DFIGX vs. FUAMX

In the year-to-date period, DFIGX achieves a 2.32% return, which is significantly lower than FUAMX's 2.75% return.

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DFIGX has a 0.11% expense ratio, which is higher than FUAMX's 0.03% 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 Intermediate Government Fixed Income Portfolio (DFIGX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). 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 DFIGX Sharpe Ratio is 0.92, which is comparable to the FUAMX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of DFIGX and FUAMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFIGX's dividend yield for the trailing twelve months is around 2.83%, less than FUAMX's 3.66% yield.

The maximum DFIGX drawdown since its inception was -22.33%, roughly equal to the maximum FUAMX drawdown of -21.35%. Use the drawdown chart below to compare losses from any high point for DFIGX and FUAMX. For additional features, visit the drawdowns tool.

The current volatility for DFA Intermediate Government Fixed Income Portfolio (DFIGX) is 1.66%, while Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a volatility of 1.87%. This indicates that DFIGX experiences smaller price fluctuations and is considered to be less risky than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.