FNIDX vs. DFALX

In the year-to-date period, FNIDX achieves a 11.08% return, which is significantly lower than DFALX's 13.76% return.

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FNIDX has a 0.20% expense ratio, which is higher than DFALX's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Sustainability Index Fd (FNIDX) and DFA Large Cap International Portfolio (DFALX). 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 FNIDX Sharpe Ratio is 0.64, which is comparable to the DFALX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of FNIDX and DFALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNIDX's dividend yield for the trailing twelve months is around 2.11%, less than DFALX's 2.82% yield.

The maximum FNIDX drawdown since its inception was -33.17%, smaller than the maximum DFALX drawdown of -60.14%. Use the drawdown chart below to compare losses from any high point for FNIDX and DFALX. For additional features, visit the drawdowns tool.

Fidelity International Sustainability Index Fd (FNIDX) has a higher volatility of 3.27% compared to DFA Large Cap International Portfolio (DFALX) at 2.83%. This indicates that FNIDX's price experiences larger fluctuations and is considered to be riskier than DFALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.