DFA Diversified Fixed Income Portfolio (DFXIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFXIX
DFXIX charges 0.15% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among DFXIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | DFXIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | DFXIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | DFXIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | DFXIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | DFXIX vs WFBIX |
Best Risk-Adjusted Alternatives to DFXIX
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 | 89 | Aug 31, 1973 | DFXIX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | DFXIX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | DFXIX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | DFXIX vs BIMSX | |
| Old Westbury Fixed Income Fund | 82 | Mar 12, 1998 | DFXIX vs OWFIX |
Top Performing DFXIX Alternatives (YTD)
DFXIX 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... | 2.45% | Aug 24, 1995 | DFXIX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | DFXIX vs DUTMX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | DFXIX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | DFXIX vs TCPYX | |
| Diamond Hill Core Bond Fund | 0.05% | Jul 5, 2016 | DFXIX vs DHRAX |
Lowest Volatility Alternatives to DFXIX
DFXIX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | DFXIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | DFXIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | DFXIX vs BIMSX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | DFXIX vs JIBEX | |
| Western Asset Intermediate Bond Fund | 3.23% | Jul 1, 1994 | DFXIX vs WATIX |
Lowest Drawdown Alternatives to DFXIX
DFXIX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | DFXIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | DFXIX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | DFXIX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | DFXIX vs JIBEX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | Sep 29, 2000 | DFXIX vs BIMIX |
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Often Compared With DFXIX
What investors most often compare with DFXIX, 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.