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 a closer substitute for your current allocation.
Cheapest Alternatives to DGTSX
DGTSX 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 | DGTSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DGTSX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | DGTSX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DGTSX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DGTSX vs VTMFX |
Best Risk-Adjusted Alternatives to DGTSX
DGTSX has a PortfoliosLab risk / return rank of 91. There are 32 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 | DGTSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | DGTSX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | DGTSX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | DGTSX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | DGTSX vs AYBLX |
Top Performing DGTSX Alternatives (YTD)
DGTSX is at 4.57% YTD. There are 444 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | DGTSX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | DGTSX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | DGTSX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | DGTSX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | DGTSX vs DGIFX |
Lowest Volatility Alternatives to DGTSX
DGTSX has 3.66% 1-year volatility. There are 6 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 | DGTSX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | DGTSX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | DGTSX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | DGTSX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | DGTSX vs CSTAX |
Lowest Drawdown Alternatives to DGTSX
DGTSX has a 1-year max drawdown of -2.64%. There are 2 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 | DGTSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | DGTSX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | DGTSX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | DGTSX vs CSTAX | |
| Ave Maria Bond Fund | -2.83% | — | Apr 2003 | DGTSX vs AVEFX |
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 DGTSX
Investors most often compare DGTSX with FASIX, TAIAX, DGSIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DGTSX with Any Fund or Stock
Compare DGTSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGTSX with funds that move differently
DFA Global Allocation 25/75 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGTSX.
Explore DGTSX Diversifiers