DFRSX vs. FSEAX

In the year-to-date period, DFRSX achieves a 1.26% return, which is significantly lower than FSEAX's 1.93% return. Over the past 10 years, DFRSX has underperformed FSEAX with an annualized return of 1.21%, while FSEAX has yielded a comparatively higher 3.21% annualized return.

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DFRSX has a 0.42% expense ratio, which is lower than FSEAX's 1.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA Asia Pacific Small Company (DFRSX) and Fidelity Emerging Asia Fund (FSEAX). 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.

The current DFRSX Sharpe Ratio is 0.10, which is lower than the FSEAX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of DFRSX and FSEAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFRSX's dividend yield for the trailing twelve months is around 4.60%, while FSEAX has not paid dividends to shareholders.

The maximum DFRSX drawdown since its inception was -71.01%, which is greater than FSEAX's maximum drawdown of -65.12%. Use the drawdown chart below to compare losses from any high point for DFRSX and FSEAX. For additional features, visit the drawdowns tool.

DFA Asia Pacific Small Company (DFRSX) and Fidelity Emerging Asia Fund (FSEAX) have volatilities of 12.08% and 11.52%, 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.