DFA Global Small Company Portfolio (DGLIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DGLIX
DGLIX charges 0.44% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among DGLIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | DGLIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | DGLIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | DGLIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | DGLIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | DGLIX vs VMNVX |
Best Risk-Adjusted Alternatives to DGLIX
Among mutual funds in the Global Equities 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | DGLIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | DGLIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | DGLIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | DGLIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | DGLIX vs GLIFX |
Top Performing DGLIX Alternatives (YTD)
DGLIX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | DGLIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | DGLIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | DGLIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | DGLIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | DGLIX vs GQRIX |
Lowest Volatility Alternatives to DGLIX
DGLIX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | DGLIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | DGLIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | DGLIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | DGLIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | DGLIX vs GLIFX |
Lowest Drawdown Alternatives to DGLIX
DGLIX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | DGLIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | DGLIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | DGLIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | DGLIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | DGLIX vs FGIAX |
Other Mutual Funds from Dimensional
Most popular Dimensional mutual funds on PortfoliosLab, across asset classes.
Often Compared With DGLIX
What investors most often compare with DGLIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Mid Cap Value Equities | 44 | -1.04% | Dec 27, 1989 | DGLIX vs FLPSX | |
| Fidelity Low-Priced Stock K6 Fund | Mid Cap Value Equities | 43 | -1.09% | May 26, 2017 | DGLIX vs FLKSX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | DGLIX vs VTI |
Compare DGLIX with Any Fund or Stock
Compare DGLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.