HRCVX vs. DFEOX
Compare and contrast key facts about Carillon Eagle Growth & Income Fund (HRCVX) and DFA US Core Equity 1 Portfolio I (DFEOX).
HRCVX is managed by Carillon Family of Funds. It was launched on Dec 15, 1986. DFEOX is managed by Dimensional Fund Advisors LP. It was launched on Sep 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRCVX or DFEOX.
Correlation
The correlation between HRCVX and DFEOX is 0.91, 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
HRCVX vs. DFEOX - Performance Comparison
Key characteristics
HRCVX:
0.11
DFEOX:
1.73
HRCVX:
0.23
DFEOX:
2.36
HRCVX:
1.05
DFEOX:
1.32
HRCVX:
0.09
DFEOX:
2.70
HRCVX:
0.38
DFEOX:
9.76
HRCVX:
5.23%
DFEOX:
2.29%
HRCVX:
18.24%
DFEOX:
12.98%
HRCVX:
-57.19%
DFEOX:
-56.77%
HRCVX:
-18.58%
DFEOX:
-1.91%
Returns By Period
In the year-to-date period, HRCVX achieves a 3.49% return, which is significantly higher than DFEOX's 2.98% return. Over the past 10 years, HRCVX has underperformed DFEOX with an annualized return of 3.18%, while DFEOX has yielded a comparatively higher 11.22% annualized return.
HRCVX
3.49%
2.83%
-2.33%
2.60%
0.57%
3.18%
DFEOX
2.98%
1.88%
14.48%
22.06%
12.60%
11.22%
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HRCVX vs. DFEOX - Expense Ratio Comparison
HRCVX has a 0.96% expense ratio, which is higher than DFEOX's 0.14% expense ratio.
Risk-Adjusted Performance
HRCVX vs. DFEOX — Risk-Adjusted Performance Rank
HRCVX
DFEOX
HRCVX vs. DFEOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Growth & Income Fund (HRCVX) and DFA US Core Equity 1 Portfolio I (DFEOX). 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
HRCVX vs. DFEOX - Dividend Comparison
HRCVX's dividend yield for the trailing twelve months is around 2.01%, more than DFEOX's 1.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRCVX Carillon Eagle Growth & Income Fund | 2.01% | 2.08% | 1.73% | 1.69% | 1.36% | 1.66% | 1.80% | 2.17% | 1.65% | 1.89% | 1.67% | 3.03% |
DFEOX DFA US Core Equity 1 Portfolio I | 1.09% | 1.13% | 1.43% | 1.57% | 1.12% | 1.36% | 1.41% | 1.67% | 1.58% | 1.72% | 1.74% | 1.48% |
Drawdowns
HRCVX vs. DFEOX - Drawdown Comparison
The maximum HRCVX drawdown since its inception was -57.19%, roughly equal to the maximum DFEOX drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for HRCVX and DFEOX. For additional features, visit the drawdowns tool.
Volatility
HRCVX vs. DFEOX - Volatility Comparison
The current volatility for Carillon Eagle Growth & Income Fund (HRCVX) is 3.50%, while DFA US Core Equity 1 Portfolio I (DFEOX) has a volatility of 3.86%. This indicates that HRCVX experiences smaller price fluctuations and is considered to be less risky than DFEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.