DFLVX vs. DFUVX
Compare and contrast key facts about DFA U.S. Large Cap Value Portfolio (DFLVX) and DFA U.S. Large Cap Value III Portfolio (DFUVX).
DFLVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 19, 1993. DFUVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 2, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFLVX or DFUVX.
Correlation
The correlation between DFLVX and DFUVX is 0.87, 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
DFLVX vs. DFUVX - Performance Comparison
Key characteristics
DFLVX:
0.07
DFUVX:
0.07
DFLVX:
0.22
DFUVX:
0.22
DFLVX:
1.03
DFUVX:
1.03
DFLVX:
0.07
DFUVX:
0.08
DFLVX:
0.25
DFUVX:
0.27
DFLVX:
4.62%
DFUVX:
4.61%
DFLVX:
17.35%
DFUVX:
17.35%
DFLVX:
-67.18%
DFUVX:
-67.19%
DFLVX:
-10.46%
DFUVX:
-10.44%
Returns By Period
The year-to-date returns for both investments are quite close, with DFLVX having a -3.17% return and DFUVX slightly higher at -3.16%. Over the past 10 years, DFLVX has outperformed DFUVX with an annualized return of 5.28%, while DFUVX has yielded a comparatively lower 4.23% annualized return.
DFLVX
-3.17%
-5.82%
-5.48%
1.66%
12.39%
5.28%
DFUVX
-3.16%
-5.84%
-5.46%
1.75%
11.40%
4.23%
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DFLVX vs. DFUVX - Expense Ratio Comparison
DFLVX has a 0.22% expense ratio, which is higher than DFUVX's 0.14% 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%.
Risk-Adjusted Performance
DFLVX vs. DFUVX — Risk-Adjusted Performance Rank
DFLVX
DFUVX
DFLVX vs. DFUVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Cap Value Portfolio (DFLVX) and DFA U.S. Large Cap Value III Portfolio (DFUVX). 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
DFLVX vs. DFUVX - Dividend Comparison
DFLVX's dividend yield for the trailing twelve months is around 1.99%, less than DFUVX's 2.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFLVX DFA U.S. Large Cap Value Portfolio | 1.99% | 1.87% | 1.99% | 2.05% | 1.54% | 1.97% | 1.93% | 2.22% | 1.80% | 1.90% | 2.14% | 1.72% |
DFUVX DFA U.S. Large Cap Value III Portfolio | 2.06% | 1.94% | 2.09% | 2.18% | 1.64% | 2.09% | 2.06% | 2.42% | 2.00% | 2.07% | 2.36% | 1.89% |
Drawdowns
DFLVX vs. DFUVX - Drawdown Comparison
The maximum DFLVX drawdown since its inception was -67.18%, roughly equal to the maximum DFUVX drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for DFLVX and DFUVX. For additional features, visit the drawdowns tool.
Volatility
DFLVX vs. DFUVX - Volatility Comparison
DFA U.S. Large Cap Value Portfolio (DFLVX) and DFA U.S. Large Cap Value III Portfolio (DFUVX) have volatilities of 12.35% and 12.35%, 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.