BSCMX vs. DEVLX
Compare and contrast key facts about Brandes Small Cap Value Fund (BSCMX) and Delaware Small Cap Value Fund (DEVLX).
BSCMX is managed by Brandes. It was launched on Jan 2, 2018. DEVLX is managed by Delaware Funds. It was launched on Jun 24, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCMX or DEVLX.
Key characteristics
| BSCMX | DEVLX | |
|---|---|---|
| YTD Return | 6.33% | 0.61% |
| 1Y Return | 21.62% | 15.32% |
| 3Y Return (Ann) | 9.60% | 0.98% |
| 5Y Return (Ann) | 14.09% | 6.51% |
| Sharpe Ratio | 1.42 | 0.68 |
| Daily Std Dev | 15.65% | 22.10% |
| Max Drawdown | -38.12% | -60.08% |
| Current Drawdown | -5.62% | -6.52% |
Correlation
The correlation between BSCMX and DEVLX is 0.89, 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
BSCMX vs. DEVLX - Performance Comparison
In the year-to-date period, BSCMX achieves a 6.33% return, which is significantly higher than DEVLX's 0.61% 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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BSCMX vs. DEVLX - Expense Ratio Comparison
BSCMX has a 0.91% expense ratio, which is lower than DEVLX's 1.11% expense ratio.
Risk-Adjusted Performance
BSCMX vs. DEVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes Small Cap Value Fund (BSCMX) and Delaware Small Cap Value Fund (DEVLX). 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
BSCMX vs. DEVLX - Dividend Comparison
BSCMX's dividend yield for the trailing twelve months is around 2.75%, less than DEVLX's 8.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCMX Brandes Small Cap Value Fund | 2.75% | 3.50% | 2.93% | 4.38% | 1.76% | 1.11% | 9.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DEVLX Delaware Small Cap Value Fund | 8.89% | 8.94% | 4.37% | 4.43% | 0.68% | 4.29% | 8.80% | 1.34% | 0.52% | 7.01% | 5.32% | 2.20% |
Drawdowns
BSCMX vs. DEVLX - Drawdown Comparison
The maximum BSCMX drawdown since its inception was -38.12%, smaller than the maximum DEVLX drawdown of -60.08%. Use the drawdown chart below to compare losses from any high point for BSCMX and DEVLX. For additional features, visit the drawdowns tool.
Volatility
BSCMX vs. DEVLX - Volatility Comparison
Brandes Small Cap Value Fund (BSCMX) and Delaware Small Cap Value Fund (DEVLX) have volatilities of 4.74% and 4.71%, 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.