DFVIX vs. DFIVX
Compare and contrast key facts about DFA International Value III Portfolio (DFVIX) and DFA International Value Portfolio (DFIVX).
DFVIX is managed by Dimensional Fund Advisors LP. It was launched on Feb 1, 1995. DFIVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 14, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVIX or DFIVX.
Correlation
The correlation between DFVIX and DFIVX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFVIX vs. DFIVX - Performance Comparison
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Key characteristics
DFVIX:
0.84
DFIVX:
0.83
DFVIX:
1.18
DFIVX:
1.17
DFVIX:
1.17
DFIVX:
1.17
DFVIX:
0.95
DFIVX:
0.94
DFVIX:
3.61
DFIVX:
3.59
DFVIX:
3.78%
DFIVX:
3.78%
DFVIX:
16.73%
DFIVX:
16.69%
DFVIX:
-67.28%
DFIVX:
-65.67%
DFVIX:
0.00%
DFIVX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with DFVIX having a 16.91% return and DFIVX slightly lower at 16.89%. Over the past 10 years, DFVIX has underperformed DFIVX with an annualized return of 5.62%, while DFIVX has yielded a comparatively higher 6.00% annualized return.
DFVIX
16.91%
7.40%
15.68%
13.06%
18.45%
5.62%
DFIVX
16.89%
7.38%
15.67%
13.00%
18.36%
6.00%
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DFVIX vs. DFIVX - Expense Ratio Comparison
DFVIX has a 0.24% expense ratio, which is lower than DFIVX's 0.30% expense ratio.
Risk-Adjusted Performance
DFVIX vs. DFIVX — Risk-Adjusted Performance Rank
DFVIX
DFIVX
DFVIX vs. DFIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Value III Portfolio (DFVIX) and DFA International Value Portfolio (DFIVX). 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
DFVIX vs. DFIVX - Dividend Comparison
DFVIX's dividend yield for the trailing twelve months is around 3.63%, more than DFIVX's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVIX DFA International Value III Portfolio | 3.63% | 4.15% | 4.44% | 3.82% | 4.21% | 2.24% | 3.53% | 3.62% | 3.02% | 3.43% | 3.55% | 5.12% |
DFIVX DFA International Value Portfolio | 3.41% | 3.94% | 4.40% | 3.78% | 4.27% | 2.43% | 3.70% | 3.31% | 2.85% | 3.37% | 3.45% | 4.89% |
Drawdowns
DFVIX vs. DFIVX - Drawdown Comparison
The maximum DFVIX drawdown since its inception was -67.28%, roughly equal to the maximum DFIVX drawdown of -65.67%. Use the drawdown chart below to compare losses from any high point for DFVIX and DFIVX. For additional features, visit the drawdowns tool.
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Volatility
DFVIX vs. DFIVX - Volatility Comparison
DFA International Value III Portfolio (DFVIX) and DFA International Value Portfolio (DFIVX) have volatilities of 2.81% and 2.81%, 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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