DFGFX vs. DGEIX
Compare and contrast key facts about DFA Two Year Global Fixed Income Portfolio (DFGFX) and DFA Global Equity Portfolio Institutional Class (DGEIX).
DFGFX is managed by Dimensional Fund Advisors LP. It was launched on Feb 8, 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: DFGFX or DGEIX.
Correlation
The correlation between DFGFX 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
DFGFX vs. DGEIX - Performance Comparison
Key characteristics
DFGFX:
8.14
DGEIX:
1.18
DFGFX:
258.38
DGEIX:
1.64
DFGFX:
259.38
DGEIX:
1.22
DFGFX:
264.96
DGEIX:
1.82
DFGFX:
4,206.12
DGEIX:
5.42
DFGFX:
0.00%
DGEIX:
2.65%
DFGFX:
0.64%
DGEIX:
12.18%
DFGFX:
-4.00%
DGEIX:
-60.58%
DFGFX:
0.00%
DGEIX:
-3.68%
Returns By Period
In the year-to-date period, DFGFX achieves a 0.62% return, which is significantly lower than DGEIX's 2.85% return. Over the past 10 years, DFGFX has underperformed DGEIX with an annualized return of 1.54%, while DGEIX has yielded a comparatively higher 8.21% annualized return.
DFGFX
0.62%
0.31%
2.38%
5.14%
1.66%
1.54%
DGEIX
2.85%
-0.54%
1.71%
12.50%
8.99%
8.21%
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DFGFX vs. DGEIX - Expense Ratio Comparison
DFGFX has a 0.16% 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
DFGFX vs. DGEIX — Risk-Adjusted Performance Rank
DFGFX
DGEIX
DFGFX vs. DGEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Two Year Global Fixed Income Portfolio (DFGFX) 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
DFGFX vs. DGEIX - Dividend Comparison
DFGFX's dividend yield for the trailing twelve months is around 4.74%, more than DGEIX's 1.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFGFX DFA Two Year Global Fixed Income Portfolio | 4.74% | 4.77% | 3.19% | 1.17% | 0.23% | 0.57% | 2.23% | 2.20% | 1.54% | 0.85% | 0.02% | 1.50% |
DGEIX DFA Global Equity Portfolio Institutional Class | 1.66% | 1.71% | 1.97% | 1.89% | 1.67% | 1.44% | 1.73% | 1.99% | 1.83% | 1.91% | 1.99% | 1.88% |
Drawdowns
DFGFX vs. DGEIX - Drawdown Comparison
The maximum DFGFX drawdown since its inception was -4.00%, smaller than the maximum DGEIX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for DFGFX and DGEIX. For additional features, visit the drawdowns tool.
Volatility
DFGFX vs. DGEIX - Volatility Comparison
The current volatility for DFA Two Year Global Fixed Income Portfolio (DFGFX) is 0.17%, while DFA Global Equity Portfolio Institutional Class (DGEIX) has a volatility of 3.22%. This indicates that DFGFX 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.