BISAX vs. DISVX

In the year-to-date period, BISAX achieves a 18.98% return, which is significantly higher than DISVX's 17.52% return. Over the past 10 years, BISAX has outperformed DISVX with an annualized return of 7.52%, while DISVX has yielded a comparatively lower 4.75% annualized return.

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BISAX has a 1.36% expense ratio, which is higher than DISVX's 0.46% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brandes International Small Cap Equity Fund (BISAX) and DFA International Small Cap Value Portfolio (DISVX). 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.

The current BISAX Sharpe Ratio is 2.19, which is higher than the DISVX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of BISAX and DISVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BISAX's dividend yield for the trailing twelve months is around 2.58%, less than DISVX's 3.22% yield.

The maximum BISAX drawdown since its inception was -48.87%, smaller than the maximum DISVX drawdown of -63.79%. Use the drawdown chart below to compare losses from any high point for BISAX and DISVX. For additional features, visit the drawdowns tool.

The current volatility for Brandes International Small Cap Equity Fund (BISAX) is 2.71%, while DFA International Small Cap Value Portfolio (DISVX) has a volatility of 3.37%. This indicates that BISAX experiences smaller price fluctuations and is considered to be less risky than DISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.