Correlation
The correlation between DFAPX and BILDX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
DFAPX vs. BILDX
Compare and contrast key facts about DFA Investment Grade Portfolio (DFAPX) and DoubleLine Infrastructure Income Fund (BILDX).
DFAPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 7, 2011. BILDX is managed by DoubleLine. It was launched on Apr 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAPX or BILDX.
Performance
DFAPX vs. BILDX - Performance Comparison
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Key characteristics
DFAPX:
1.05
BILDX:
1.53
DFAPX:
1.52
BILDX:
2.22
DFAPX:
1.18
BILDX:
1.27
DFAPX:
0.48
BILDX:
1.21
DFAPX:
2.77
BILDX:
5.05
DFAPX:
1.92%
BILDX:
1.30%
DFAPX:
5.12%
BILDX:
4.33%
DFAPX:
-19.45%
BILDX:
-15.68%
DFAPX:
-5.85%
BILDX:
-0.75%
Returns By Period
In the year-to-date period, DFAPX achieves a 2.52% return, which is significantly higher than BILDX's 2.16% return.
DFAPX
2.52%
0.30%
0.76%
4.99%
2.31%
-0.65%
1.85%
BILDX
2.16%
0.65%
0.80%
6.18%
3.57%
1.80%
N/A
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DFAPX vs. BILDX - Expense Ratio Comparison
DFAPX has a 0.20% expense ratio, which is lower than BILDX's 0.57% expense ratio.
Risk-Adjusted Performance
DFAPX vs. BILDX — Risk-Adjusted Performance Rank
DFAPX
BILDX
DFAPX vs. BILDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Investment Grade Portfolio (DFAPX) and DoubleLine Infrastructure Income Fund (BILDX). 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.
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Dividends
DFAPX vs. BILDX - Dividend Comparison
DFAPX's dividend yield for the trailing twelve months is around 3.68%, less than BILDX's 3.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAPX DFA Investment Grade Portfolio | 3.68% | 3.80% | 3.31% | 2.62% | 2.76% | 2.14% | 2.73% | 2.67% | 2.22% | 2.12% | 2.46% | 2.42% |
BILDX DoubleLine Infrastructure Income Fund | 3.86% | 4.11% | 3.42% | 3.32% | 3.45% | 2.89% | 3.40% | 3.18% | 3.22% | 1.76% | 0.00% | 0.00% |
Drawdowns
DFAPX vs. BILDX - Drawdown Comparison
The maximum DFAPX drawdown since its inception was -19.45%, which is greater than BILDX's maximum drawdown of -15.68%. Use the drawdown chart below to compare losses from any high point for DFAPX and BILDX.
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Volatility
DFAPX vs. BILDX - Volatility Comparison
DFA Investment Grade Portfolio (DFAPX) has a higher volatility of 1.46% compared to DoubleLine Infrastructure Income Fund (BILDX) at 1.10%. This indicates that DFAPX's price experiences larger fluctuations and is considered to be riskier than BILDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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