DFEOX vs. FXAIX

In the year-to-date period, DFEOX achieves a 1.33% return, which is significantly higher than FXAIX's 0.61% return. Over the past 10 years, DFEOX has underperformed FXAIX with an annualized return of 10.55%, while FXAIX has yielded a comparatively higher 12.55% annualized return.

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DFEOX has a 0.14% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, 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 Fidelity 500 Index Fund (FXAIX). 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 0.56, which is comparable to the FXAIX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of DFEOX and FXAIX, 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 1.14%, less than FXAIX's 1.55% yield.

The maximum DFEOX drawdown since its inception was -56.77%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DFEOX and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for DFA US Core Equity 1 Portfolio I (DFEOX) is 5.40%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.18%. This indicates that DFEOX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.