DALCX vs. ARFFX
Compare and contrast key facts about Dean Mid Cap Value Fund (DALCX) and Ariel Focus Fund (ARFFX).
DALCX is managed by Dean Fund. It was launched on May 28, 1997. ARFFX is managed by Ariel Investments. It was launched on Jun 30, 2005.
Performance
DALCX vs. ARFFX - Performance Comparison
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DALCX vs. ARFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DALCX Dean Mid Cap Value Fund | 3.48% | 9.49% | 16.50% | 12.82% | -4.68% | 28.25% | -2.05% | 26.96% | -11.07% | 15.11% |
ARFFX Ariel Focus Fund | 5.40% | 21.00% | 13.39% | 6.98% | -9.12% | 21.14% | 6.90% | 25.62% | -13.23% | 15.01% |
Returns By Period
In the year-to-date period, DALCX achieves a 3.48% return, which is significantly lower than ARFFX's 5.40% return. Both investments have delivered pretty close results over the past 10 years, with DALCX having a 10.10% annualized return and ARFFX not far ahead at 10.52%.
DALCX
- 1D
- -0.40%
- 1M
- -8.46%
- YTD
- 3.48%
- 6M
- 4.87%
- 1Y
- 11.85%
- 3Y*
- 13.41%
- 5Y*
- 10.05%
- 10Y*
- 10.10%
ARFFX
- 1D
- -0.49%
- 1M
- -6.62%
- YTD
- 5.40%
- 6M
- 4.90%
- 1Y
- 32.69%
- 3Y*
- 15.52%
- 5Y*
- 7.90%
- 10Y*
- 10.52%
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DALCX vs. ARFFX - Expense Ratio Comparison
DALCX has a 0.85% expense ratio, which is lower than ARFFX's 1.00% expense ratio.
Return for Risk
DALCX vs. ARFFX — Risk / Return Rank
DALCX
ARFFX
DALCX vs. ARFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dean Mid Cap Value Fund (DALCX) and Ariel Focus Fund (ARFFX). 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.
| DALCX | ARFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.74 | -0.95 |
Sortino ratioReturn per unit of downside risk | 1.20 | 2.38 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.36 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.18 | -1.18 |
Martin ratioReturn relative to average drawdown | 3.74 | 8.48 | -4.73 |
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
| DALCX | ARFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.74 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.43 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.53 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.35 | +0.22 |
Correlation
The correlation between DALCX and ARFFX is 0.90, 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
DALCX vs. ARFFX - Dividend Comparison
DALCX's dividend yield for the trailing twelve months is around 5.96%, less than ARFFX's 12.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DALCX Dean Mid Cap Value Fund | 5.96% | 6.17% | 7.23% | 5.42% | 5.38% | 5.42% | 0.88% | 8.28% | 3.50% | 2.61% | 0.43% | 0.14% |
ARFFX Ariel Focus Fund | 12.03% | 12.68% | 2.27% | 3.33% | 8.30% | 3.30% | 2.41% | 1.03% | 7.61% | 5.76% | 1.04% | 13.91% |
Drawdowns
DALCX vs. ARFFX - Drawdown Comparison
The maximum DALCX drawdown since its inception was -41.99%, smaller than the maximum ARFFX drawdown of -57.66%. Use the drawdown chart below to compare losses from any high point for DALCX and ARFFX.
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Drawdown Indicators
| DALCX | ARFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.99% | -57.66% | +15.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.54% | -14.20% | +2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -15.64% | -24.50% | +8.86% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -43.22% | +1.23% |
Current DrawdownCurrent decline from peak | -8.64% | -6.95% | -1.69% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -9.50% | +5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 3.65% | -0.57% |
Volatility
DALCX vs. ARFFX - Volatility Comparison
Dean Mid Cap Value Fund (DALCX) has a higher volatility of 4.50% compared to Ariel Focus Fund (ARFFX) at 3.91%. This indicates that DALCX's price experiences larger fluctuations and is considered to be riskier than ARFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DALCX | ARFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 3.91% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.29% | 10.13% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 19.23% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.10% | 18.60% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 19.88% | -2.12% |