DSCGX vs. NBGNX
Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and Neuberger Berman Genesis Fund (NBGNX).
DSCGX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSCGX or NBGNX.
Correlation
The correlation between DSCGX and NBGNX is 0.95, 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
DSCGX vs. NBGNX - Performance Comparison
Key characteristics
DSCGX:
0.82
NBGNX:
0.38
DSCGX:
1.26
NBGNX:
0.67
DSCGX:
1.15
NBGNX:
1.08
DSCGX:
1.10
NBGNX:
0.35
DSCGX:
3.66
NBGNX:
1.18
DSCGX:
3.83%
NBGNX:
5.58%
DSCGX:
17.07%
NBGNX:
17.35%
DSCGX:
-43.10%
NBGNX:
-51.48%
DSCGX:
-5.21%
NBGNX:
-11.64%
Returns By Period
In the year-to-date period, DSCGX achieves a 3.34% return, which is significantly higher than NBGNX's 0.86% return. Over the past 10 years, DSCGX has outperformed NBGNX with an annualized return of 7.79%, while NBGNX has yielded a comparatively lower 1.71% annualized return.
DSCGX
3.34%
-0.54%
6.81%
15.74%
9.31%
7.79%
NBGNX
0.86%
-1.38%
-0.83%
8.57%
4.89%
1.71%
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DSCGX vs. NBGNX - Expense Ratio Comparison
DSCGX has a 0.32% expense ratio, which is lower than NBGNX's 0.99% expense ratio.
Risk-Adjusted Performance
DSCGX vs. NBGNX — Risk-Adjusted Performance Rank
DSCGX
NBGNX
DSCGX vs. NBGNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Growth Portfolio (DSCGX) and Neuberger Berman Genesis Fund (NBGNX). 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
DSCGX vs. NBGNX - Dividend Comparison
DSCGX's dividend yield for the trailing twelve months is around 0.60%, while NBGNX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.60% | 0.62% | 0.72% | 0.83% | 0.56% | 0.58% | 0.74% | 0.99% | 0.72% | 0.84% | 0.78% | 0.63% |
NBGNX Neuberger Berman Genesis Fund | 0.00% | 0.00% | 3.07% | 11.05% | 0.00% | 0.00% | 0.05% | 0.05% | 0.20% | 0.47% | 0.52% | 0.38% |
Drawdowns
DSCGX vs. NBGNX - Drawdown Comparison
The maximum DSCGX drawdown since its inception was -43.10%, smaller than the maximum NBGNX drawdown of -51.48%. Use the drawdown chart below to compare losses from any high point for DSCGX and NBGNX. For additional features, visit the drawdowns tool.
Volatility
DSCGX vs. NBGNX - Volatility Comparison
DFA U.S. Small Cap Growth Portfolio (DSCGX) and Neuberger Berman Genesis Fund (NBGNX) have volatilities of 4.14% and 4.08%, 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.