MINVX vs. DFIEX
Compare and contrast key facts about Madison Investors Fund (MINVX) and DFA International Core Equity Portfolio I (DFIEX).
MINVX is managed by Madison Funds. It was launched on Nov 1, 1978. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
MINVX vs. DFIEX - Performance Comparison
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MINVX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | -2.68% | 3.30% | 16.38% | 26.12% | -13.18% | 22.70% | 14.48% | 30.48% | 0.64% | 22.53% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
Returns By Period
In the year-to-date period, MINVX achieves a -2.68% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, MINVX has outperformed DFIEX with an annualized return of 11.92%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
MINVX
- 1D
- 2.52%
- 1M
- -6.64%
- YTD
- -2.68%
- 6M
- 0.61%
- 1Y
- 1.31%
- 3Y*
- 11.50%
- 5Y*
- 8.26%
- 10Y*
- 11.92%
DFIEX
- 1D
- 3.02%
- 1M
- -6.42%
- YTD
- 2.80%
- 6M
- 8.00%
- 1Y
- 30.46%
- 3Y*
- 16.74%
- 5Y*
- 9.40%
- 10Y*
- 9.64%
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MINVX vs. DFIEX - Expense Ratio Comparison
MINVX has a 0.91% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
MINVX vs. DFIEX — Risk / Return Rank
MINVX
DFIEX
MINVX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Investors Fund (MINVX) and DFA International Core Equity Portfolio I (DFIEX). 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.
| MINVX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 1.95 | -1.87 |
Sortino ratioReturn per unit of downside risk | 0.25 | 2.55 | -2.29 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.39 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 2.57 | -2.37 |
Martin ratioReturn relative to average drawdown | 0.63 | 10.07 | -9.45 |
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
| MINVX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 1.95 | -1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.60 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.59 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.35 | 0.00 |
Correlation
The correlation between MINVX and DFIEX is 0.77, 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.
Dividends
MINVX vs. DFIEX - Dividend Comparison
MINVX's dividend yield for the trailing twelve months is around 7.50%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | 7.50% | 7.30% | 6.09% | 8.18% | 6.64% | 7.82% | 9.86% | 6.02% | 18.77% | 5.91% | 3.31% | 16.40% |
DFIEX DFA International Core Equity Portfolio I | 3.14% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
MINVX vs. DFIEX - Drawdown Comparison
The maximum MINVX drawdown since its inception was -52.40%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for MINVX and DFIEX.
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Drawdown Indicators
| MINVX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.40% | -62.22% | +9.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -11.01% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -21.46% | -28.66% | +7.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -41.04% | +7.19% |
Current DrawdownCurrent decline from peak | -7.56% | -7.75% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -12.26% | +4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 2.81% | +0.86% |
Volatility
MINVX vs. DFIEX - Volatility Comparison
The current volatility for Madison Investors Fund (MINVX) is 5.24%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that MINVX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINVX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 7.09% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 10.45% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 15.90% | +2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 15.65% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 16.35% | +0.63% |