DGEIX vs. VASGX
Compare and contrast key facts about DFA Global Equity Portfolio Institutional Class (DGEIX) and Vanguard LifeStrategy Growth Fund (VASGX).
DGEIX is managed by Dimensional Fund Advisors LP. It was launched on Dec 24, 2003. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGEIX or VASGX.
Correlation
The correlation between DGEIX and VASGX is 0.97, 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
DGEIX vs. VASGX - Performance Comparison
Key characteristics
DGEIX:
1.12
VASGX:
0.75
DGEIX:
1.54
VASGX:
0.99
DGEIX:
1.21
VASGX:
1.15
DGEIX:
1.73
VASGX:
1.00
DGEIX:
6.03
VASGX:
4.68
DGEIX:
2.25%
VASGX:
1.77%
DGEIX:
12.17%
VASGX:
11.08%
DGEIX:
-59.77%
VASGX:
-51.16%
DGEIX:
-6.93%
VASGX:
-8.33%
Returns By Period
In the year-to-date period, DGEIX achieves a -0.12% return, which is significantly higher than VASGX's -0.14% return. Over the past 10 years, DGEIX has outperformed VASGX with an annualized return of 9.57%, while VASGX has yielded a comparatively lower 6.66% annualized return.
DGEIX
-0.12%
-6.65%
1.91%
14.88%
10.17%
9.57%
VASGX
-0.14%
-7.80%
-1.56%
9.07%
5.93%
6.66%
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DGEIX vs. VASGX - Expense Ratio Comparison
DGEIX has a 0.25% expense ratio, which is higher than VASGX's 0.14% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DGEIX vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Global Equity Portfolio Institutional Class (DGEIX) and Vanguard LifeStrategy Growth Fund (VASGX). 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
DGEIX vs. VASGX - Dividend Comparison
DGEIX's dividend yield for the trailing twelve months is around 1.18%, more than VASGX's 0.99% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DFA Global Equity Portfolio Institutional Class | 1.18% | 1.18% | 1.97% | 1.89% | 1.67% | 1.44% | 1.73% | 1.99% | 1.83% | 1.91% | 1.99% | 1.88% |
Vanguard LifeStrategy Growth Fund | 0.99% | 0.99% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% |
Drawdowns
DGEIX vs. VASGX - Drawdown Comparison
The maximum DGEIX drawdown since its inception was -59.77%, which is greater than VASGX's maximum drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for DGEIX and VASGX. For additional features, visit the drawdowns tool.
Volatility
DGEIX vs. VASGX - Volatility Comparison
The current volatility for DFA Global Equity Portfolio Institutional Class (DGEIX) is 4.24%, while Vanguard LifeStrategy Growth Fund (VASGX) has a volatility of 6.21%. This indicates that DGEIX experiences smaller price fluctuations and is considered to be less risky than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.