DFA Global Small Company Portfolio (DGLIX) 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 DGLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DGLIX
DGLIX charges 0.44% annually. There are 26 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 | DGLIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DGLIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DGLIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DGLIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | DGLIX vs VTWAX |
Best Risk-Adjusted Alternatives to DGLIX
DGLIX has a PortfoliosLab risk / return rank of 51. There are 92 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | DGLIX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | DGLIX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | DGLIX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | DGLIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | DGLIX vs JGYIX |
Top Performing DGLIX Alternatives (YTD)
DGLIX is at 12.93% YTD. There are 83 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | DGLIX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | DGLIX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | DGLIX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | DGLIX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | DGLIX vs PRGSX |
Lowest Volatility Alternatives to DGLIX
DGLIX has 14.09% 1-year volatility. There are 153 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | DGLIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | DGLIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | DGLIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | DGLIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | DGLIX vs SGMAX |
Lowest Drawdown Alternatives to DGLIX
DGLIX has a 1-year max drawdown of -9.60%. There are 64 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 | DGLIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | DGLIX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | DGLIX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | DGLIX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DGLIX vs LVAFX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DGLIX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DGLIX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DGLIX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DGLIX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DGLIX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DGLIX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DGLIX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DGLIX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DGLIX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DGLIX vs DFLVX |
Often Compared With DGLIX
Investors most often compare DGLIX with FLKSX, FLPSX, VTI. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DGLIX with Any Fund or Stock
Compare DGLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGLIX with funds that move differently
DFA Global Small Company Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGLIX.
Explore DGLIX Diversifiers