DSEFX vs. ARES
Compare and contrast key facts about Domini Impact Equity Fund (DSEFX) and Ares Management Corporation (ARES).
DSEFX is managed by Domini. It was launched on Jun 3, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSEFX or ARES.
Correlation
The correlation between DSEFX and ARES is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DSEFX vs. ARES - Performance Comparison
Key characteristics
DSEFX:
1.23
ARES:
2.13
DSEFX:
1.57
ARES:
2.74
DSEFX:
1.25
ARES:
1.35
DSEFX:
1.27
ARES:
4.57
DSEFX:
7.99
ARES:
12.92
DSEFX:
2.40%
ARES:
4.50%
DSEFX:
15.58%
ARES:
27.23%
DSEFX:
-80.93%
ARES:
-45.85%
DSEFX:
-7.48%
ARES:
-3.68%
Returns By Period
In the year-to-date period, DSEFX achieves a 17.32% return, which is significantly lower than ARES's 51.83% return. Over the past 10 years, DSEFX has underperformed ARES with an annualized return of 5.70%, while ARES has yielded a comparatively higher 32.00% annualized return.
DSEFX
17.32%
-3.14%
2.86%
17.86%
9.99%
5.70%
ARES
51.83%
2.94%
35.11%
56.76%
43.33%
32.00%
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Risk-Adjusted Performance
DSEFX vs. ARES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Domini Impact Equity Fund (DSEFX) and Ares Management Corporation (ARES). 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
DSEFX vs. ARES - Dividend Comparison
DSEFX's dividend yield for the trailing twelve months is around 0.24%, less than ARES's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSEFX Domini Impact Equity Fund | 0.24% | 0.39% | 0.12% | 0.14% | 0.50% | 0.49% | 1.19% | 0.14% | 1.04% | 0.94% | 1.26% | 0.58% |
ARES Ares Management Corporation | 2.11% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% | 0.00% |
Drawdowns
DSEFX vs. ARES - Drawdown Comparison
The maximum DSEFX drawdown since its inception was -80.93%, which is greater than ARES's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for DSEFX and ARES. For additional features, visit the drawdowns tool.
Volatility
DSEFX vs. ARES - Volatility Comparison
Domini Impact Equity Fund (DSEFX) and Ares Management Corporation (ARES) have volatilities of 8.73% and 8.87%, 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.