DFSCX vs. DFSVX
Compare and contrast key facts about DFA U.S. Micro Cap Portfolio (DFSCX) and DFA U.S. Small Cap Value Portfolio I (DFSVX).
DFSCX is managed by Dimensional Fund Advisors LP. It was launched on Dec 23, 1981. DFSVX is managed by Dimensional Fund Advisors LP. It was launched on Mar 2, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSCX or DFSVX.
Correlation
The correlation between DFSCX and DFSVX is 0.96, 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
DFSCX vs. DFSVX - Performance Comparison
Key characteristics
DFSCX:
0.74
DFSVX:
0.65
DFSCX:
1.20
DFSVX:
1.07
DFSCX:
1.14
DFSVX:
1.13
DFSCX:
0.83
DFSVX:
1.20
DFSCX:
3.56
DFSVX:
2.91
DFSCX:
4.21%
DFSVX:
4.41%
DFSCX:
20.11%
DFSVX:
19.54%
DFSCX:
-66.04%
DFSVX:
-66.70%
DFSCX:
-6.71%
DFSVX:
-6.14%
Returns By Period
In the year-to-date period, DFSCX achieves a 2.21% return, which is significantly lower than DFSVX's 2.93% return. Over the past 10 years, DFSCX has underperformed DFSVX with an annualized return of 5.51%, while DFSVX has yielded a comparatively higher 9.16% annualized return.
DFSCX
2.21%
2.21%
8.58%
16.55%
8.78%
5.51%
DFSVX
2.93%
2.93%
7.90%
15.30%
14.79%
9.16%
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DFSCX vs. DFSVX - Expense Ratio Comparison
DFSCX has a 0.41% expense ratio, which is higher than DFSVX's 0.30% expense ratio.
Risk-Adjusted Performance
DFSCX vs. DFSVX — Risk-Adjusted Performance Rank
DFSCX
DFSVX
DFSCX vs. DFSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Micro Cap Portfolio (DFSCX) and DFA U.S. Small Cap Value Portfolio I (DFSVX). 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
DFSCX vs. DFSVX - Dividend Comparison
DFSCX's dividend yield for the trailing twelve months is around 0.95%, less than DFSVX's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSCX DFA U.S. Micro Cap Portfolio | 0.95% | 0.97% | 1.04% | 1.08% | 0.92% | 0.87% | 0.81% | 0.83% | 0.78% | 0.74% | 0.89% | 0.71% |
DFSVX DFA U.S. Small Cap Value Portfolio I | 1.43% | 1.47% | 1.54% | 1.34% | 1.51% | 1.96% | 1.21% | 1.05% | 0.88% | 0.79% | 1.32% | 0.74% |
Drawdowns
DFSCX vs. DFSVX - Drawdown Comparison
The maximum DFSCX drawdown since its inception was -66.04%, roughly equal to the maximum DFSVX drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for DFSCX and DFSVX. For additional features, visit the drawdowns tool.
Volatility
DFSCX vs. DFSVX - Volatility Comparison
DFA U.S. Micro Cap Portfolio (DFSCX) has a higher volatility of 4.40% compared to DFA U.S. Small Cap Value Portfolio I (DFSVX) at 3.99%. This indicates that DFSCX's price experiences larger fluctuations and is considered to be riskier than DFSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.