Correlation
The correlation between BILDX and DFAPX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BILDX vs. DFAPX
Compare and contrast key facts about DoubleLine Infrastructure Income Fund (BILDX) and DFA Investment Grade Portfolio (DFAPX).
BILDX is managed by DoubleLine. It was launched on Apr 1, 2016. DFAPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 7, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BILDX or DFAPX.
Performance
BILDX vs. DFAPX - Performance Comparison
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Key characteristics
BILDX:
1.66
DFAPX:
1.09
BILDX:
2.22
DFAPX:
1.37
BILDX:
1.27
DFAPX:
1.16
BILDX:
1.21
DFAPX:
0.44
BILDX:
5.05
DFAPX:
2.50
BILDX:
1.30%
DFAPX:
1.91%
BILDX:
4.34%
DFAPX:
5.14%
BILDX:
-15.68%
DFAPX:
-19.45%
BILDX:
-0.54%
DFAPX:
-6.04%
Returns By Period
The year-to-date returns for both stocks are quite close, with BILDX having a 2.38% return and DFAPX slightly lower at 2.32%.
BILDX
2.38%
0.03%
1.35%
7.13%
3.58%
1.85%
N/A
DFAPX
2.32%
-0.69%
0.86%
5.52%
2.05%
-0.69%
1.79%
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BILDX vs. DFAPX - Expense Ratio Comparison
BILDX has a 0.57% expense ratio, which is higher than DFAPX's 0.20% expense ratio.
Risk-Adjusted Performance
BILDX vs. DFAPX — Risk-Adjusted Performance Rank
BILDX
DFAPX
BILDX vs. DFAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Infrastructure Income Fund (BILDX) and DFA Investment Grade Portfolio (DFAPX). 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
BILDX vs. DFAPX - Dividend Comparison
BILDX's dividend yield for the trailing twelve months is around 4.18%, more than DFAPX's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILDX DoubleLine Infrastructure Income Fund | 4.18% | 4.09% | 3.42% | 3.33% | 3.45% | 2.89% | 3.40% | 3.19% | 3.24% | 1.79% | 0.00% | 0.00% |
DFAPX DFA Investment Grade Portfolio | 3.69% | 3.80% | 3.31% | 2.62% | 2.76% | 2.14% | 2.73% | 2.67% | 2.22% | 2.12% | 2.46% | 2.42% |
Drawdowns
BILDX vs. DFAPX - Drawdown Comparison
The maximum BILDX drawdown since its inception was -15.68%, smaller than the maximum DFAPX drawdown of -19.45%. Use the drawdown chart below to compare losses from any high point for BILDX and DFAPX.
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Volatility
BILDX vs. DFAPX - Volatility Comparison
The current volatility for DoubleLine Infrastructure Income Fund (BILDX) is 1.09%, while DFA Investment Grade Portfolio (DFAPX) has a volatility of 1.44%. This indicates that BILDX experiences smaller price fluctuations and is considered to be less risky than DFAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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