DAABX vs. FCPVX

In the year-to-date period, DAABX achieves a -3.52% return, which is significantly lower than FCPVX's -2.70% return.

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DAABX has a 0.36% expense ratio, which is lower than FCPVX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Sustainability Targeted Value Portfolio (DAABX) and Fidelity Small Cap Value Fund (FCPVX). 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 DAABX Sharpe Ratio is 0.14, which is higher than the FCPVX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of DAABX and FCPVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DAABX's dividend yield for the trailing twelve months is around 1.25%, more than FCPVX's 0.62% yield.

The maximum DAABX drawdown since its inception was -25.84%, smaller than the maximum FCPVX drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for DAABX and FCPVX. For additional features, visit the drawdowns tool.

DFA U.S. Sustainability Targeted Value Portfolio (DAABX) and Fidelity Small Cap Value Fund (FCPVX) have volatilities of 6.38% and 6.15%, 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.