Correlation
The correlation between DISMX and PRIDX 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.
DISMX vs. PRIDX
Compare and contrast key facts about DFA International Small Cap Growth Portfolio (DISMX) and T. Rowe Price International Discovery Fund (PRIDX).
DISMX is managed by Dimensional Fund Advisors LP. It was launched on Dec 19, 2012. PRIDX is managed by T. Rowe Price. It was launched on Dec 29, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DISMX or PRIDX.
Performance
DISMX vs. PRIDX - Performance Comparison
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Key characteristics
DISMX:
1.04
PRIDX:
0.55
DISMX:
1.41
PRIDX:
0.75
DISMX:
1.19
PRIDX:
1.10
DISMX:
0.55
PRIDX:
0.25
DISMX:
3.23
PRIDX:
1.44
DISMX:
4.72%
PRIDX:
5.29%
DISMX:
15.66%
PRIDX:
15.77%
DISMX:
-42.54%
PRIDX:
-64.93%
DISMX:
-9.65%
PRIDX:
-16.57%
Returns By Period
In the year-to-date period, DISMX achieves a 17.13% return, which is significantly higher than PRIDX's 11.11% return. Over the past 10 years, DISMX has underperformed PRIDX with an annualized return of 4.79%, while PRIDX has yielded a comparatively higher 6.68% annualized return.
DISMX
17.13%
6.71%
13.39%
16.11%
7.19%
7.26%
4.79%
PRIDX
11.11%
5.39%
8.86%
8.55%
6.33%
6.30%
6.68%
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DISMX vs. PRIDX - Expense Ratio Comparison
DISMX has a 0.53% expense ratio, which is lower than PRIDX's 1.23% expense ratio.
Risk-Adjusted Performance
DISMX vs. PRIDX — Risk-Adjusted Performance Rank
DISMX
PRIDX
DISMX vs. PRIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Small Cap Growth Portfolio (DISMX) and T. Rowe Price International Discovery Fund (PRIDX). 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
DISMX vs. PRIDX - Dividend Comparison
DISMX's dividend yield for the trailing twelve months is around 2.17%, less than PRIDX's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISMX DFA International Small Cap Growth Portfolio | 2.17% | 2.48% | 2.16% | 2.17% | 6.20% | 1.11% | 2.31% | 5.61% | 4.20% | 2.28% | 3.17% | 2.99% |
PRIDX T. Rowe Price International Discovery Fund | 3.63% | 4.03% | 2.05% | 3.18% | 15.35% | 4.30% | 1.16% | 6.20% | 3.46% | 2.39% | 5.00% | 7.43% |
Drawdowns
DISMX vs. PRIDX - Drawdown Comparison
The maximum DISMX drawdown since its inception was -42.54%, smaller than the maximum PRIDX drawdown of -64.93%. Use the drawdown chart below to compare losses from any high point for DISMX and PRIDX.
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Volatility
DISMX vs. PRIDX - Volatility Comparison
DFA International Small Cap Growth Portfolio (DISMX) and T. Rowe Price International Discovery Fund (PRIDX) have volatilities of 2.79% and 2.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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