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. It was launched on Dec 30, 2005. FLPSX is managed by Fidelity. It was launched on Dec 27, 1989.
Performance
DFVEX vs. FLPSX - Performance Comparison
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DFVEX vs. FLPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | -0.29% | 13.66% | 14.36% | 17.60% | -9.96% | 32.10% | 7.53% | 26.11% | -13.24% | 14.15% |
FLPSX Fidelity Low-Priced Stock Fund | 0.95% | 14.69% | 7.23% | 14.41% | -5.69% | 24.46% | 9.34% | 25.75% | -10.80% | 18.88% |
Returns By Period
In the year-to-date period, DFVEX achieves a -0.29% return, which is significantly lower than FLPSX's 0.95% return. Over the past 10 years, DFVEX has outperformed FLPSX with an annualized return of 11.23%, while FLPSX has yielded a comparatively lower 10.11% annualized return.
DFVEX
- 1D
- 2.62%
- 1M
- -4.92%
- YTD
- -0.29%
- 6M
- 2.24%
- 1Y
- 18.63%
- 3Y*
- 14.19%
- 5Y*
- 8.98%
- 10Y*
- 11.23%
FLPSX
- 1D
- 2.01%
- 1M
- -6.01%
- YTD
- 0.95%
- 6M
- 2.41%
- 1Y
- 16.95%
- 3Y*
- 11.99%
- 5Y*
- 7.70%
- 10Y*
- 10.11%
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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.
Return for Risk
DFVEX vs. FLPSX — Risk / Return Rank
DFVEX
FLPSX
DFVEX vs. FLPSX - Risk-Adjusted Trends 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.
| DFVEX | FLPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.03 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.54 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.36 | -0.15 |
Martin ratioReturn relative to average drawdown | 5.45 | 5.57 | -0.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFVEX | FLPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.03 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.45 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.59 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.83 | -0.44 |
Correlation
The correlation between DFVEX and FLPSX is 0.94, 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.
Dividends
DFVEX vs. FLPSX - Dividend Comparison
DFVEX's dividend yield for the trailing twelve months is around 1.21%, less than FLPSX's 13.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 1.21% | 0.91% | 1.26% | 3.33% | 4.94% | 9.56% | 1.28% | 2.98% | 4.09% | 4.41% | 3.46% | 4.59% |
FLPSX Fidelity Low-Priced Stock Fund | 13.16% | 13.28% | 16.24% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 7.45% | 4.85% | 4.04% |
Drawdowns
DFVEX vs. FLPSX - Drawdown Comparison
The maximum DFVEX drawdown since its inception was -62.71%, which is greater than FLPSX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for DFVEX and FLPSX.
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Drawdown Indicators
| DFVEX | FLPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.71% | -54.81% | -7.90% |
Max Drawdown (1Y)Largest decline over 1 year | -13.24% | -12.50% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -21.20% | -18.76% | -2.44% |
Max Drawdown (10Y)Largest decline over 10 years | -42.20% | -38.16% | -4.04% |
Current DrawdownCurrent decline from peak | -6.06% | -6.97% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -9.18% | -5.68% | -3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.06% | -0.04% |
Volatility
DFVEX vs. FLPSX - Volatility Comparison
DFA U.S. Vector Equity Fund (DFVEX) has a higher volatility of 5.18% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 4.78%. 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.
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Volatility by Period
| DFVEX | FLPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 4.78% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 9.31% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.64% | 16.84% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.33% | 17.20% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.17% | 17.33% | +2.84% |