DFEOX vs. DFIEX

In the year-to-date period, DFEOX achieves a -0.46% return, which is significantly lower than DFIEX's 13.60% return. Over the past 10 years, DFEOX has outperformed DFIEX with an annualized return of 10.41%, while DFIEX has yielded a comparatively lower 5.91% annualized return.

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DFEOX has a 0.14% expense ratio, which is lower than DFIEX's 0.24% 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 US Core Equity 1 Portfolio I (DFEOX) and DFA International Core Equity Portfolio I (DFIEX). 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 DFEOX Sharpe Ratio is 0.53, which is comparable to the DFIEX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of DFEOX and DFIEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFEOX's dividend yield for the trailing twelve months is around 1.16%, less than DFIEX's 3.08% yield.

The maximum DFEOX drawdown since its inception was -56.77%, smaller than the maximum DFIEX drawdown of -62.64%. Use the drawdown chart below to compare losses from any high point for DFEOX and DFIEX. For additional features, visit the drawdowns tool.

DFA US Core Equity 1 Portfolio I (DFEOX) has a higher volatility of 6.12% compared to DFA International Core Equity Portfolio I (DFIEX) at 3.33%. This indicates that DFEOX's price experiences larger fluctuations and is considered to be riskier than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.