DGEIX vs. CSUAX
Compare and contrast key facts about DFA Global Equity Portfolio Institutional Class (DGEIX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
DGEIX is managed by Dimensional. It was launched on Dec 24, 2003. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
DGEIX vs. CSUAX - Performance Comparison
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DGEIX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGEIX DFA Global Equity Portfolio Institutional Class | -2.92% | 19.86% | 15.71% | 20.35% | -14.72% | 20.31% | 13.51% | 26.68% | -11.48% | 21.36% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, DGEIX achieves a -2.92% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, DGEIX has outperformed CSUAX with an annualized return of 11.09%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
DGEIX
- 1D
- -0.46%
- 1M
- -8.33%
- YTD
- -2.92%
- 6M
- 0.08%
- 1Y
- 18.73%
- 3Y*
- 15.30%
- 5Y*
- 8.85%
- 10Y*
- 11.09%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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DGEIX vs. CSUAX - Expense Ratio Comparison
DGEIX has a 0.25% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
DGEIX vs. CSUAX — Risk / Return Rank
DGEIX
CSUAX
DGEIX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Global Equity Portfolio Institutional Class (DGEIX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| DGEIX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.63 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.17 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.36 | -0.98 |
Martin ratioReturn relative to average drawdown | 6.66 | 10.32 | -3.66 |
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
| DGEIX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.63 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.61 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.50 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.55 | -0.07 |
Correlation
The correlation between DGEIX and CSUAX is 0.73, 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
DGEIX vs. CSUAX - Dividend Comparison
DGEIX's dividend yield for the trailing twelve months is around 3.13%, less than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGEIX DFA Global Equity Portfolio Institutional Class | 3.13% | 2.79% | 3.64% | 3.82% | 4.92% | 1.94% | 2.37% | 2.22% | 2.62% | 1.50% | 1.90% | 1.98% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
DGEIX vs. CSUAX - Drawdown Comparison
The maximum DGEIX drawdown since its inception was -59.77%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for DGEIX and CSUAX.
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Drawdown Indicators
| DGEIX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.77% | -52.20% | -7.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -7.98% | -4.07% |
Max Drawdown (5Y)Largest decline over 5 years | -25.20% | -20.45% | -4.75% |
Max Drawdown (10Y)Largest decline over 10 years | -37.00% | -35.05% | -1.95% |
Current DrawdownCurrent decline from peak | -8.85% | -4.38% | -4.47% |
Average DrawdownAverage peak-to-trough decline | -8.05% | -8.49% | +0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.83% | +0.68% |
Volatility
DGEIX vs. CSUAX - Volatility Comparison
DFA Global Equity Portfolio Institutional Class (DGEIX) has a higher volatility of 4.58% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that DGEIX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGEIX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 3.26% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 6.89% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 11.48% | +4.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 12.89% | +2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.84% | 14.89% | +1.95% |