DRDIX vs. DFEOX
Compare and contrast key facts about Dearborn Partners Rising Dividend Fund (DRDIX) and DFA US Core Equity 1 Portfolio I (DFEOX).
DRDIX is managed by Dearborn Partners. It was launched on Apr 10, 2013. DFEOX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
DRDIX vs. DFEOX - Performance Comparison
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DRDIX vs. DFEOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | -2.56% | 2.36% | 18.69% | 13.77% | -11.52% | 24.46% | 10.50% | 30.30% | -0.65% | 15.02% |
DFEOX DFA US Core Equity 1 Portfolio I | -4.34% | 16.00% | 21.35% | 22.97% | -14.99% | 27.51% | 16.44% | 30.20% | -7.81% | 20.26% |
Returns By Period
In the year-to-date period, DRDIX achieves a -2.56% return, which is significantly higher than DFEOX's -4.34% return. Over the past 10 years, DRDIX has underperformed DFEOX with an annualized return of 9.82%, while DFEOX has yielded a comparatively higher 12.94% annualized return.
DRDIX
- 1D
- 0.62%
- 1M
- -6.14%
- YTD
- -2.56%
- 6M
- -5.93%
- 1Y
- -3.66%
- 3Y*
- 9.27%
- 5Y*
- 7.29%
- 10Y*
- 9.82%
DFEOX
- 1D
- -0.49%
- 1M
- -7.30%
- YTD
- -4.34%
- 6M
- -1.81%
- 1Y
- 15.78%
- 3Y*
- 16.13%
- 5Y*
- 10.46%
- 10Y*
- 12.94%
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DRDIX vs. DFEOX - Expense Ratio Comparison
DRDIX has a 0.95% expense ratio, which is higher than DFEOX's 0.14% expense ratio.
Return for Risk
DRDIX vs. DFEOX — Risk / Return Rank
DRDIX
DFEOX
DRDIX vs. DFEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dearborn Partners Rising Dividend Fund (DRDIX) and DFA US Core Equity 1 Portfolio I (DFEOX). 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.
| DRDIX | DFEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 0.93 | -1.10 |
Sortino ratioReturn per unit of downside risk | -0.14 | 1.43 | -1.57 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.22 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.31 | 0.98 | -1.29 |
Martin ratioReturn relative to average drawdown | -0.98 | 4.74 | -5.72 |
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
| DRDIX | DFEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.93 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.62 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.72 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.51 | +0.12 |
Correlation
The correlation between DRDIX and DFEOX is 0.87, 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
DRDIX vs. DFEOX - Dividend Comparison
DRDIX's dividend yield for the trailing twelve months is around 3.72%, more than DFEOX's 1.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | 3.72% | 3.55% | 11.15% | 0.80% | 1.88% | 2.49% | 1.21% | 1.47% | 1.55% | 1.74% | 1.11% | 1.53% |
DFEOX DFA US Core Equity 1 Portfolio I | 1.12% | 1.06% | 1.13% | 1.43% | 4.08% | 3.69% | 1.36% | 3.02% | 2.37% | 1.61% | 1.61% | 2.98% |
Drawdowns
DRDIX vs. DFEOX - Drawdown Comparison
The maximum DRDIX drawdown since its inception was -31.36%, smaller than the maximum DFEOX drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for DRDIX and DFEOX.
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Drawdown Indicators
| DRDIX | DFEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -56.77% | +25.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -12.58% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -22.86% | +3.41% |
Max Drawdown (10Y)Largest decline over 10 years | -31.36% | -36.55% | +5.19% |
Current DrawdownCurrent decline from peak | -7.12% | -8.28% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -3.55% | -7.25% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.69% | +0.74% |
Volatility
DRDIX vs. DFEOX - Volatility Comparison
The current volatility for Dearborn Partners Rising Dividend Fund (DRDIX) is 2.98%, while DFA US Core Equity 1 Portfolio I (DFEOX) has a volatility of 4.20%. This indicates that DRDIX experiences smaller price fluctuations and is considered to be less risky than DFEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRDIX | DFEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.98% | 4.20% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 6.76% | 8.49% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.85% | 17.87% | -4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 16.88% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 17.98% | -2.31% |