DFSVX vs. DFSCX
Compare and contrast key facts about DFA U.S. Small Cap Value Portfolio I (DFSVX) and DFA U.S. Micro Cap Portfolio (DFSCX).
DFSVX is managed by Dimensional Fund Advisors LP. It was launched on Mar 2, 1993. DFSCX is managed by Dimensional Fund Advisors LP. It was launched on Dec 23, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSVX or DFSCX.
Correlation
The correlation between DFSVX and DFSCX 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
DFSVX vs. DFSCX - Performance Comparison
Key characteristics
DFSVX:
0.74
DFSCX:
0.76
DFSVX:
1.21
DFSCX:
1.24
DFSVX:
1.15
DFSCX:
1.15
DFSVX:
1.32
DFSCX:
0.18
DFSVX:
3.06
DFSCX:
3.33
DFSVX:
4.64%
DFSCX:
4.45%
DFSVX:
19.16%
DFSCX:
19.49%
DFSVX:
-66.70%
DFSCX:
-97.78%
DFSVX:
-6.71%
DFSCX:
-78.56%
Returns By Period
In the year-to-date period, DFSVX achieves a 2.31% return, which is significantly higher than DFSCX's 2.04% return. Over the past 10 years, DFSVX has outperformed DFSCX with an annualized return of 8.86%, while DFSCX has yielded a comparatively lower 5.24% annualized return.
DFSVX
2.31%
-0.62%
6.57%
13.06%
13.84%
8.86%
DFSCX
2.04%
0.03%
7.22%
13.35%
8.02%
5.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFSVX vs. DFSCX - Expense Ratio Comparison
DFSVX has a 0.30% expense ratio, which is lower than DFSCX's 0.41% expense ratio.
Risk-Adjusted Performance
DFSVX vs. DFSCX — Risk-Adjusted Performance Rank
DFSVX
DFSCX
DFSVX vs. DFSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Value Portfolio I (DFSVX) and DFA U.S. Micro Cap Portfolio (DFSCX). 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
DFSVX vs. DFSCX - Dividend Comparison
DFSVX's dividend yield for the trailing twelve months is around 1.44%, more than DFSCX's 0.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSVX DFA U.S. Small Cap Value Portfolio I | 1.44% | 1.47% | 3.67% | 6.77% | 10.40% | 1.96% | 2.83% | 7.54% | 5.62% | 4.53% | 5.83% | 4.53% |
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% |
Drawdowns
DFSVX vs. DFSCX - Drawdown Comparison
The maximum DFSVX drawdown since its inception was -66.70%, smaller than the maximum DFSCX drawdown of -97.78%. Use the drawdown chart below to compare losses from any high point for DFSVX and DFSCX. For additional features, visit the drawdowns tool.
Volatility
DFSVX vs. DFSCX - Volatility Comparison
DFA U.S. Small Cap Value Portfolio I (DFSVX) and DFA U.S. Micro Cap Portfolio (DFSCX) have volatilities of 4.10% and 4.08%, 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.