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 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 | DGTSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DGTSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DGTSX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | DGTSX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | DGTSX vs FYMIX |
Best Risk-Adjusted Alternatives to DGTSX
DGTSX has a PortfoliosLab risk / return rank of 89. There are 24 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | DGTSX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | DGTSX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | DGTSX vs FSRKX |
Top Performing DGTSX Alternatives (YTD)
DGTSX is at 4.30% YTD. There are 433 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | DGTSX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | DGTSX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | DGTSX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | DGTSX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | DGTSX vs DGIFX |
Lowest Volatility Alternatives to DGTSX
DGTSX has 3.39% 1-year volatility. There are 5 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 Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | DGTSX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | DGTSX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | DGTSX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | DGTSX vs CSTAX |
Lowest Drawdown Alternatives to DGTSX
DGTSX has a 1-year max drawdown of -2.64%. There are 12 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | DGTSX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | DGTSX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | DGTSX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | DGTSX 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 | 61 | 16.32% | — | Mar 1993 | DGTSX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DGTSX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DGTSX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DGTSX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DGTSX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DGTSX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DGTSX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DGTSX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DGTSX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DGTSX vs DFLVX |
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