DFA Global Allocation 25/75 Portfolio (DGTSX) Alternatives
DFA Global Allocation 25/75 Portfolio (DGTSX) 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 DGTSX. 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 DGTSX
DGTSX charges 0.24% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among DGTSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | DGTSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | DGTSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | DGTSX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | DGTSX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | DGTSX vs MAANX |
Best Risk-Adjusted Alternatives to DGTSX
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 | DGTSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | DGTSX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | DGTSX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | DGTSX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | DGTSX vs PMAIX |
Top Performing DGTSX Alternatives (YTD)
DGTSX 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 | DGTSX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | DGTSX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | DGTSX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | DGTSX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | DGTSX vs CONWX |
Lowest Volatility Alternatives to DGTSX
DGTSX 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 | DGTSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | DGTSX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | DGTSX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | DGTSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | DGTSX vs SICIX |
Lowest Drawdown Alternatives to DGTSX
DGTSX 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 | DGTSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | DGTSX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | DGTSX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | DGTSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | DGTSX vs SICIX |
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Often Compared With DGTSX
What investors most often compare with DGTSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Asset Manager 20% Fund | Diversified Portfolio | 87 | -0.58% | Oct 1, 1992 | DGTSX vs FASIX | |
| American Funds Tax-Aware Conservative Growth and I... | Diversified Portfolio | 69 | -2.55% | May 17, 2012 | DGTSX vs TAIAX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | DGTSX vs SPY | |
| DFA Global Allocation 60/40 Portfolio | Diversified Portfolio | 74 | -1.70% | Dec 23, 2003 | DGTSX vs DGSIX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | DGTSX vs FXAIX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | DGTSX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | DGTSX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | DGTSX vs QBDSX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | DGTSX vs FYMIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | DGTSX vs TPDAX |
Compare DGTSX with Any Fund or Stock
Compare DGTSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.