DFUSX vs. DFEOX
Compare and contrast key facts about DFA U.S. Large Company Portfolio (DFUSX) and DFA US Core Equity 1 Portfolio I (DFEOX).
DFUSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 23, 1999. DFEOX is managed by Dimensional Fund Advisors LP. It was launched on Sep 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFUSX or DFEOX.
Correlation
The correlation between DFUSX and DFEOX is 0.97, 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
DFUSX vs. DFEOX - Performance Comparison
Key characteristics
DFUSX:
2.13
DFEOX:
1.97
DFUSX:
2.83
DFEOX:
2.65
DFUSX:
1.39
DFEOX:
1.37
DFUSX:
3.23
DFEOX:
3.08
DFUSX:
13.53
DFEOX:
11.23
DFUSX:
2.02%
DFEOX:
2.28%
DFUSX:
12.86%
DFEOX:
13.01%
DFUSX:
-54.96%
DFEOX:
-56.77%
DFUSX:
0.00%
DFEOX:
-0.97%
Returns By Period
In the year-to-date period, DFUSX achieves a 3.54% return, which is significantly lower than DFEOX's 3.98% return. Both investments have delivered pretty close results over the past 10 years, with DFUSX having a 11.49% annualized return and DFEOX not far behind at 11.45%.
DFUSX
3.54%
1.97%
12.84%
26.69%
11.45%
11.49%
DFEOX
3.98%
2.74%
11.46%
24.69%
13.06%
11.45%
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DFUSX vs. DFEOX - Expense Ratio Comparison
DFUSX has a 0.08% expense ratio, which is lower than DFEOX's 0.14% expense ratio. Despite the difference, 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
DFUSX vs. DFEOX — Risk-Adjusted Performance Rank
DFUSX
DFEOX
DFUSX vs. DFEOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Company Portfolio (DFUSX) and DFA US Core Equity 1 Portfolio I (DFEOX). 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
DFUSX vs. DFEOX - Dividend Comparison
DFUSX's dividend yield for the trailing twelve months is around 1.17%, more than DFEOX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUSX DFA U.S. Large Company Portfolio | 1.17% | 1.21% | 1.34% | 1.58% | 1.14% | 1.60% | 1.76% | 1.95% | 1.86% | 2.08% | 2.02% | 1.81% |
DFEOX DFA US Core Equity 1 Portfolio I | 1.08% | 1.13% | 1.43% | 1.57% | 1.12% | 1.36% | 1.41% | 1.67% | 1.58% | 1.72% | 1.74% | 1.48% |
Drawdowns
DFUSX vs. DFEOX - Drawdown Comparison
The maximum DFUSX drawdown since its inception was -54.96%, roughly equal to the maximum DFEOX drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for DFUSX and DFEOX. For additional features, visit the drawdowns tool.
Volatility
DFUSX vs. DFEOX - Volatility Comparison
DFA U.S. Large Company Portfolio (DFUSX) has a higher volatility of 4.03% compared to DFA US Core Equity 1 Portfolio I (DFEOX) at 3.74%. This indicates that DFUSX's price experiences larger fluctuations and is considered to be riskier than DFEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.