DFA Global Social Core Equity Portfolio (DGBEX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DGBEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DGBEX
DGBEX charges 0.34% annually. There are 16 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | DGBEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DGBEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DGBEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DGBEX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | DGBEX vs VTWAX |
Best Risk-Adjusted Alternatives to DGBEX
DGBEX has a PortfoliosLab risk / return rank of 68. There are 56 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | DGBEX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | DGBEX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | DGBEX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | DGBEX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | DGBEX vs FMIEX |
Top Performing DGBEX Alternatives (YTD)
DGBEX is at 13.97% YTD. There are 49 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | DGBEX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | DGBEX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | DGBEX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | DGBEX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | DGBEX vs PGVFX |
Lowest Volatility Alternatives to DGBEX
DGBEX has 13.89% 1-year volatility. There are 111 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | DGBEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | DGBEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | DGBEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | DGBEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | DGBEX vs SGMAX |
Lowest Drawdown Alternatives to DGBEX
DGBEX has a 1-year max drawdown of -10.32%. There are 110 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | DGBEX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DGBEX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | DGBEX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | DGBEX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | DGBEX vs SVTAX |
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 $42B.
Often Compared With DGBEX
Investors most often compare DGBEX with ARTHX, DFQTX, MVGIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DGBEX with Any Fund or Stock
Compare DGBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGBEX with funds that move differently
DFA Global Social Core Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGBEX.
Explore DGBEX Diversifiers