DSCGX vs. NBGNX

In the year-to-date period, DSCGX achieves a -4.90% return, which is significantly higher than NBGNX's -6.63% return. Over the past 10 years, DSCGX has underperformed NBGNX with an annualized return of 6.88%, while NBGNX has yielded a comparatively higher 8.61% annualized return.

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DSCGX has a 0.32% expense ratio, which is lower than NBGNX's 0.99% expense ratio.

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.

The current DSCGX Sharpe Ratio is 0.06, which is higher than the NBGNX Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of DSCGX and NBGNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DSCGX's dividend yield for the trailing twelve months is around 0.68%, while NBGNX has not paid dividends to shareholders.

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.