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 T. Rowe Price. 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.
Key characteristics
| DFVEX | FLPSX | |
|---|---|---|
| YTD Return | 8.65% | 9.78% |
| 1Y Return | 29.78% | 25.11% |
| 3Y Return (Ann) | 6.57% | 6.80% |
| 5Y Return (Ann) | 12.38% | 13.03% |
| 10Y Return (Ann) | 9.52% | 9.99% |
| Sharpe Ratio | 1.92 | 2.12 |
| Daily Std Dev | 14.68% | 11.21% |
| Max Drawdown | -62.56% | -52.95% |
| Current Drawdown | -0.34% | 0.00% |
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
In the year-to-date period, DFVEX achieves a 8.65% return, which is significantly lower than FLPSX's 9.78% return. Both investments have delivered pretty close results over the past 10 years, with DFVEX having a 9.52% annualized return and FLPSX not far ahead at 9.99%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 3.08%, less than FLPSX's 16.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 3.08% | 3.33% | 4.94% | 7.77% | 1.28% | 2.98% | 4.09% | 4.88% | 3.78% | 5.08% | 4.44% | 2.35% |
FLPSX Fidelity Low-Priced Stock Fund | 16.66% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 8.91% | 4.85% | 5.15% | 6.91% | 7.46% |
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 -52.95%. 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 3.42% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 2.83%. 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.