DIPSX vs. FEPIX
Compare and contrast key facts about DFA Inflation-Protected Securities Portfolio (DIPSX) and Fidelity Total Bond Fund (FEPIX).
DIPSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 17, 2006. FEPIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIPSX or FEPIX.
Correlation
The correlation between DIPSX and FEPIX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DIPSX vs. FEPIX - Performance Comparison
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Key characteristics
DIPSX:
1.14
FEPIX:
0.99
DIPSX:
1.69
FEPIX:
1.45
DIPSX:
1.21
FEPIX:
1.17
DIPSX:
0.57
FEPIX:
0.50
DIPSX:
3.42
FEPIX:
2.80
DIPSX:
1.68%
FEPIX:
1.80%
DIPSX:
4.82%
FEPIX:
5.20%
DIPSX:
-15.58%
FEPIX:
-18.31%
DIPSX:
-4.94%
FEPIX:
-4.74%
Returns By Period
In the year-to-date period, DIPSX achieves a 2.90% return, which is significantly higher than FEPIX's 1.26% return. Over the past 10 years, DIPSX has outperformed FEPIX with an annualized return of 2.35%, while FEPIX has yielded a comparatively lower 1.89% annualized return.
DIPSX
2.90%
1.01%
1.67%
5.46%
1.51%
2.35%
FEPIX
1.26%
0.86%
0.63%
5.15%
0.14%
1.89%
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DIPSX vs. FEPIX - Expense Ratio Comparison
DIPSX has a 0.11% expense ratio, which is lower than FEPIX's 0.50% expense ratio.
Risk-Adjusted Performance
DIPSX vs. FEPIX — Risk-Adjusted Performance Rank
DIPSX
FEPIX
DIPSX vs. FEPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Inflation-Protected Securities Portfolio (DIPSX) and Fidelity Total Bond Fund (FEPIX). 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.
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Dividends
DIPSX vs. FEPIX - Dividend Comparison
DIPSX's dividend yield for the trailing twelve months is around 3.02%, less than FEPIX's 4.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIPSX DFA Inflation-Protected Securities Portfolio | 3.02% | 2.70% | 3.74% | 8.15% | 4.82% | 1.28% | 1.97% | 2.28% | 2.64% | 1.75% | 0.60% | 1.91% |
FEPIX Fidelity Total Bond Fund | 4.10% | 4.46% | 4.09% | 3.28% | 2.16% | 2.47% | 2.88% | 3.13% | 2.69% | 2.92% | 3.65% | 3.09% |
Drawdowns
DIPSX vs. FEPIX - Drawdown Comparison
The maximum DIPSX drawdown since its inception was -15.58%, smaller than the maximum FEPIX drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for DIPSX and FEPIX. For additional features, visit the drawdowns tool.
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Volatility
DIPSX vs. FEPIX - Volatility Comparison
DFA Inflation-Protected Securities Portfolio (DIPSX) has a higher volatility of 1.72% compared to Fidelity Total Bond Fund (FEPIX) at 1.46%. This indicates that DIPSX's price experiences larger fluctuations and is considered to be riskier than FEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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