DFFVX vs. VEXRX

In the year-to-date period, DFFVX achieves a -4.12% return, which is significantly higher than VEXRX's -4.48% return. Over the past 10 years, DFFVX has outperformed VEXRX with an annualized return of 5.02%, while VEXRX has yielded a comparatively lower 1.50% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Both DFFVX and VEXRX have an expense ratio of 0.29%.

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Targeted Value Portfolio (DFFVX) and Vanguard Explorer Fund Admiral Shares (VEXRX). 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 DFFVX Sharpe Ratio is 0.03, which is higher than the VEXRX Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of DFFVX and VEXRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFFVX's dividend yield for the trailing twelve months is around 1.58%, less than VEXRX's 6.95% yield.

The maximum DFFVX drawdown since its inception was -65.13%, which is greater than VEXRX's maximum drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for DFFVX and VEXRX. For additional features, visit the drawdowns tool.

DFA U.S. Targeted Value Portfolio (DFFVX) and Vanguard Explorer Fund Admiral Shares (VEXRX) have volatilities of 6.39% and 6.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.