Correlation
The correlation between AGVHX and DGEIX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
AGVHX vs. DGEIX
Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and DFA Global Equity Portfolio Institutional Class (DGEIX).
AGVHX is managed by American Funds. It was launched on Mar 31, 2011. DGEIX is managed by Dimensional Fund Advisors LP. It was launched on Dec 24, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGVHX or DGEIX.
Performance
AGVHX vs. DGEIX - Performance Comparison
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Key characteristics
AGVHX:
0.90
DGEIX:
0.51
AGVHX:
1.19
DGEIX:
0.75
AGVHX:
1.17
DGEIX:
1.11
AGVHX:
0.87
DGEIX:
0.43
AGVHX:
3.97
DGEIX:
1.59
AGVHX:
3.12%
DGEIX:
4.95%
AGVHX:
15.29%
DGEIX:
17.65%
AGVHX:
-29.73%
DGEIX:
-60.58%
AGVHX:
-0.23%
DGEIX:
-3.06%
Returns By Period
In the year-to-date period, AGVHX achieves a 9.06% return, which is significantly higher than DGEIX's 3.51% return.
AGVHX
9.06%
5.89%
5.93%
12.73%
11.54%
11.19%
N/A
DGEIX
3.51%
5.50%
-2.61%
8.00%
8.59%
12.12%
8.12%
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AGVHX vs. DGEIX - Expense Ratio Comparison
AGVHX has a 0.47% expense ratio, which is higher than DGEIX's 0.25% expense ratio.
Risk-Adjusted Performance
AGVHX vs. DGEIX — Risk-Adjusted Performance Rank
AGVHX
DGEIX
AGVHX vs. DGEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and DFA Global Equity Portfolio Institutional Class (DGEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AGVHX vs. DGEIX - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.17%, less than DGEIX's 3.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.17% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGEIX DFA Global Equity Portfolio Institutional Class | 3.56% | 3.64% | 3.81% | 4.92% | 4.31% | 2.37% | 2.22% | 2.62% | 2.15% | 1.91% | 1.99% | 1.88% |
Drawdowns
AGVHX vs. DGEIX - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum DGEIX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for AGVHX and DGEIX.
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Volatility
AGVHX vs. DGEIX - Volatility Comparison
The current volatility for American Funds Global Insight Fund (AGVHX) is 3.41%, while DFA Global Equity Portfolio Institutional Class (DGEIX) has a volatility of 4.05%. This indicates that AGVHX experiences smaller price fluctuations and is considered to be less risky than DGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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