DFIEX vs. VBLAX
Compare and contrast key facts about DFA International Core Equity Portfolio I (DFIEX) and Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX).
DFIEX is managed by Dimensional Fund Advisors LP. It was launched on Sep 15, 2005. VBLAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIEX or VBLAX.
Correlation
The correlation between DFIEX and VBLAX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DFIEX vs. VBLAX - Performance Comparison
Key characteristics
DFIEX:
0.39
VBLAX:
-0.35
DFIEX:
0.61
VBLAX:
-0.40
DFIEX:
1.07
VBLAX:
0.95
DFIEX:
0.49
VBLAX:
-0.12
DFIEX:
1.52
VBLAX:
-0.83
DFIEX:
3.24%
VBLAX:
4.80%
DFIEX:
12.56%
VBLAX:
11.42%
DFIEX:
-62.26%
VBLAX:
-40.12%
DFIEX:
-9.79%
VBLAX:
-31.20%
Returns By Period
In the year-to-date period, DFIEX achieves a 2.17% return, which is significantly higher than VBLAX's -4.14% return.
DFIEX
2.17%
-2.49%
-1.53%
3.32%
5.11%
5.66%
VBLAX
-4.14%
-1.51%
-1.65%
-3.20%
-3.91%
N/A
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DFIEX vs. VBLAX - Expense Ratio Comparison
DFIEX has a 0.24% expense ratio, which is higher than VBLAX's 0.07% 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%.
Risk-Adjusted Performance
DFIEX vs. VBLAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Core Equity Portfolio I (DFIEX) and Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX). 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
DFIEX vs. VBLAX - Dividend Comparison
DFIEX's dividend yield for the trailing twelve months is around 2.41%, less than VBLAX's 4.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIEX DFA International Core Equity Portfolio I | 2.41% | 3.36% | 2.89% | 2.98% | 1.77% | 2.90% | 2.95% | 2.50% | 2.77% | 2.62% | 3.16% | 2.43% |
VBLAX Vanguard Long-Term Bond Index Fund Admiral Shares | 4.18% | 4.08% | 3.99% | 2.85% | 2.95% | 3.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFIEX vs. VBLAX - Drawdown Comparison
The maximum DFIEX drawdown since its inception was -62.26%, which is greater than VBLAX's maximum drawdown of -40.12%. Use the drawdown chart below to compare losses from any high point for DFIEX and VBLAX. For additional features, visit the drawdowns tool.
Volatility
DFIEX vs. VBLAX - Volatility Comparison
DFA International Core Equity Portfolio I (DFIEX) and Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) have volatilities of 3.67% and 3.57%, 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.