MUIFX vs. DFIEX
Compare and contrast key facts about Nationwide Fund (MUIFX) and DFA International Core Equity Portfolio I (DFIEX).
MUIFX is managed by Nationwide. It was launched on May 11, 1933. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
MUIFX vs. DFIEX - Performance Comparison
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MUIFX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUIFX Nationwide Fund | -5.87% | 14.21% | 21.61% | 25.72% | -19.09% | 25.37% | 22.59% | 30.95% | -6.06% | 19.79% |
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, MUIFX achieves a -5.87% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, MUIFX has outperformed DFIEX with an annualized return of 12.80%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
MUIFX
- 1D
- 3.05%
- 1M
- -4.94%
- YTD
- -5.87%
- 6M
- -4.36%
- 1Y
- 12.70%
- 3Y*
- 15.24%
- 5Y*
- 9.39%
- 10Y*
- 12.80%
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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MUIFX vs. DFIEX - Expense Ratio Comparison
MUIFX has a 0.65% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
MUIFX vs. DFIEX — Risk / Return Rank
MUIFX
DFIEX
MUIFX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Fund (MUIFX) 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.
| MUIFX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.95 | -1.22 |
Sortino ratioReturn per unit of downside risk | 1.17 | 2.55 | -1.38 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.39 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 2.57 | -1.41 |
Martin ratioReturn relative to average drawdown | 4.84 | 10.07 | -5.24 |
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
| MUIFX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.95 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.60 | -0.06 |
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 | 0.52 | 0.35 | +0.17 |
Correlation
The correlation between MUIFX and DFIEX is 0.79, 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
MUIFX vs. DFIEX - Dividend Comparison
MUIFX's dividend yield for the trailing twelve months is around 28.06%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUIFX Nationwide Fund | 28.06% | 26.23% | 11.10% | 3.28% | 4.19% | 14.53% | 3.15% | 2.94% | 27.39% | 9.55% | 4.40% | 3.85% |
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
MUIFX vs. DFIEX - Drawdown Comparison
The maximum MUIFX drawdown since its inception was -58.31%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for MUIFX and DFIEX.
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Drawdown Indicators
| MUIFX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -62.22% | +3.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.68% | -11.01% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -28.66% | +3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -41.04% | +6.67% |
Current DrawdownCurrent decline from peak | -7.54% | -7.75% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -12.26% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.81% | +0.01% |
Volatility
MUIFX vs. DFIEX - Volatility Comparison
The current volatility for Nationwide Fund (MUIFX) is 5.59%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that MUIFX 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
| MUIFX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 7.09% | -1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 10.45% | -1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 15.90% | +2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 15.65% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 16.35% | +1.93% |