Disciplined Growth Investors Fund (DGIFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DGIFX
DGIFX charges 0.78% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among DGIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | DGIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | DGIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | DGIFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | DGIFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | DGIFX vs FYMIX |
Best Risk-Adjusted Alternatives to DGIFX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | DGIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | DGIFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | DGIFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | DGIFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | DGIFX vs PMAIX |
Top Performing DGIFX Alternatives (YTD)
DGIFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | DGIFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | DGIFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | DGIFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | DGIFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | DGIFX vs CONWX |
Lowest Volatility Alternatives to DGIFX
DGIFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | DGIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | DGIFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | DGIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | DGIFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | DGIFX vs SICIX |
Lowest Drawdown Alternatives to DGIFX
DGIFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | DGIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | DGIFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | DGIFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | DGIFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | DGIFX vs SICIX |
Often Compared With DGIFX
What investors most often compare with DGIFX, 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.