Dimensional Multi-Blend Fund (DMB) Alternatives
Dimensional Multi-Blend Fund (DMB) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DMB. 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 DMB
DMB charges 0.03% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among DMB alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | DMB vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | DMB vs VSTSX | |
| Eaton Vance Enhanced Equity Income Fund | 0.01% | Oct 29, 2004 | DMB vs EOI | |
| Fidelity Total Market Index Fund | 0.02% | — | DMB vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | DMB vs FLCPX |
Best Risk-Adjusted Alternatives to DMB
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | DMB vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | DMB vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | DMB vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | DMB vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | DMB vs DHAMX |
Top Performing DMB Alternatives (YTD)
DMB alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | DMB vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | DMB vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | DMB vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | DMB vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | DMB vs RCKSX |
Lowest Volatility Alternatives to DMB
DMB alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | DMB vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | DMB vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | DMB vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | DMB vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | DMB vs QUERX |
Lowest Drawdown Alternatives to DMB
DMB alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | DMB vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | DMB vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | DMB vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | DMB vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | DMB vs GQEIX |
Other Mutual Funds from Dimensional Fund Advisors
Most popular Dimensional Fund Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dimensional High Yield Fund | High Yield Bonds | 12 | -0.19% | Jan 1, 2013 | DMB vs DHF | |
| Dimensional High Yield Equity Fund | Dividend | 3 | -2.71% | Jan 1, 2013 | DMB vs DHY | |
| Dimensional Multi-Asset Fund | Global Allocation | 12 | 0.42% | Dec 11, 2009 | DMB vs DMO | |
| Dimensional Financial Leaders Fund | Large Cap Value Equities | 20 | -1.71% | May 23, 2013 | DMB vs DFP | |
| Dimensional International Core Equity Fund | International Equity | 13 | -5.70% | Jan 1, 2013 | DMB vs DIAX | |
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | 31 | -1.40% | Jan 1, 2013 | DMB vs DSM | |
| Dimensional Managed Account Fund | Diversified Portfolio | 20 | -5.96% | Mar 16, 2012 | DMB vs DMA |
Often Compared With DMB
What investors most often compare with DMB, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan US Equity Fund Class I | Large Cap Blend Equities | 20 | -10.35% | — | DMB vs JUESX | |
| JPMorgan Research Enhanced Equity Fund Class R6 | Large Cap Blend Equities | 21 | -13.38% | Mar 31, 2016 | DMB vs AGRDX | |
| American Funds Fundamental Investors® Class F-3 | Large Cap Blend Equities | 71 | -6.06% | Aug 1, 2008 | DMB vs FUNFX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | DMB vs PAGDX | |
| Catholic Responsible Investments Equity Index Fund | Large Cap Blend Equities | 39 | -7.19% | Dec 2, 2021 | DMB vs CRQSX |
Compare DMB with Any Fund or Stock
Compare DMB with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.