Correlation
The correlation between DFIHX and DGCFX is -0.02. 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.
DFIHX vs. DGCFX
Compare and contrast key facts about DFA One Year Fixed Income Portfolio (DFIHX) and DFA Global Core Plus Fixed Income Portfolio (DGCFX).
DFIHX is managed by Dimensional Fund Advisors LP. It was launched on Jul 25, 1983. DGCFX is managed by Dimensional Fund Advisors LP. It was launched on Jan 10, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIHX or DGCFX.
Performance
DFIHX vs. DGCFX - Performance Comparison
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Key characteristics
DFIHX:
7.57
DGCFX:
1.51
DFIHX:
38.58
DGCFX:
2.37
DFIHX:
15.30
DGCFX:
1.29
DFIHX:
88.06
DGCFX:
0.63
DFIHX:
545.09
DGCFX:
6.01
DFIHX:
0.01%
DGCFX:
1.13%
DFIHX:
0.65%
DGCFX:
4.15%
DFIHX:
-2.26%
DGCFX:
-22.37%
DFIHX:
0.00%
DGCFX:
-5.03%
Returns By Period
In the year-to-date period, DFIHX achieves a 1.88% return, which is significantly lower than DGCFX's 2.10% return.
DFIHX
1.88%
0.36%
2.22%
4.89%
4.06%
2.15%
1.74%
DGCFX
2.10%
0.54%
0.82%
6.22%
3.53%
0.25%
N/A
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DFIHX vs. DGCFX - Expense Ratio Comparison
DFIHX has a 0.13% expense ratio, which is lower than DGCFX'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
DFIHX vs. DGCFX — Risk-Adjusted Performance Rank
DFIHX
DGCFX
DFIHX vs. DGCFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA One Year Fixed Income Portfolio (DFIHX) and DFA Global Core Plus Fixed Income Portfolio (DGCFX). 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.
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Dividends
DFIHX vs. DGCFX - Dividend Comparison
DFIHX's dividend yield for the trailing twelve months is around 4.68%, more than DGCFX's 4.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIHX DFA One Year Fixed Income Portfolio | 4.68% | 4.99% | 3.37% | 1.07% | 0.00% | 0.62% | 2.12% | 1.85% | 1.13% | 0.74% | 0.51% | 0.35% |
DGCFX DFA Global Core Plus Fixed Income Portfolio | 4.31% | 4.40% | 4.03% | 2.26% | 2.45% | 1.78% | 1.92% | 6.17% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFIHX vs. DGCFX - Drawdown Comparison
The maximum DFIHX drawdown since its inception was -2.26%, smaller than the maximum DGCFX drawdown of -22.37%. Use the drawdown chart below to compare losses from any high point for DFIHX and DGCFX.
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Volatility
DFIHX vs. DGCFX - Volatility Comparison
The current volatility for DFA One Year Fixed Income Portfolio (DFIHX) is 0.20%, while DFA Global Core Plus Fixed Income Portfolio (DGCFX) has a volatility of 1.19%. This indicates that DFIHX experiences smaller price fluctuations and is considered to be less risky than DGCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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