DFCFX vs. DGEIX
Compare and contrast key facts about DFA Two-Year Fixed Income Portfolio (DFCFX) and DFA Global Equity Portfolio Institutional Class (DGEIX).
DFCFX is managed by Dimensional Fund Advisors LP. It was launched on Jun 6, 1996. DGEIX is managed by Dimensional Fund Advisors LP. It was launched on Dec 24, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFCFX or DGEIX.
Correlation
The correlation between DFCFX and DGEIX is -0.06. 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
DFCFX vs. DGEIX - Performance Comparison
Key characteristics
DFCFX:
7.95
DGEIX:
1.31
DFCFX:
148.12
DGEIX:
1.80
DFCFX:
98.92
DGEIX:
1.24
DFCFX:
168.38
DGEIX:
2.00
DFCFX:
2,058.75
DGEIX:
5.97
DFCFX:
0.00%
DGEIX:
2.64%
DFCFX:
0.66%
DGEIX:
12.07%
DFCFX:
-4.64%
DGEIX:
-60.58%
DFCFX:
0.00%
DGEIX:
-2.13%
Returns By Period
In the year-to-date period, DFCFX achieves a 0.62% return, which is significantly lower than DGEIX's 4.50% return. Over the past 10 years, DFCFX has underperformed DGEIX with an annualized return of 1.38%, while DGEIX has yielded a comparatively higher 8.43% annualized return.
DFCFX
0.62%
0.31%
2.39%
5.21%
1.46%
1.38%
DGEIX
4.50%
1.20%
4.97%
15.99%
9.34%
8.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFCFX vs. DGEIX - Expense Ratio Comparison
DFCFX has a 0.21% expense ratio, which is lower than DGEIX's 0.25% 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%.
Risk-Adjusted Performance
DFCFX vs. DGEIX — Risk-Adjusted Performance Rank
DFCFX
DGEIX
DFCFX vs. DGEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Two-Year Fixed Income Portfolio (DFCFX) and DFA Global Equity Portfolio Institutional Class (DGEIX). 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
DFCFX vs. DGEIX - Dividend Comparison
DFCFX's dividend yield for the trailing twelve months is around 4.87%, more than DGEIX's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFCFX DFA Two-Year Fixed Income Portfolio | 4.87% | 4.90% | 3.43% | 1.32% | 0.02% | 0.66% | 2.23% | 1.86% | 1.22% | 0.79% | 0.49% | 0.20% |
DGEIX DFA Global Equity Portfolio Institutional Class | 1.64% | 1.71% | 1.97% | 1.89% | 1.67% | 1.44% | 1.73% | 1.99% | 1.83% | 1.91% | 1.99% | 1.88% |
Drawdowns
DFCFX vs. DGEIX - Drawdown Comparison
The maximum DFCFX drawdown since its inception was -4.64%, smaller than the maximum DGEIX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for DFCFX and DGEIX. For additional features, visit the drawdowns tool.
Volatility
DFCFX vs. DGEIX - Volatility Comparison
The current volatility for DFA Two-Year Fixed Income Portfolio (DFCFX) is 0.17%, while DFA Global Equity Portfolio Institutional Class (DGEIX) has a volatility of 2.77%. This indicates that DFCFX experiences smaller price fluctuations and is considered to be less risky than DGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.