DBLFX vs. VFIAX
Compare and contrast key facts about DoubleLine Core Fixed Income Fund (DBLFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
DBLFX is managed by DoubleLine. It was launched on Jun 1, 2010. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DBLFX or VFIAX.
Key characteristics
| DBLFX | VFIAX | |
|---|---|---|
| YTD Return | -0.30% | 11.64% |
| 1Y Return | 2.66% | 29.30% |
| 3Y Return (Ann) | -2.27% | 10.03% |
| 5Y Return (Ann) | 0.29% | 14.98% |
| 10Y Return (Ann) | 1.68% | 12.94% |
| Sharpe Ratio | 0.39 | 2.66 |
| Daily Std Dev | 6.19% | 11.60% |
| Max Drawdown | -17.09% | -55.20% |
| Current Drawdown | -8.50% | -0.19% |
Correlation
The correlation between DBLFX and VFIAX is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DBLFX vs. VFIAX - Performance Comparison
In the year-to-date period, DBLFX achieves a -0.30% return, which is significantly lower than VFIAX's 11.64% return. Over the past 10 years, DBLFX has underperformed VFIAX with an annualized return of 1.68%, while VFIAX has yielded a comparatively higher 12.94% annualized 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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DBLFX vs. VFIAX - Expense Ratio Comparison
DBLFX has a 0.47% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
DBLFX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Core Fixed Income Fund (DBLFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
DBLFX vs. VFIAX - Dividend Comparison
DBLFX's dividend yield for the trailing twelve months is around 4.89%, more than VFIAX's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBLFX DoubleLine Core Fixed Income Fund | 4.89% | 4.66% | 3.99% | 3.12% | 3.17% | 3.42% | 3.35% | 2.90% | 2.95% | 3.59% | 4.06% | 4.73% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.31% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
DBLFX vs. VFIAX - Drawdown Comparison
The maximum DBLFX drawdown since its inception was -17.09%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DBLFX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
DBLFX vs. VFIAX - Volatility Comparison
The current volatility for DoubleLine Core Fixed Income Fund (DBLFX) is 1.34%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.40%. This indicates that DBLFX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.