HSCSX vs. DFISX
Compare and contrast key facts about Homestead Small Company Stock Fund (HSCSX) and DFA International Small Company Portfolio (DFISX).
HSCSX is managed by Homestead. It was launched on Mar 4, 1998. DFISX is managed by Dimensional. It was launched on Sep 30, 1996.
Performance
HSCSX vs. DFISX - Performance Comparison
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HSCSX vs. DFISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | -2.68% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
DFISX DFA International Small Company Portfolio | -1.97% | 36.35% | 3.76% | 14.46% | -17.13% | 10.71% | 9.27% | 24.18% | -19.42% | 24.78% |
Returns By Period
In the year-to-date period, HSCSX achieves a -2.68% return, which is significantly lower than DFISX's -1.97% return. Over the past 10 years, HSCSX has underperformed DFISX with an annualized return of 6.03%, while DFISX has yielded a comparatively higher 7.66% annualized return.
HSCSX
- 1D
- -0.94%
- 1M
- -9.03%
- YTD
- -2.68%
- 6M
- -1.28%
- 1Y
- 11.23%
- 3Y*
- 5.85%
- 5Y*
- 1.95%
- 10Y*
- 6.03%
DFISX
- 1D
- -0.34%
- 1M
- -11.77%
- YTD
- -1.97%
- 6M
- 2.11%
- 1Y
- 26.89%
- 3Y*
- 14.28%
- 5Y*
- 6.58%
- 10Y*
- 7.66%
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HSCSX vs. DFISX - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than DFISX's 0.39% expense ratio.
Return for Risk
HSCSX vs. DFISX — Risk / Return Rank
HSCSX
DFISX
HSCSX vs. DFISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and DFA International Small Company Portfolio (DFISX). 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.
| HSCSX | DFISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 1.66 | -1.18 |
Sortino ratioReturn per unit of downside risk | 0.86 | 2.15 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.33 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.04 | -1.44 |
Martin ratioReturn relative to average drawdown | 2.31 | 7.97 | -5.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HSCSX | DFISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 1.66 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.42 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.48 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.44 | -0.07 |
Correlation
The correlation between HSCSX and DFISX is 0.56, 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.
Dividends
HSCSX vs. DFISX - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 11.18%, more than DFISX's 3.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 11.18% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
DFISX DFA International Small Company Portfolio | 3.21% | 3.19% | 3.39% | 3.01% | 3.51% | 3.06% | 1.71% | 4.54% | 7.74% | 1.27% | 4.44% | 4.47% |
Drawdowns
HSCSX vs. DFISX - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -55.79%, smaller than the maximum DFISX drawdown of -60.66%. Use the drawdown chart below to compare losses from any high point for HSCSX and DFISX.
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Drawdown Indicators
| HSCSX | DFISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -60.66% | +4.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -11.96% | -2.86% |
Max Drawdown (5Y)Largest decline over 5 years | -29.42% | -35.06% | +5.64% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | -43.00% | -1.64% |
Current DrawdownCurrent decline from peak | -10.95% | -11.77% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -11.69% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.06% | +0.80% |
Volatility
HSCSX vs. DFISX - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) and DFA International Small Company Portfolio (DFISX) have volatilities of 5.91% and 5.90%, 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.
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Volatility by Period
| HSCSX | DFISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.91% | 5.90% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.39% | 10.04% | +3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.04% | 15.38% | +8.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 15.75% | +5.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 16.11% | +6.24% |