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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DGLIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | DGLIX vs GMGEX | |
| 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% | 95.30B | Feb 2019 | DGLIX vs VTWAX |
Best Risk-Adjusted Alternatives to DGLIX
DGLIX has a PortfoliosLab risk / return rank of 46. There are 102 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | DGLIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | DGLIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | DGLIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | DGLIX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | DGLIX vs PGVFX |
Top Performing DGLIX Alternatives (YTD)
DGLIX is at 13.73% YTD. There are 57 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | DGLIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | DGLIX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | DGLIX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | DGLIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | DGLIX vs YFSNX |
Lowest Volatility Alternatives to DGLIX
DGLIX has 14.40% 1-year volatility. There are 139 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | DGLIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | DGLIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | DGLIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | DGLIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | 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 | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DGLIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | DGLIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | DGLIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | DGLIX vs CSUAX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $42B.
Often Compared With DGLIX
Investors most often compare DGLIX with FLPSX, FLKSX, VTI. These 20 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