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.
Key characteristics
| AGVHX | DGEIX | |
|---|---|---|
| YTD Return | 4.38% | 5.04% |
| 1Y Return | 13.62% | 19.35% |
| 3Y Return (Ann) | 3.62% | 5.25% |
| Sharpe Ratio | 1.46 | 1.84 |
| Daily Std Dev | 10.25% | 11.58% |
| Max Drawdown | -29.73% | -59.77% |
| Current Drawdown | -1.97% | -2.86% |
Correlation
The correlation between AGVHX and DGEIX is 0.93, 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.
Performance
AGVHX vs. DGEIX - Performance Comparison
In the year-to-date period, AGVHX achieves a 4.38% return, which is significantly lower than DGEIX's 5.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
AGVHX vs. DGEIX - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.46%, less than DGEIX's 3.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.46% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGEIX DFA Global Equity Portfolio Institutional Class | 3.64% | 3.82% | 4.92% | 4.31% | 2.37% | 2.22% | 2.62% | 2.15% | 1.90% | 1.98% | 1.88% | 1.70% |
Drawdowns
AGVHX vs. DGEIX - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum DGEIX drawdown of -59.77%. Use the drawdown chart below to compare losses from any high point for AGVHX and DGEIX. For additional features, visit the drawdowns tool.
Volatility
AGVHX vs. DGEIX - Volatility Comparison
American Funds Global Insight Fund (AGVHX) and DFA Global Equity Portfolio Institutional Class (DGEIX) have volatilities of 3.20% and 3.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.