DFIVX vs. DFVIX
Compare and contrast key facts about DFA International Value Portfolio (DFIVX) and DFA International Value III Portfolio (DFVIX).
DFIVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 14, 1994. DFVIX is managed by Dimensional Fund Advisors LP. It was launched on Feb 1, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIVX or DFVIX.
Correlation
The correlation between DFIVX and DFVIX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFIVX vs. DFVIX - Performance Comparison
Loading data...
Key characteristics
DFIVX:
0.78
DFVIX:
0.78
DFIVX:
1.18
DFVIX:
1.19
DFIVX:
1.17
DFVIX:
1.17
DFIVX:
0.95
DFVIX:
0.96
DFIVX:
3.62
DFVIX:
3.64
DFIVX:
3.78%
DFVIX:
3.78%
DFIVX:
16.71%
DFVIX:
16.75%
DFIVX:
-66.29%
DFVIX:
-67.28%
DFIVX:
0.00%
DFVIX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with DFIVX having a 14.90% return and DFVIX slightly higher at 14.93%. Both investments have delivered pretty close results over the past 10 years, with DFIVX having a 5.54% annualized return and DFVIX not far behind at 5.52%.
DFIVX
14.90%
11.79%
11.78%
12.60%
17.76%
5.54%
DFVIX
14.93%
11.80%
11.86%
12.68%
17.89%
5.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFIVX vs. DFVIX - Expense Ratio Comparison
DFIVX has a 0.30% expense ratio, which is higher than DFVIX's 0.24% expense ratio.
Risk-Adjusted Performance
DFIVX vs. DFVIX — Risk-Adjusted Performance Rank
DFIVX
DFVIX
DFIVX vs. DFVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Value Portfolio (DFIVX) and DFA International Value III Portfolio (DFVIX). 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.
Loading data...
Dividends
DFIVX vs. DFVIX - Dividend Comparison
DFIVX's dividend yield for the trailing twelve months is around 3.46%, less than DFVIX's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIVX DFA International Value Portfolio | 3.46% | 3.94% | 4.40% | 3.78% | 4.27% | 2.43% | 3.70% | 3.31% | 2.85% | 3.37% | 3.45% | 4.89% |
DFVIX DFA International Value III Portfolio | 3.69% | 4.15% | 4.44% | 3.82% | 4.21% | 2.24% | 3.53% | 3.62% | 3.02% | 3.43% | 3.55% | 5.12% |
Drawdowns
DFIVX vs. DFVIX - Drawdown Comparison
The maximum DFIVX drawdown since its inception was -66.29%, roughly equal to the maximum DFVIX drawdown of -67.28%. Use the drawdown chart below to compare losses from any high point for DFIVX and DFVIX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
DFIVX vs. DFVIX - Volatility Comparison
DFA International Value Portfolio (DFIVX) and DFA International Value III Portfolio (DFVIX) have volatilities of 3.99% and 3.98%, 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.
Loading data...