DFEQX vs. PRWBX
Compare and contrast key facts about DFA Short-Term Extended Quality Portfolio (DFEQX) and T. Rowe Price Short-Term Bond Fund (PRWBX).
DFEQX is managed by Dimensional Fund Advisors LP. It was launched on Mar 4, 2009. PRWBX is managed by T. Rowe Price. It was launched on Mar 2, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFEQX or PRWBX.
Correlation
The correlation between DFEQX and PRWBX is -0.16. 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
DFEQX vs. PRWBX - Performance Comparison
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Key characteristics
DFEQX:
0.00
PRWBX:
6.09
DFEQX:
0.00%
PRWBX:
0.34%
DFEQX:
0.00%
PRWBX:
2.48%
DFEQX:
-2.10%
PRWBX:
-6.29%
DFEQX:
-0.00%
PRWBX:
-0.65%
Returns By Period
DFEQX
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
PRWBX
1.25%
0.22%
1.93%
5.48%
2.33%
2.15%
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DFEQX vs. PRWBX - Expense Ratio Comparison
DFEQX has a 0.19% expense ratio, which is lower than PRWBX's 0.43% expense ratio.
Risk-Adjusted Performance
DFEQX vs. PRWBX — Risk-Adjusted Performance Rank
DFEQX
PRWBX
DFEQX vs. PRWBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Short-Term Extended Quality Portfolio (DFEQX) and T. Rowe Price Short-Term Bond Fund (PRWBX). 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
DFEQX vs. PRWBX - Dividend Comparison
DFEQX has not paid dividends to shareholders, while PRWBX's dividend yield for the trailing twelve months is around 3.80%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFEQX DFA Short-Term Extended Quality Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRWBX T. Rowe Price Short-Term Bond Fund | 3.80% | 4.05% | 3.15% | 2.39% | 2.25% | 2.11% | 2.51% | 2.40% | 2.03% | 1.57% | 1.49% | 1.43% |
Drawdowns
DFEQX vs. PRWBX - Drawdown Comparison
The maximum DFEQX drawdown since its inception was -2.10%, smaller than the maximum PRWBX drawdown of -6.29%. Use the drawdown chart below to compare losses from any high point for DFEQX and PRWBX. For additional features, visit the drawdowns tool.
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Volatility
DFEQX vs. PRWBX - Volatility Comparison
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