Disciplined Growth Investors Fund (DGIFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DGIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DGIFX
DGIFX charges 0.78% annually. There are 331 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | DGIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DGIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DGIFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | DGIFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | DGIFX vs FYMIX |
Best Risk-Adjusted Alternatives to DGIFX
DGIFX has a PortfoliosLab risk / return rank of 38. There are 460 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | DGIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | DGIFX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | DGIFX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | DGIFX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | DGIFX vs FSRKX |
Top Performing DGIFX Alternatives (YTD)
DGIFX is at 17.45% YTD. There are 4 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | DGIFX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | DGIFX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | DGIFX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | DGIFX vs MHELX | |
| Sound Mind Investing Fund | 17.18% | — | Dec 2005 | DGIFX vs SMIFX |
Lowest Volatility Alternatives to DGIFX
DGIFX has 15.47% 1-year volatility. There are 525 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | DGIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | DGIFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | DGIFX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | DGIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | DGIFX vs CSTAX |
Lowest Drawdown Alternatives to DGIFX
DGIFX has a 1-year max drawdown of -10.91%. There are 519 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | DGIFX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | DGIFX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | DGIFX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | DGIFX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | DGIFX vs FSRRX |
Often Compared With DGIFX
Investors most often compare DGIFX with DODGX, SPY, SCHD. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DGIFX with Any Fund or Stock
Compare DGIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGIFX with funds that move differently
Disciplined Growth Investors Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGIFX.
Explore DGIFX Diversifiers