DFIVX vs. FIGRX
Compare and contrast key facts about DFA International Value Portfolio (DFIVX) and Fidelity International Discovery Fund (FIGRX).
DFIVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 14, 1994. FIGRX is managed by Fidelity. It was launched on Dec 31, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIVX or FIGRX.
Correlation
The correlation between DFIVX and FIGRX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFIVX vs. FIGRX - Performance Comparison
Key characteristics
DFIVX:
0.72
FIGRX:
0.42
DFIVX:
1.05
FIGRX:
0.71
DFIVX:
1.15
FIGRX:
1.10
DFIVX:
0.84
FIGRX:
0.37
DFIVX:
3.21
FIGRX:
1.84
DFIVX:
3.75%
FIGRX:
4.26%
DFIVX:
16.67%
FIGRX:
18.59%
DFIVX:
-66.29%
FIGRX:
-60.02%
DFIVX:
-5.10%
FIGRX:
-12.39%
Returns By Period
In the year-to-date period, DFIVX achieves a 8.86% return, which is significantly higher than FIGRX's 3.61% return. Over the past 10 years, DFIVX has outperformed FIGRX with an annualized return of 5.32%, while FIGRX has yielded a comparatively lower 3.45% annualized return.
DFIVX
8.86%
-4.82%
4.25%
11.98%
17.01%
5.32%
FIGRX
3.61%
-4.61%
-1.39%
8.07%
7.02%
3.45%
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DFIVX vs. FIGRX - Expense Ratio Comparison
DFIVX has a 0.30% expense ratio, which is lower than FIGRX's 0.99% expense ratio.
Risk-Adjusted Performance
DFIVX vs. FIGRX — Risk-Adjusted Performance Rank
DFIVX
FIGRX
DFIVX vs. FIGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Value Portfolio (DFIVX) and Fidelity International Discovery Fund (FIGRX). 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
DFIVX vs. FIGRX - Dividend Comparison
DFIVX's dividend yield for the trailing twelve months is around 3.66%, more than FIGRX's 2.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIVX DFA International Value Portfolio | 3.66% | 3.94% | 4.40% | 3.78% | 4.27% | 2.43% | 3.70% | 3.31% | 2.85% | 3.37% | 3.45% | 4.89% |
FIGRX Fidelity International Discovery Fund | 2.78% | 2.88% | 1.91% | 0.35% | 2.90% | 0.47% | 1.72% | 1.35% | 1.10% | 1.68% | 1.05% | 0.68% |
Drawdowns
DFIVX vs. FIGRX - Drawdown Comparison
The maximum DFIVX drawdown since its inception was -66.29%, which is greater than FIGRX's maximum drawdown of -60.02%. Use the drawdown chart below to compare losses from any high point for DFIVX and FIGRX. For additional features, visit the drawdowns tool.
Volatility
DFIVX vs. FIGRX - Volatility Comparison
The current volatility for DFA International Value Portfolio (DFIVX) is 10.82%, while Fidelity International Discovery Fund (FIGRX) has a volatility of 12.04%. This indicates that DFIVX experiences smaller price fluctuations and is considered to be less risky than FIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.