DGBEX vs. DGEIX

In the year-to-date period, DGBEX achieves a 5.14% return, which is significantly higher than DGEIX's 3.60% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DGBEX has a 0.34% expense ratio, which is higher than DGEIX's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA Global Social Core Equity Portfolio (DGBEX) and DFA Global Equity Portfolio Institutional Class (DGEIX). 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.

The current DGBEX Sharpe Ratio is 0.67, which is comparable to the DGEIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of DGBEX and DGEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DGBEX's dividend yield for the trailing twelve months is around 2.65%, less than DGEIX's 3.56% yield.

The maximum DGBEX drawdown since its inception was -37.83%, smaller than the maximum DGEIX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for DGBEX and DGEIX.

DFA Global Social Core Equity Portfolio (DGBEX) and DFA Global Equity Portfolio Institutional Class (DGEIX) have volatilities of 3.92% and 4.04%, 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.