar 1992 | DFXIX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 78 | 11.79% | — | Sep 2005 | DFXIX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 90 | 14.74% | — | Feb 1993 | DFXIX vs DFLVX |
Often Compared With DFXIX
Investors most often compare DFXIX with SPAB, WIBMX, UMMGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DFXIX with Any Fund or Stock
Compare DFXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFXIX with funds that move differently
DFA Diversified Fixed Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFXIX.
Explore DFXIX Diversifiers