DISMX vs. VBIAX
Compare and contrast key facts about DFA International Small Cap Growth Portfolio (DISMX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
DISMX is managed by Dimensional Fund Advisors LP. It was launched on Dec 19, 2012. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DISMX or VBIAX.
Correlation
The correlation between DISMX and VBIAX is 0.74, 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
DISMX vs. VBIAX - Performance Comparison
Key characteristics
DISMX:
0.60
VBIAX:
1.74
DISMX:
0.93
VBIAX:
2.41
DISMX:
1.11
VBIAX:
1.31
DISMX:
0.30
VBIAX:
3.19
DISMX:
1.83
VBIAX:
9.69
DISMX:
4.24%
VBIAX:
1.55%
DISMX:
12.72%
VBIAX:
8.52%
DISMX:
-42.54%
VBIAX:
-35.90%
DISMX:
-18.55%
VBIAX:
-0.45%
Returns By Period
In the year-to-date period, DISMX achieves a 5.60% return, which is significantly higher than VBIAX's 2.87% return. Over the past 10 years, DISMX has underperformed VBIAX with an annualized return of 4.66%, while VBIAX has yielded a comparatively higher 8.28% annualized return.
DISMX
5.60%
7.93%
3.34%
8.57%
2.75%
4.66%
VBIAX
2.87%
3.55%
6.63%
15.56%
8.11%
8.28%
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DISMX vs. VBIAX - Expense Ratio Comparison
DISMX has a 0.53% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Risk-Adjusted Performance
DISMX vs. VBIAX — Risk-Adjusted Performance Rank
DISMX
VBIAX
DISMX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Small Cap Growth Portfolio (DISMX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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
DISMX vs. VBIAX - Dividend Comparison
DISMX's dividend yield for the trailing twelve months is around 2.35%, less than VBIAX's 5.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISMX DFA International Small Cap Growth Portfolio | 2.35% | 2.48% | 2.16% | 2.17% | 1.34% | 1.11% | 1.87% | 2.40% | 1.73% | 2.09% | 1.95% | 2.01% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.12% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
DISMX vs. VBIAX - Drawdown Comparison
The maximum DISMX drawdown since its inception was -42.54%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for DISMX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
DISMX vs. VBIAX - Volatility Comparison
DFA International Small Cap Growth Portfolio (DISMX) has a higher volatility of 3.73% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 2.47%. This indicates that DISMX's price experiences larger fluctuations and is considered to be riskier than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.