DFALX vs. FNIDX

In the year-to-date period, DFALX achieves a 14.62% return, which is significantly higher than FNIDX's 11.66% return.

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DFALX has a 0.18% expense ratio, which is lower than FNIDX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for DFA Large Cap International Portfolio (DFALX) and Fidelity International Sustainability Index Fd (FNIDX). 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 DFALX Sharpe Ratio is 0.71, which is comparable to the FNIDX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of DFALX and FNIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFALX's dividend yield for the trailing twelve months is around 2.80%, more than FNIDX's 2.10% yield.

The maximum DFALX drawdown since its inception was -60.14%, which is greater than FNIDX's maximum drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for DFALX and FNIDX. For additional features, visit the drawdowns tool.

The current volatility for DFA Large Cap International Portfolio (DFALX) is 2.93%, while Fidelity International Sustainability Index Fd (FNIDX) has a volatility of 3.15%. This indicates that DFALX experiences smaller price fluctuations and is considered to be less risky than FNIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.