DFSCX vs. DISVX
Compare and contrast key facts about DFA U.S. Micro Cap Portfolio (DFSCX) and DFA International Small Cap Value Portfolio (DISVX).
DFSCX is managed by Dimensional Fund Advisors LP. It was launched on Dec 23, 1981. DISVX is managed by Dimensional Fund Advisors LP. It was launched on Dec 28, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSCX or DISVX.
Correlation
The correlation between DFSCX and DISVX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFSCX vs. DISVX - Performance Comparison
Key characteristics
DFSCX:
-0.25
DISVX:
0.11
DFSCX:
-0.22
DISVX:
0.25
DFSCX:
0.97
DISVX:
1.03
DFSCX:
-0.25
DISVX:
0.15
DFSCX:
-0.79
DISVX:
0.43
DFSCX:
6.82%
DISVX:
4.14%
DFSCX:
21.28%
DISVX:
16.03%
DFSCX:
-66.04%
DISVX:
-63.79%
DFSCX:
-21.42%
DISVX:
-11.72%
Returns By Period
In the year-to-date period, DFSCX achieves a -13.91% return, which is significantly lower than DISVX's 0.67% return. Over the past 10 years, DFSCX has underperformed DISVX with an annualized return of 3.18%, while DISVX has yielded a comparatively higher 3.76% annualized return.
DFSCX
-13.91%
-8.08%
-12.45%
-5.12%
15.30%
3.18%
DISVX
0.67%
-8.47%
-5.80%
2.34%
16.09%
3.76%
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DFSCX vs. DISVX - Expense Ratio Comparison
DFSCX has a 0.41% expense ratio, which is lower than DISVX's 0.46% expense ratio.
Risk-Adjusted Performance
DFSCX vs. DISVX — Risk-Adjusted Performance Rank
DFSCX
DISVX
DFSCX vs. DISVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Micro Cap Portfolio (DFSCX) and DFA International Small Cap Value Portfolio (DISVX). 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. DISVX - Dividend Comparison
DFSCX's dividend yield for the trailing twelve months is around 1.17%, less than DISVX's 3.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSCX DFA U.S. Micro Cap Portfolio | 1.17% | 0.97% | 1.04% | 1.08% | 0.92% | 0.87% | 0.81% | 0.83% | 0.78% | 0.74% | 0.89% | 0.71% |
DISVX DFA International Small Cap Value Portfolio | 3.76% | 3.72% | 3.75% | 2.40% | 2.76% | 1.85% | 2.47% | 2.20% | 2.54% | 2.60% | 2.01% | 2.09% |
Drawdowns
DFSCX vs. DISVX - Drawdown Comparison
The maximum DFSCX drawdown since its inception was -66.04%, roughly equal to the maximum DISVX drawdown of -63.79%. Use the drawdown chart below to compare losses from any high point for DFSCX and DISVX. For additional features, visit the drawdowns tool.
Volatility
DFSCX vs. DISVX - Volatility Comparison
DFA U.S. Micro Cap Portfolio (DFSCX) and DFA International Small Cap Value Portfolio (DISVX) have volatilities of 9.15% and 8.77%, 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.