DFA Social Fixed Income Portfolio (DSFIX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DSFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DSFIX
DSFIX charges 0.21% annually. There are 19 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | DSFIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | DSFIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | DSFIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | DSFIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | DSFIX vs WFBIX |
Best Risk-Adjusted Alternatives to DSFIX
DSFIX has a PortfoliosLab risk / return rank of 20. There are 39 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | DSFIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | DSFIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | DSFIX vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | DSFIX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | DSFIX vs DFXIX |
Top Performing DSFIX Alternatives (YTD)
DSFIX is at 0.30% YTD. There are 16 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | DSFIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | DSFIX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | DSFIX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | DSFIX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.76% | — | May 2023 | DSFIX vs FSMOX |
Lowest Volatility Alternatives to DSFIX
DSFIX has 3.92% 1-year volatility. There are 63 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | DSFIX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | DSFIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | DSFIX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | DSFIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | DSFIX vs JIBEX |
Lowest Drawdown Alternatives to DSFIX
DSFIX has a 1-year max drawdown of -2.66%. There are 14 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | DSFIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | DSFIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | DSFIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | DSFIX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | DSFIX vs FTHRX |
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 $42B.
Often Compared With DSFIX
Investors most often compare DSFIX with DUTMX, JLGMX, ETIMX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare DSFIX with Any Fund or Stock
Compare DSFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSFIX with funds that move differently
DFA Social Fixed Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSFIX.
Explore DSFIX Diversifiers