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 a closer substitute for your current allocation.
Cheapest Alternatives to DGSIX
DGSIX charges 0.24% annually. There are 75 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | DGSIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DGSIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | DGSIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DGSIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DGSIX vs VTMFX |
Best Risk-Adjusted Alternatives to DGSIX
DGSIX has a PortfoliosLab risk / return rank of 74. There are 96 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | DGSIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | DGSIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | DGSIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | DGSIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | DGSIX vs AOBLX |
Top Performing DGSIX Alternatives (YTD)
DGSIX is at 8.36% YTD. There are 177 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | DGSIX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | DGSIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | DGSIX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | DGSIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | DGSIX vs TIBIX |
Lowest Volatility Alternatives to DGSIX
DGSIX has 7.89% 1-year volatility. There are 207 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | DGSIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | DGSIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | DGSIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | DGSIX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | DGSIX vs CSTAX |
Lowest Drawdown Alternatives to DGSIX
DGSIX has a 1-year max drawdown of -5.85%. There are 216 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | DGSIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | DGSIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | DGSIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | DGSIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | DGSIX vs CSTAX |
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 DGSIX
Investors most often compare DGSIX with VOO, VGSTX, AWGIX. These 20 comparison targets span 11 categories, 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.
Pair DGSIX with funds that move differently
DFA Global Allocation 60/40 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGSIX.
Explore DGSIX Diversifiers