DFUSX vs. FXAIX
Compare and contrast key facts about DFA U.S. Large Company Portfolio (DFUSX) and Fidelity 500 Index Fund (FXAIX).
DFUSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 23, 1999. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFUSX or FXAIX.
Correlation
The correlation between DFUSX and FXAIX is 0.99, 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. FXAIX - Performance Comparison
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Key characteristics
DFUSX:
0.51
FXAIX:
0.52
DFUSX:
0.88
FXAIX:
0.88
DFUSX:
1.13
FXAIX:
1.13
DFUSX:
0.56
FXAIX:
0.57
DFUSX:
2.16
FXAIX:
2.19
DFUSX:
4.85%
FXAIX:
4.85%
DFUSX:
19.36%
FXAIX:
19.49%
DFUSX:
-54.96%
FXAIX:
-33.79%
DFUSX:
-7.65%
FXAIX:
-7.61%
Returns By Period
The year-to-date returns for both investments are quite close, with DFUSX having a -3.38% return and FXAIX slightly higher at -3.33%. Over the past 10 years, DFUSX has underperformed FXAIX with an annualized return of 10.29%, while FXAIX has yielded a comparatively higher 12.15% annualized return.
DFUSX
-3.38%
5.59%
-5.04%
9.69%
12.87%
10.29%
FXAIX
-3.33%
5.66%
-4.96%
9.84%
16.37%
12.15%
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DFUSX vs. FXAIX - Expense Ratio Comparison
DFUSX has a 0.08% 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
DFUSX vs. FXAIX — Risk-Adjusted Performance Rank
DFUSX
FXAIX
DFUSX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Company Portfolio (DFUSX) 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.
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Dividends
DFUSX vs. FXAIX - Dividend Comparison
DFUSX's dividend yield for the trailing twelve months is around 1.29%, less than FXAIX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUSX DFA U.S. Large Company Portfolio | 1.29% | 1.21% | 1.34% | 1.58% | 1.14% | 1.60% | 1.76% | 1.95% | 1.86% | 2.08% | 2.02% | 1.81% |
FXAIX Fidelity 500 Index Fund | 1.31% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
DFUSX vs. FXAIX - Drawdown Comparison
The maximum DFUSX drawdown since its inception was -54.96%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DFUSX and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
DFUSX vs. FXAIX - Volatility Comparison
DFA U.S. Large Company Portfolio (DFUSX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 6.80% and 6.85%, 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.
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