DILRX vs. RWIGX
Compare and contrast key facts about DFA International Large Cap Growth Portfolio (DILRX) and Capital World Growth and Income Fund Class R-6 (RWIGX).
DILRX is managed by Dimensional. It was launched on Dec 19, 2012. RWIGX is a passively managed fund by American Funds that tracks the performance of the MSCI All Country World Index (ACWI). It was launched on Mar 26, 1993.
Performance
DILRX vs. RWIGX - Performance Comparison
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DILRX vs. RWIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DILRX DFA International Large Cap Growth Portfolio | -0.70% | 25.59% | 1.70% | 18.51% | -19.75% | 15.20% | 14.72% | 26.40% | -12.92% | 26.41% |
RWIGX Capital World Growth and Income Fund Class R-6 | -1.24% | 25.09% | 14.21% | 20.87% | -17.02% | 15.11% | 15.71% | 25.94% | -10.32% | 24.95% |
Returns By Period
In the year-to-date period, DILRX achieves a -0.70% return, which is significantly higher than RWIGX's -1.24% return. Over the past 10 years, DILRX has underperformed RWIGX with an annualized return of 8.36%, while RWIGX has yielded a comparatively higher 11.00% annualized return.
DILRX
- 1D
- 3.24%
- 1M
- -8.11%
- YTD
- -0.70%
- 6M
- 0.80%
- 1Y
- 17.28%
- 3Y*
- 11.01%
- 5Y*
- 6.10%
- 10Y*
- 8.36%
RWIGX
- 1D
- 3.00%
- 1M
- -6.54%
- YTD
- -1.24%
- 6M
- 2.54%
- 1Y
- 22.83%
- 3Y*
- 17.06%
- 5Y*
- 9.02%
- 10Y*
- 11.00%
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DILRX vs. RWIGX - Expense Ratio Comparison
DILRX has a 0.29% expense ratio, which is lower than RWIGX's 0.41% expense ratio.
Return for Risk
DILRX vs. RWIGX — Risk / Return Rank
DILRX
RWIGX
DILRX vs. RWIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Large Cap Growth Portfolio (DILRX) and Capital World Growth and Income Fund Class R-6 (RWIGX). 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.
| DILRX | RWIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.48 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.12 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.30 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.10 | -0.81 |
Martin ratioReturn relative to average drawdown | 5.25 | 8.87 | -3.61 |
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
| DILRX | RWIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.48 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.60 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.69 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.58 | -0.10 |
Correlation
The correlation between DILRX and RWIGX is 0.91, 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
DILRX vs. RWIGX - Dividend Comparison
DILRX's dividend yield for the trailing twelve months is around 1.96%, less than RWIGX's 11.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DILRX DFA International Large Cap Growth Portfolio | 1.96% | 1.98% | 2.03% | 1.95% | 2.56% | 2.37% | 1.34% | 2.09% | 2.55% | 1.94% | 2.40% | 2.34% |
RWIGX Capital World Growth and Income Fund Class R-6 | 11.04% | 10.86% | 8.23% | 3.44% | 2.45% | 7.16% | 1.53% | 2.90% | 7.37% | 6.94% | 5.60% | 4.04% |
Drawdowns
DILRX vs. RWIGX - Drawdown Comparison
The maximum DILRX drawdown since its inception was -32.19%, roughly equal to the maximum RWIGX drawdown of -31.98%. Use the drawdown chart below to compare losses from any high point for DILRX and RWIGX.
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Drawdown Indicators
| DILRX | RWIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.19% | -31.98% | -0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -11.08% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -32.02% | -27.03% | -4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -32.19% | -31.98% | -0.21% |
Current DrawdownCurrent decline from peak | -9.47% | -7.81% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -5.19% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.63% | +0.41% |
Volatility
DILRX vs. RWIGX - Volatility Comparison
DFA International Large Cap Growth Portfolio (DILRX) has a higher volatility of 8.06% compared to Capital World Growth and Income Fund Class R-6 (RWIGX) at 6.25%. This indicates that DILRX's price experiences larger fluctuations and is considered to be riskier than RWIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DILRX | RWIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 6.25% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 11.53% | 10.48% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 16.01% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 15.04% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 15.97% | -0.20% |