DFAX vs. OTCAX

In the year-to-date period, DFAX achieves a 3.53% return, which is significantly lower than OTCAX's 6.92% return.

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DFAX has a 0.30% expense ratio, which is lower than OTCAX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Dimensional World ex US Core Equity 2 ETF (DFAX) and MFS Mid Cap Growth Fund (OTCAX). 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 DFAX Sharpe Ratio is 0.42, which is comparable to the OTCAX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of DFAX and OTCAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFAX's dividend yield for the trailing twelve months is around 2.04%, while OTCAX has not paid dividends to shareholders.

The maximum DFAX drawdown since its inception was -28.15%, smaller than the maximum OTCAX drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for DFAX and OTCAX. For additional features, visit the drawdowns tool.

The current volatility for Dimensional World ex US Core Equity 2 ETF (DFAX) is 3.57%, while MFS Mid Cap Growth Fund (OTCAX) has a volatility of 9.52%. This indicates that DFAX experiences smaller price fluctuations and is considered to be less risky than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.