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 334 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | DGIFX vs VBAIX | |
| 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 28. There are 485 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 | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | DGIFX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | DGIFX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | DGIFX vs FSRRX |
Top Performing DGIFX Alternatives (YTD)
DGIFX is at 15.68% YTD. There are 6 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | DGIFX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | DGIFX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | DGIFX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | DGIFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | DGIFX vs MHELX |
Lowest Volatility Alternatives to DGIFX
DGIFX has 16.26% 1-year volatility. There are 530 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 Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | DGIFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | DGIFX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | DGIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | DGIFX vs CSTAX |
Lowest Drawdown Alternatives to DGIFX
DGIFX has a 1-year max drawdown of -10.91%. There are 523 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | DGIFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | DGIFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | DGIFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | DGIFX vs CSTAX |
Often Compared With DGIFX
Investors most often compare DGIFX with DODGX, SPY, WCBR. These 20 comparison targets span 10 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