DFVEX vs. FLPSX
Compare and contrast key facts about DFA U.S. Vector Equity Fund (DFVEX) and Fidelity Low-Priced Stock Fund (FLPSX).
DFVEX is managed by Dimensional Fund Advisors LP. It was launched on Dec 30, 2005. FLPSX is managed by Fidelity. It was launched on Dec 27, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVEX or FLPSX.
Correlation
The correlation between DFVEX and FLPSX is 0.93, 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
DFVEX vs. FLPSX - Performance Comparison
Key characteristics
DFVEX:
-0.04
FLPSX:
-0.14
DFVEX:
0.08
FLPSX:
-0.09
DFVEX:
1.01
FLPSX:
0.99
DFVEX:
-0.04
FLPSX:
-0.14
DFVEX:
-0.16
FLPSX:
-0.55
DFVEX:
5.27%
FLPSX:
4.43%
DFVEX:
19.81%
FLPSX:
17.03%
DFVEX:
-62.56%
FLPSX:
-53.75%
DFVEX:
-16.17%
FLPSX:
-11.72%
Returns By Period
In the year-to-date period, DFVEX achieves a -10.98% return, which is significantly lower than FLPSX's -6.23% return. Over the past 10 years, DFVEX has underperformed FLPSX with an annualized return of 4.99%, while FLPSX has yielded a comparatively higher 7.63% annualized return.
DFVEX
-10.98%
-7.98%
-12.09%
-0.17%
12.78%
4.99%
FLPSX
-6.23%
-6.92%
-10.53%
-2.36%
13.63%
7.63%
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DFVEX vs. FLPSX - Expense Ratio Comparison
DFVEX has a 0.28% expense ratio, which is lower than FLPSX's 0.82% expense ratio.
Risk-Adjusted Performance
DFVEX vs. FLPSX — Risk-Adjusted Performance Rank
DFVEX
FLPSX
DFVEX vs. FLPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Vector Equity Fund (DFVEX) and Fidelity Low-Priced Stock Fund (FLPSX). 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
DFVEX vs. FLPSX - Dividend Comparison
DFVEX's dividend yield for the trailing twelve months is around 1.43%, less than FLPSX's 17.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 1.43% | 1.26% | 1.40% | 1.54% | 1.22% | 1.27% | 1.28% | 1.44% | 1.37% | 1.33% | 1.56% | 1.27% |
FLPSX Fidelity Low-Priced Stock Fund | 17.32% | 16.24% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 8.91% | 4.85% | 4.67% | 5.88% |
Drawdowns
DFVEX vs. FLPSX - Drawdown Comparison
The maximum DFVEX drawdown since its inception was -62.56%, which is greater than FLPSX's maximum drawdown of -53.75%. Use the drawdown chart below to compare losses from any high point for DFVEX and FLPSX. For additional features, visit the drawdowns tool.
Volatility
DFVEX vs. FLPSX - Volatility Comparison
DFA U.S. Vector Equity Fund (DFVEX) has a higher volatility of 13.51% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 11.37%. This indicates that DFVEX's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.