DFIEX vs. VBLAX

In the year-to-date period, DFIEX achieves a 7.07% return, which is significantly higher than VBLAX's 3.94% return.

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

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%.

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.

The current DFIEX Sharpe Ratio is 0.49, which is higher than the VBLAX Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of DFIEX and VBLAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFIEX's dividend yield for the trailing twelve months is around 3.04%, less than VBLAX's 4.09% yield.

The maximum DFIEX drawdown since its inception was -62.64%, 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.

DFA International Core Equity Portfolio I (DFIEX) has a higher volatility of 7.67% compared to Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) at 2.52%. This indicates that DFIEX's price experiences larger fluctuations and is considered to be riskier than VBLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.