GSAKX vs. DFIVX
Compare and contrast key facts about Goldman Sachs International Equity Income Fund Class A (GSAKX) and DFA International Value Portfolio (DFIVX).
GSAKX is managed by Goldman Sachs. It was launched on Jun 25, 2007. DFIVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 14, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSAKX or DFIVX.
Correlation
The correlation between GSAKX and DFIVX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GSAKX vs. DFIVX - Performance Comparison
Key characteristics
GSAKX:
0.78
DFIVX:
0.49
GSAKX:
1.11
DFIVX:
0.72
GSAKX:
1.14
DFIVX:
1.09
GSAKX:
0.43
DFIVX:
0.66
GSAKX:
3.35
DFIVX:
2.07
GSAKX:
2.60%
DFIVX:
2.94%
GSAKX:
11.26%
DFIVX:
12.52%
GSAKX:
-75.31%
DFIVX:
-65.67%
GSAKX:
-11.88%
DFIVX:
-8.31%
Returns By Period
In the year-to-date period, GSAKX achieves a 7.48% return, which is significantly higher than DFIVX's 5.08% return. Both investments have delivered pretty close results over the past 10 years, with GSAKX having a 5.04% annualized return and DFIVX not far ahead at 5.26%.
GSAKX
7.48%
-2.24%
0.13%
8.44%
6.40%
5.04%
DFIVX
5.08%
-3.49%
-1.39%
5.82%
6.86%
5.26%
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GSAKX vs. DFIVX - Expense Ratio Comparison
GSAKX has a 1.40% expense ratio, which is higher than DFIVX's 0.30% expense ratio.
Risk-Adjusted Performance
GSAKX vs. DFIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs International Equity Income Fund Class A (GSAKX) and DFA International Value Portfolio (DFIVX). 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
GSAKX vs. DFIVX - Dividend Comparison
GSAKX's dividend yield for the trailing twelve months is around 2.48%, less than DFIVX's 2.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSAKX Goldman Sachs International Equity Income Fund Class A | 2.48% | 2.68% | 1.99% | 2.74% | 1.74% | 2.65% | 3.72% | 1.41% | 2.01% | 0.78% | 3.92% | 0.76% |
DFIVX DFA International Value Portfolio | 2.97% | 4.40% | 3.78% | 4.27% | 2.43% | 3.70% | 3.31% | 2.85% | 3.37% | 3.45% | 4.89% | 2.71% |
Drawdowns
GSAKX vs. DFIVX - Drawdown Comparison
The maximum GSAKX drawdown since its inception was -75.31%, which is greater than DFIVX's maximum drawdown of -65.67%. Use the drawdown chart below to compare losses from any high point for GSAKX and DFIVX. For additional features, visit the drawdowns tool.
Volatility
GSAKX vs. DFIVX - Volatility Comparison
Goldman Sachs International Equity Income Fund Class A (GSAKX) and DFA International Value Portfolio (DFIVX) have volatilities of 3.68% and 3.54%, 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.