DSCPX vs. BDSIX

In the year-to-date period, DSCPX achieves a -12.51% return, which is significantly lower than BDSIX's -10.98% return. Both investments have delivered pretty close results over the past 10 years, with DSCPX having a 4.35% annualized return and BDSIX not far behind at 4.16%.

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DSCPX has a 0.89% expense ratio, which is higher than BDSIX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Davenport Small Cap Focus Fund (DSCPX) and BlackRock Advantage Small Cap Core Fund (BDSIX). 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 DSCPX Sharpe Ratio is -0.65, which is lower than the BDSIX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of DSCPX and BDSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DSCPX's dividend yield for the trailing twelve months is around 0.74%, less than BDSIX's 0.86% yield.

The maximum DSCPX drawdown since its inception was -41.99%, roughly equal to the maximum BDSIX drawdown of -43.36%. Use the drawdown chart below to compare losses from any high point for DSCPX and BDSIX. For additional features, visit the drawdowns tool.

Davenport Small Cap Focus Fund (DSCPX) and BlackRock Advantage Small Cap Core Fund (BDSIX) have volatilities of 13.66% and 14.36%, 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.