DFLVX vs. AFMFX
Compare and contrast key facts about DFA U.S. Large Cap Value Portfolio (DFLVX) and American Funds American Mutual Fund Class F-3 (AFMFX).
DFLVX is managed by Dimensional. It was launched on Feb 19, 1993. AFMFX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
DFLVX vs. AFMFX - Performance Comparison
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DFLVX vs. AFMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFLVX DFA U.S. Large Cap Value Portfolio | 2.14% | 16.36% | 12.76% | 11.52% | -5.81% | 30.40% | -0.58% | 25.46% | -11.68% | 13.43% |
AFMFX American Funds American Mutual Fund Class F-3 | -3.07% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
Returns By Period
In the year-to-date period, DFLVX achieves a 2.14% return, which is significantly higher than AFMFX's -3.07% return.
DFLVX
- 1D
- -0.53%
- 1M
- -5.55%
- YTD
- 2.14%
- 6M
- 6.80%
- 1Y
- 16.19%
- 3Y*
- 14.15%
- 5Y*
- 9.85%
- 10Y*
- 10.94%
AFMFX
- 1D
- -0.10%
- 1M
- -7.90%
- YTD
- -3.07%
- 6M
- -1.41%
- 1Y
- 10.11%
- 3Y*
- 12.32%
- 5Y*
- 9.41%
- 10Y*
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DFLVX vs. AFMFX - Expense Ratio Comparison
DFLVX has a 0.22% expense ratio, which is lower than AFMFX's 0.27% 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%.
Return for Risk
DFLVX vs. AFMFX — Risk / Return Rank
DFLVX
AFMFX
DFLVX vs. AFMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Cap Value Portfolio (DFLVX) and American Funds American Mutual Fund Class F-3 (AFMFX). 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.
| DFLVX | AFMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.80 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.20 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 0.96 | +0.23 |
Martin ratioReturn relative to average drawdown | 5.16 | 4.19 | +0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFLVX | AFMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.80 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.76 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.69 | -0.18 |
Correlation
The correlation between DFLVX and AFMFX is 0.89, 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.
Dividends
DFLVX vs. AFMFX - Dividend Comparison
DFLVX's dividend yield for the trailing twelve months is around 1.65%, less than AFMFX's 8.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFLVX DFA U.S. Large Cap Value Portfolio | 1.65% | 1.71% | 1.87% | 3.65% | 4.56% | 5.90% | 1.97% | 4.04% | 7.83% | 6.06% | 3.77% | 6.52% |
AFMFX American Funds American Mutual Fund Class F-3 | 8.15% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 0.00% | 0.00% |
Drawdowns
DFLVX vs. AFMFX - Drawdown Comparison
The maximum DFLVX drawdown since its inception was -65.65%, which is greater than AFMFX's maximum drawdown of -29.79%. Use the drawdown chart below to compare losses from any high point for DFLVX and AFMFX.
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Drawdown Indicators
| DFLVX | AFMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.65% | -29.79% | -35.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -10.21% | -2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -19.83% | -15.16% | -4.67% |
Max Drawdown (10Y)Largest decline over 10 years | -41.79% | — | — |
Current DrawdownCurrent decline from peak | -5.86% | -7.90% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -2.94% | -5.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.34% | +0.58% |
Volatility
DFLVX vs. AFMFX - Volatility Comparison
DFA U.S. Large Cap Value Portfolio (DFLVX) has a higher volatility of 3.56% compared to American Funds American Mutual Fund Class F-3 (AFMFX) at 3.36%. This indicates that DFLVX's price experiences larger fluctuations and is considered to be riskier than AFMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFLVX | AFMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 3.36% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 7.33% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.46% | 13.81% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.93% | 12.47% | +3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 14.56% | +3.83% |