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 13 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 | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | DFXIX vs VBMPX | |
| 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 |
Best Risk-Adjusted Alternatives to DFXIX
DFXIX has a PortfoliosLab risk / return rank of 40. There are 7 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | DFXIX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | DFXIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | DFXIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | DFXIX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | DFXIX vs MCDWX |
Top Performing DFXIX Alternatives (YTD)
DFXIX is at 0.66% YTD. There are 2 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | DFXIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | DFXIX vs LSSAX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | DFXIX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | DFXIX vs FSMOX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | DFXIX vs FEDUX |
Lowest Volatility Alternatives to DFXIX
DFXIX has 2.62% 1-year volatility. There are 4 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 | DFXIX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | DFXIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | DFXIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | DFXIX vs BIMSX | |
| Johnson Institutional Intermediate Bond Fund | 2.71% | — | Aug 2000 | DFXIX vs JIBEX |
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 | -2.08% | — | Sep 2000 | DFXIX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | DFXIX vs FTHRX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | DFXIX vs CRAIX |
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 DFXIX
Investors most often compare DFXIX with WIBMX, SPAB, AVIGX. These 20 comparison targets span 4 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