ALSMX vs. DFIEX
Compare and contrast key facts about Archer Multi Cap Fund (ALSMX) and DFA International Core Equity Portfolio I (DFIEX).
ALSMX is managed by Archer. It was launched on Dec 31, 2019. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
ALSMX vs. DFIEX - Performance Comparison
Loading graphics...
ALSMX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 5.65% | 11.47% | 21.78% | 25.14% | -20.12% | 16.58% | 16.01% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% |
Returns By Period
In the year-to-date period, ALSMX achieves a 5.65% return, which is significantly higher than DFIEX's 2.80% return.
ALSMX
- 1D
- 3.99%
- 1M
- -5.81%
- YTD
- 5.65%
- 6M
- 5.96%
- 1Y
- 26.53%
- 3Y*
- 19.91%
- 5Y*
- 9.76%
- 10Y*
- —
DFIEX
- 1D
- 3.02%
- 1M
- -6.42%
- YTD
- 2.80%
- 6M
- 8.00%
- 1Y
- 30.46%
- 3Y*
- 16.74%
- 5Y*
- 9.40%
- 10Y*
- 9.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ALSMX vs. DFIEX - Expense Ratio Comparison
ALSMX has a 0.96% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
ALSMX vs. DFIEX — Risk / Return Rank
ALSMX
DFIEX
ALSMX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Multi Cap Fund (ALSMX) and DFA International Core Equity Portfolio I (DFIEX). 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.
| ALSMX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.95 | -0.56 |
Sortino ratioReturn per unit of downside risk | 2.03 | 2.55 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.39 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.57 | -0.18 |
Martin ratioReturn relative to average drawdown | 10.33 | 10.07 | +0.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ALSMX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.95 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.60 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.35 | -0.34 |
Correlation
The correlation between ALSMX and DFIEX is 0.75, 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.
Dividends
ALSMX vs. DFIEX - Dividend Comparison
ALSMX's dividend yield for the trailing twelve months is around 6.78%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 6.78% | 7.16% | 3.62% | 0.46% | 7.12% | 1.62% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFIEX DFA International Core Equity Portfolio I | 3.14% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
ALSMX vs. DFIEX - Drawdown Comparison
The maximum ALSMX drawdown since its inception was -97.87%, which is greater than DFIEX's maximum drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for ALSMX and DFIEX.
Loading graphics...
Drawdown Indicators
| ALSMX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.87% | -62.22% | -35.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -11.01% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -97.87% | -28.66% | -69.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.04% | — |
Current DrawdownCurrent decline from peak | -96.99% | -7.75% | -89.24% |
Average DrawdownAverage peak-to-trough decline | -26.29% | -12.26% | -14.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.81% | -0.11% |
Volatility
ALSMX vs. DFIEX - Volatility Comparison
Archer Multi Cap Fund (ALSMX) has a higher volatility of 8.52% compared to DFA International Core Equity Portfolio I (DFIEX) at 7.09%. This indicates that ALSMX's price experiences larger fluctuations and is considered to be riskier than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ALSMX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.52% | 7.09% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.71% | 10.45% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.67% | 15.90% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,942.09% | 15.65% | +1,926.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,738.48% | 16.35% | +1,722.13% |