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DSCGX vs. NEAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DSCGX vs. NEAGX

Last updated May 12, 2025

Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and Needham Aggressive Growth Fund (NEAGX).

DSCGX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. NEAGX is managed by Needham. It was launched on Sep 4, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSCGX or NEAGX.

Correlation

The correlation between DSCGX and NEAGX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

DSCGX vs. NEAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DFA U.S. Small Cap Growth Portfolio (DSCGX) and Needham Aggressive Growth Fund (NEAGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

DSCGX:

13.14%

NEAGX:

16.59%

Max Drawdown

DSCGX:

-0.56%

NEAGX:

0.00%

Current Drawdown

DSCGX:

0.00%

NEAGX:

0.00%

Returns By Period

DSCGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

NEAGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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DSCGX vs. NEAGX - Expense Ratio Comparison

DSCGX has a 0.32% expense ratio, which is lower than NEAGX's 1.86% expense ratio.

NEAGX
Needham Aggressive Growth Fund
DSCGX
DFA U.S. Small Cap Growth Portfolio

Risk-Adjusted Performance

DSCGX vs. NEAGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DSCGX
The Risk-Adjusted Performance Rank of DSCGX is 2929
Overall Rank
The Sharpe Ratio Rank of DSCGX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of DSCGX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of DSCGX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of DSCGX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of DSCGX is 2828
Martin Ratio Rank
NEAGX
The Risk-Adjusted Performance Rank of NEAGX is 1010
Overall Rank
The Sharpe Ratio Rank of NEAGX is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of NEAGX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of NEAGX is 1313
Omega Ratio Rank
The Calmar Ratio Rank of NEAGX is 66
Calmar Ratio Rank
The Martin Ratio Rank of NEAGX is 88
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DSCGX vs. NEAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Growth Portfolio (DSCGX) and Needham Aggressive Growth Fund (NEAGX). 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.

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Dividends

DSCGX vs. NEAGX - Dividend Comparison

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

TTM20242023202220212020201920182017201620152014
DSCGX
DFA U.S. Small Cap Growth Portfolio		0.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NEAGX
Needham Aggressive Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DSCGX vs. NEAGX - Drawdown Comparison

The maximum DSCGX drawdown since its inception was -0.56%, which is greater than NEAGX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DSCGX and NEAGX. For additional features, visit the drawdowns tool.

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Volatility

DSCGX vs. NEAGX - Volatility Comparison

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