DFA Global Allocation 60/40 Portfolio (DGSIX) Alternatives
DFA Global Allocation 60/40 Portfolio (DGSIX) 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 DGSIX. 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 DGSIX
DGSIX charges 0.24% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among DGSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | DGSIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | DGSIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | DGSIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | DGSIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | DGSIX vs BWBIX |
Best Risk-Adjusted Alternatives to DGSIX
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 | DGSIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | DGSIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | DGSIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | DGSIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | DGSIX vs PMAIX |
Top Performing DGSIX Alternatives (YTD)
DGSIX 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 | DGSIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | DGSIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | DGSIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | DGSIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | DGSIX vs CONWX |
Lowest Volatility Alternatives to DGSIX
DGSIX 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 | DGSIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | DGSIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | DGSIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | DGSIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | DGSIX vs SICIX |
Lowest Drawdown Alternatives to DGSIX
DGSIX 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 | DGSIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | DGSIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | DGSIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | DGSIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | DGSIX vs SICIX |
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Often Compared With DGSIX
What investors most often compare with DGSIX, based on PortfoliosLab usage data.
Compare DGSIX with Any Fund or Stock
Compare DGSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.