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 21 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 | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | DSFIX vs VBMPX | |
| 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 |
Best Risk-Adjusted Alternatives to DSFIX
DSFIX has a PortfoliosLab risk / return rank of 18. There are 66 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | DSFIX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | DSFIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | DSFIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | DSFIX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | DSFIX vs MCDWX |
Top Performing DSFIX Alternatives (YTD)
DSFIX is at -0.27% YTD. There are 22 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | DSFIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | DSFIX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | DSFIX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | DSFIX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | DSFIX vs FSMOX |
Lowest Volatility Alternatives to DSFIX
DSFIX has 3.87% 1-year volatility. There are 61 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | DSFIX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | DSFIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | DSFIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | DSFIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | DSFIX vs DFXIX |
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 | -2.08% | — | 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 $43B.
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