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 a closer substitute for your current allocation.
Cheapest Alternatives to DMB
DMB charges 0.03% annually. There are 17 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DMB vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DMB vs VSTSX | |
| Eaton Vance Enhanced Equity Income Fund | 0.01% | — | Oct 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 2016 | DMB vs FLCPX |
Best Risk-Adjusted Alternatives to DMB
DMB has a PortfoliosLab risk / return rank of 43. There are 275 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | DMB vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | DMB vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | DMB vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | DMB vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | DMB vs VPMAX |
Top Performing DMB Alternatives (YTD)
DMB is at 2.57% YTD. There are 383 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | DMB vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | DMB vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | DMB vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | DMB vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | DMB vs VPMAX |
Lowest Volatility Alternatives to DMB
DMB has 9.11% 1-year volatility. There are 6 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | DMB vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | DMB vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | DMB vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | DMB vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | DMB vs JEPIX |
Lowest Drawdown Alternatives to DMB
DMB has a 1-year max drawdown of -8.00%. There are 45 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | DMB vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DMB vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DMB vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DMB vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DMB vs QUERX |
Other Mutual Funds from Dimensional Fund Advisors
The 6 most viewed Dimensional Fund Advisors mutual funds shown here include DMO, DHF, DHY and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dimensional Multi-Asset Fund | Global Allocation | 4 | 3.41% | — | Dec 2009 | DMB vs DMO | |
| Dimensional High Yield Fund | High Yield Bonds | 4 | 1.49% | — | Jan 2013 | DMB vs DHF | |
| Dimensional High Yield Equity Fund | Dividend | 0 | -8.80% | — | Jan 2013 | DMB vs DHY | |
| Dimensional Financial Leaders Fund | Large Cap Value Equities | 15 | 4.60% | — | May 2013 | DMB vs DFP | |
| Dimensional Managed Account Fund | Diversified Portfolio | 4 | -6.15% | — | Mar 2012 | DMB vs DMA | |
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | 44 | 1.10% | — | Jan 2013 | DMB vs DSM |
Often Compared With DMB
Investors most often compare DMB with AGRDX, JUESX, CRQSX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DMB with Any Fund or Stock
Compare DMB with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DMB with funds that move differently
Dimensional Multi-Blend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DMB.
Explore DMB Diversifiers