DISVX vs. DFISX
Compare and contrast key facts about DFA International Small Cap Value Portfolio (DISVX) and DFA International Small Company Portfolio (DFISX).
DISVX is managed by Dimensional Fund Advisors LP. It was launched on Dec 28, 1994. DFISX is managed by Dimensional Fund Advisors LP. It was launched on Sep 30, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DISVX or DFISX.
Correlation
The correlation between DISVX and DFISX is 0.98, 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
DISVX vs. DFISX - Performance Comparison
Key characteristics
DISVX:
1.16
DFISX:
0.83
DISVX:
1.62
DFISX:
1.22
DISVX:
1.20
DFISX:
1.15
DISVX:
1.62
DFISX:
0.74
DISVX:
3.89
DFISX:
2.52
DISVX:
4.03%
DFISX:
4.24%
DISVX:
13.55%
DFISX:
12.92%
DISVX:
-63.79%
DFISX:
-63.00%
DISVX:
-2.13%
DFISX:
-5.59%
Returns By Period
In the year-to-date period, DISVX achieves a 6.43% return, which is significantly higher than DFISX's 4.74% return. Over the past 10 years, DISVX has outperformed DFISX with an annualized return of 4.32%, while DFISX has yielded a comparatively lower 3.79% annualized return.
DISVX
6.43%
3.69%
0.08%
14.27%
8.91%
4.32%
DFISX
4.74%
2.73%
-1.30%
9.48%
5.71%
3.79%
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DISVX vs. DFISX - Expense Ratio Comparison
DISVX has a 0.46% expense ratio, which is higher than DFISX's 0.39% expense ratio.
Risk-Adjusted Performance
DISVX vs. DFISX — Risk-Adjusted Performance Rank
DISVX
DFISX
DISVX vs. DFISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Small Cap Value Portfolio (DISVX) and DFA International Small Company Portfolio (DFISX). 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
DISVX vs. DFISX - Dividend Comparison
DISVX's dividend yield for the trailing twelve months is around 3.50%, more than DFISX's 3.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISVX DFA International Small Cap Value Portfolio | 3.50% | 3.72% | 3.75% | 2.40% | 2.76% | 1.85% | 2.47% | 2.20% | 2.54% | 2.60% | 2.01% | 2.09% |
DFISX DFA International Small Company Portfolio | 3.24% | 3.40% | 3.02% | 2.31% | 2.53% | 1.71% | 2.42% | 2.61% | 2.36% | 2.59% | 2.17% | 2.63% |
Drawdowns
DISVX vs. DFISX - Drawdown Comparison
The maximum DISVX drawdown since its inception was -63.79%, roughly equal to the maximum DFISX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for DISVX and DFISX. For additional features, visit the drawdowns tool.
Volatility
DISVX vs. DFISX - Volatility Comparison
DFA International Small Cap Value Portfolio (DISVX) and DFA International Small Company Portfolio (DFISX) have volatilities of 3.28% and 3.28%, 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.