DGBEX vs. DGEIX
Compare and contrast key facts about DFA Global Social Core Equity Portfolio (DGBEX) and DFA Global Equity Portfolio Institutional Class (DGEIX).
DGBEX is managed by Dimensional Fund Advisors LP. It was launched on Nov 18, 2019. DGEIX is managed by Dimensional Fund Advisors LP. It was launched on Dec 24, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGBEX or DGEIX.
Correlation
The correlation between DGBEX and DGEIX is 0.99, 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
DGBEX vs. DGEIX - Performance Comparison
Key characteristics
DGBEX:
1.36
DGEIX:
1.30
DGBEX:
1.89
DGEIX:
1.80
DGBEX:
1.25
DGEIX:
1.24
DGBEX:
1.99
DGEIX:
1.99
DGBEX:
6.93
DGEIX:
5.94
DGBEX:
2.52%
DGEIX:
2.63%
DGBEX:
12.84%
DGEIX:
12.07%
DGBEX:
-37.83%
DGEIX:
-60.58%
DGBEX:
-0.66%
DGEIX:
-1.86%
Returns By Period
In the year-to-date period, DGBEX achieves a 5.07% return, which is significantly higher than DGEIX's 4.79% return.
DGBEX
5.07%
3.09%
6.43%
18.35%
10.38%
N/A
DGEIX
4.79%
2.71%
4.50%
16.50%
9.41%
8.44%
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DGBEX vs. DGEIX - Expense Ratio Comparison
DGBEX has a 0.34% expense ratio, which is higher than DGEIX's 0.25% expense ratio.
Risk-Adjusted Performance
DGBEX vs. DGEIX — Risk-Adjusted Performance Rank
DGBEX
DGEIX
DGBEX vs. DGEIX - Risk-Adjusted Performance Comparison
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.
Dividends
DGBEX vs. DGEIX - Dividend Comparison
DGBEX's dividend yield for the trailing twelve months is around 1.66%, more than DGEIX's 1.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGBEX DFA Global Social Core Equity Portfolio | 1.66% | 1.75% | 1.85% | 1.79% | 1.80% | 1.43% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGEIX DFA Global Equity Portfolio Institutional Class | 1.63% | 1.71% | 1.97% | 1.89% | 1.67% | 1.44% | 1.73% | 1.99% | 1.83% | 1.91% | 1.99% | 1.88% |
Drawdowns
DGBEX vs. DGEIX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
DGBEX vs. DGEIX - Volatility Comparison
DFA Global Social Core Equity Portfolio (DGBEX) has a higher volatility of 3.14% compared to DFA Global Equity Portfolio Institutional Class (DGEIX) at 2.97%. This indicates that DGBEX's price experiences larger fluctuations and is considered to be riskier than DGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.