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 72 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DGSIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | DGSIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | DGSIX vs BWBIX |
Best Risk-Adjusted Alternatives to DGSIX
DGSIX has a PortfoliosLab risk / return rank of 79. There are 94 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 | 98 | — | Dec 2002 | DGSIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | DGSIX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | DGSIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | DGSIX vs FIQDX |
Top Performing DGSIX Alternatives (YTD)
DGSIX is at 8.03% YTD. There are 198 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | DGSIX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | DGSIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | DGSIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | DGSIX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | DGSIX vs BLNDX |
Lowest Volatility Alternatives to DGSIX
DGSIX has 7.48% 1-year volatility. There are 204 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | DGSIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | DGSIX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | DGSIX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | DGSIX vs CSTAX |
Lowest Drawdown Alternatives to DGSIX
DGSIX has a 1-year max drawdown of -5.85%. There are 218 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | DGSIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | DGSIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | DGSIX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | DGSIX vs FSRRX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 56 | 15.21% | — | Mar 1993 | DGSIX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 80 | 12.52% | — | Feb 1994 | DGSIX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 12.50% | — | Dec 2003 | DGSIX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.55% | — | Sep 1999 | DGSIX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 65 | 10.54% | — | Dec 1994 | DGSIX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 50 | 13.48% | — | Feb 2000 | DGSIX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 48 | 10.70% | — | Sep 2005 | DGSIX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 47 | 13.83% | — | Mar 1992 | DGSIX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 78 | 11.79% | — | Sep 2005 | DGSIX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 90 | 14.74% | — | Feb 1993 | DGSIX vs DFLVX |
Often Compared With DGSIX
Investors most often compare DGSIX with VOO, AWGIX, VGSTX. 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