DFA NY Municipal Bond Portfolio (DNYMX) Alternatives
DFA NY Municipal Bond Portfolio (DNYMX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DNYMX. 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 DNYMX
DNYMX charges 0.25% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among DNYMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | DNYMX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | DNYMX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | DNYMX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | DNYMX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | DNYMX vs FMBIX |
Best Risk-Adjusted Alternatives to DNYMX
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | DNYMX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | DNYMX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | DNYMX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | DNYMX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | DNYMX vs USMTX |
Top Performing DNYMX Alternatives (YTD)
DNYMX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 5.52% | Apr 20, 1998 | DNYMX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.94% | Mar 18, 1993 | DNYMX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 4.26% | Nov 21, 2002 | DNYMX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 3.67% | Oct 30, 1992 | DNYMX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.14% | Feb 21, 1991 | DNYMX vs NQP |
Lowest Volatility Alternatives to DNYMX
DNYMX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | DNYMX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | DNYMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | DNYMX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | DNYMX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | DNYMX vs BATVX |
Lowest Drawdown Alternatives to DNYMX
DNYMX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | DNYMX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | DNYMX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | DNYMX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | DNYMX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | DNYMX vs FHMIX |
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Often Compared With DNYMX
What investors most often compare with DNYMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares New York Muni Bond ETF | Municipal Bonds | 47 | 0.08% | Oct 4, 2007 | DNYMX vs NYF | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 93 | 1.09% | Oct 31, 2017 | DNYMX vs DCARX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 37 | -0.10% | Dec 27, 2017 | DNYMX vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 92 | 1.10% | Nov 3, 2014 | DNYMX vs DMREX |
Compare DNYMX with Any Fund or Stock
Compare DNYMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.