DFA Global Equity Portfolio Institutional Class (DGEIX) 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 DGEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DGEIX
DGEIX charges 0.25% annually. There are 10 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 | DGEIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DGEIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DGEIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DGEIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | DGEIX vs VTWAX |
Best Risk-Adjusted Alternatives to DGEIX
DGEIX has a PortfoliosLab risk / return rank of 78. There are 38 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 | DGEIX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | DGEIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | DGEIX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | DGEIX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | DGEIX vs JGYIX |
Top Performing DGEIX Alternatives (YTD)
DGEIX is at 12.60% YTD. There are 80 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | DGEIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | DGEIX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | DGEIX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | DGEIX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | DGEIX vs FIQOX |
Lowest Volatility Alternatives to DGEIX
DGEIX has 12.32% 1-year volatility. There are 55 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | DGEIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | DGEIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | DGEIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | DGEIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | DGEIX vs SGMAX |
Lowest Drawdown Alternatives to DGEIX
DGEIX has a 1-year max drawdown of -8.85%. There are 41 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 | DGEIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DGEIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | DGEIX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | DGEIX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | DGEIX vs SVTAX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DFUSX and span 6 categories.
Often Compared With DGEIX
Investors most often compare DGEIX with VT, DFAW, AVGE. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare DGEIX with Any Fund or Stock
Compare DGEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGEIX with funds that move differently
DFA Global Equity Portfolio Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGEIX.
Explore DGEIX Diversifiers