CDGIX vs. DFIEX
Compare and contrast key facts about Crawford Large Cap Dividend Fund (CDGIX) and DFA International Core Equity Portfolio I (DFIEX).
CDGIX is managed by Crawford. It was launched on Jan 5, 2004. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
CDGIX vs. DFIEX - Performance Comparison
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CDGIX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDGIX Crawford Large Cap Dividend Fund | -4.18% | 12.21% | 11.31% | 7.23% | -7.42% | 21.90% | 7.33% | 28.61% | -3.97% | 14.10% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
Returns By Period
In the year-to-date period, CDGIX achieves a -4.18% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, CDGIX has underperformed DFIEX with an annualized return of 9.17%, while DFIEX has yielded a comparatively higher 9.64% annualized return.
CDGIX
- 1D
- 1.28%
- 1M
- -6.33%
- YTD
- -4.18%
- 6M
- -3.31%
- 1Y
- 4.70%
- 3Y*
- 8.65%
- 5Y*
- 6.18%
- 10Y*
- 9.17%
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%
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CDGIX vs. DFIEX - Expense Ratio Comparison
CDGIX has a 0.89% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
CDGIX vs. DFIEX — Risk / Return Rank
CDGIX
DFIEX
CDGIX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crawford Large Cap Dividend Fund (CDGIX) 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.
| CDGIX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 1.95 | -1.65 |
Sortino ratioReturn per unit of downside risk | 0.53 | 2.55 | -2.02 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.39 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 2.57 | -2.06 |
Martin ratioReturn relative to average drawdown | 2.05 | 10.07 | -8.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CDGIX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 1.95 | -1.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.60 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.59 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.35 | +0.05 |
Correlation
The correlation between CDGIX and DFIEX is 0.76, 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
CDGIX vs. DFIEX - Dividend Comparison
CDGIX's dividend yield for the trailing twelve months is around 5.86%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDGIX Crawford Large Cap Dividend Fund | 5.86% | 5.93% | 6.81% | 4.50% | 3.25% | 3.65% | 6.97% | 1.51% | 3.89% | 7.15% | 13.62% | 20.00% |
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
CDGIX vs. DFIEX - Drawdown Comparison
The maximum CDGIX drawdown since its inception was -48.46%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for CDGIX and DFIEX.
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Drawdown Indicators
| CDGIX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.46% | -62.22% | +13.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.51% | -11.01% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -19.11% | -28.66% | +9.55% |
Max Drawdown (10Y)Largest decline over 10 years | -34.30% | -41.04% | +6.74% |
Current DrawdownCurrent decline from peak | -7.06% | -7.75% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -12.26% | +5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.81% | -0.18% |
Volatility
CDGIX vs. DFIEX - Volatility Comparison
The current volatility for Crawford Large Cap Dividend Fund (CDGIX) is 3.80%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that CDGIX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDGIX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 7.09% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.23% | 10.45% | -3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.04% | 15.90% | -1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.72% | 15.65% | -1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 16.35% | +0.04% |