DFSPX vs. FXAIX
Compare and contrast key facts about DFA International Sustainability Core 1 Portfolio (DFSPX) and Fidelity 500 Index Fund (FXAIX).
DFSPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 12, 2008. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSPX or FXAIX.
Correlation
The correlation between DFSPX and FXAIX is 0.80, 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
DFSPX vs. FXAIX - Performance Comparison
Key characteristics
DFSPX:
1.17
FXAIX:
1.97
DFSPX:
1.68
FXAIX:
2.64
DFSPX:
1.21
FXAIX:
1.36
DFSPX:
1.50
FXAIX:
2.98
DFSPX:
3.60
FXAIX:
12.34
DFSPX:
4.14%
FXAIX:
2.04%
DFSPX:
12.71%
FXAIX:
12.79%
DFSPX:
-55.89%
FXAIX:
-33.79%
DFSPX:
-1.90%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, DFSPX achieves a 7.29% return, which is significantly higher than FXAIX's 4.11% return. Over the past 10 years, DFSPX has underperformed FXAIX with an annualized return of 5.93%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
DFSPX
7.29%
6.35%
2.77%
12.10%
6.72%
5.93%
FXAIX
4.11%
2.06%
9.72%
23.78%
14.37%
13.09%
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DFSPX vs. FXAIX - Expense Ratio Comparison
DFSPX has a 0.24% expense ratio, which is higher than FXAIX's 0.02% 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
DFSPX vs. FXAIX — Risk-Adjusted Performance Rank
DFSPX
FXAIX
DFSPX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Sustainability Core 1 Portfolio (DFSPX) and Fidelity 500 Index Fund (FXAIX). 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
DFSPX vs. FXAIX - Dividend Comparison
DFSPX's dividend yield for the trailing twelve months is around 2.85%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSPX DFA International Sustainability Core 1 Portfolio | 2.85% | 3.06% | 2.60% | 2.27% | 2.63% | 1.45% | 2.52% | 2.61% | 2.33% | 2.49% | 2.42% | 3.10% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
DFSPX vs. FXAIX - Drawdown Comparison
The maximum DFSPX drawdown since its inception was -55.89%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DFSPX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
DFSPX vs. FXAIX - Volatility Comparison
DFA International Sustainability Core 1 Portfolio (DFSPX) has a higher volatility of 3.52% compared to Fidelity 500 Index Fund (FXAIX) at 3.21%. This indicates that DFSPX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.