DFA Global Sustainability Fixed Income Portfolio (DGSFX) belongs to the Global Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DGSFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DGSFX
DGSFX charges 0.26% annually. There are 11 mutual funds in the Global Bonds category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity International Bond Index Fund | 0.06% | — | Oct 2019 | DGSFX vs FBIIX | |
| Vanguard Total International Bond II Index Fund | 0.07% | — | Feb 2021 | DGSFX vs VTILX | |
| Vanguard Total International Bond Index Fund Admir... | 0.10% | 123.30B | May 2013 | DGSFX vs VTABX | |
| Vanguard Total International Bond II Index Fund In... | 0.11% | — | Feb 2021 | DGSFX vs VTIIX | |
| Vanguard Total International Bond Index Fund | 0.13% | — | May 2013 | DGSFX vs VTIBX |
Best Risk-Adjusted Alternatives to DGSFX
DGSFX has a PortfoliosLab risk / return rank of 20. There are 30 mutual funds in the Global Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 100 | — | Feb 1996 | DGSFX vs DFGFX | |
| Destinations Global Fixed Income Opportunities Fun... | 98 | — | Mar 2017 | DGSFX vs DGFFX | |
| Eaton Vance Global Bond Fund | 97 | — | Jun 2007 | DGSFX vs EAIIX | |
| Payden Global Low Duration Fund | 89 | — | Sep 1996 | DGSFX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 87 | — | Jan 2008 | DGSFX vs DFSHX |
Top Performing DGSFX Alternatives (YTD)
DGSFX is at 0.45% YTD. There are 18 mutual funds in the Global Bonds category with higher YTD returns, going as high as 4.51%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 4.51% | — | Jun 2007 | DGSFX vs EAIIX | |
| Templeton Global Bond Fund | 3.06% | — | Sep 1986 | DGSFX vs TPINX | |
| Templeton Global Bond Fund - Class R | 2.94% | — | Feb 2009 | DGSFX vs FGBRX | |
| Destinations Global Fixed Income Opportunities Fun... | 2.91% | — | Mar 2017 | DGSFX vs DGFFX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | 2.45% | — | Oct 2006 | DGSFX vs GOBSX |
Lowest Volatility Alternatives to DGSFX
DGSFX has 3.47% 1-year volatility. There are 31 mutual funds in the Global Bonds category with lower 1-year volatility, going as low as 0.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.73% | — | Feb 1996 | DGSFX vs DFGFX | |
| Payden Global Low Duration Fund | 1.54% | — | Sep 1996 | DGSFX vs PYGSX | |
| DFA Five Year Global Fixed Income Portfolio | 1.55% | — | Nov 1990 | DGSFX vs DFGBX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 1.65% | — | Jan 2008 | DGSFX vs DFSHX | |
| SA Global Fixed Income Fund | 1.97% | — | Jul 1999 | DGSFX vs SAXIX |
Lowest Drawdown Alternatives to DGSFX
DGSFX has a 1-year max drawdown of -2.91%. There are 23 mutual funds in the Global Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | -0.20% | — | Feb 1996 | DGSFX vs DFGFX | |
| Destinations Global Fixed Income Opportunities Fun... | -1.19% | — | Mar 2017 | DGSFX vs DGFFX | |
| Payden Global Low Duration Fund | -1.23% | — | Sep 1996 | DGSFX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | -1.28% | — | Jan 2008 | DGSFX vs DFSHX | |
| DFA Five Year Global Fixed Income Portfolio | -1.38% | — | Nov 1990 | DGSFX vs DFGBX |
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 $43B.
Often Compared With DGSFX
Investors most often compare DGSFX with DFAPX, DFQTX, TNBMX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA Investment Grade Portfolio | Intermediate Core Bond, Investment Grade Bonds | 21 | -0.17% | 12.61B | Mar 2011 | DGSFX vs DFAPX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 78 | 12.09% | 38.77B | — | DGSFX vs DFQTX | |
| T. Rowe Price International Bond Fund (USD Hedged) | Global Bonds | 51 | 1.02% | — | Sep 2017 | DGSFX vs TNBMX | |
| T. Rowe Price Global Multi-Sector Bond Fund | Global Bonds | 75 | 1.95% | — | Dec 2008 | DGSFX vs PRSNX | |
| UBS Sustainable Development Bank Bond Fund | Global Bonds | 18 | -0.47% | — | Oct 2018 | DGSFX vs UDBPX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 49 | 2.42% | — | Oct 2013 | DGSFX vs DAIOX | |
| Saturna Global Sustainable Bond Fund | Global Bonds | 55 | 1.70% | — | Mar 2015 | DGSFX vs SEBFX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 23 | 0.12% | — | May 2014 | DGSFX vs DOXLX | |
| DFA Global Core Plus Fixed Income Portfolio | Global Bonds | 24 | 0.67% | — | Jan 2018 | DGSFX vs DGCFX |
Compare DGSFX with Any Fund or Stock
Compare DGSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGSFX with funds that move differently
DFA Global Sustainability Fixed Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGSFX.
Explore DGSFX Diversifiers