MYISX vs. DFSVX
Compare and contrast key facts about Victory Integrity Small/Mid-Cap Value Fund (MYISX) and DFA U.S. Small Cap Value Portfolio I (DFSVX).
MYISX is managed by Victory. It was launched on Jul 1, 2011. DFSVX is managed by Dimensional Fund Advisors LP. It was launched on Mar 2, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MYISX or DFSVX.
Correlation
The correlation between MYISX and DFSVX is 0.96, 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
MYISX vs. DFSVX - Performance Comparison
Key characteristics
MYISX:
-0.01
DFSVX:
0.52
MYISX:
0.11
DFSVX:
0.90
MYISX:
1.02
DFSVX:
1.11
MYISX:
-0.01
DFSVX:
0.93
MYISX:
-0.02
DFSVX:
2.12
MYISX:
7.13%
DFSVX:
4.73%
MYISX:
19.10%
DFSVX:
19.27%
MYISX:
-49.56%
DFSVX:
-66.70%
MYISX:
-16.72%
DFSVX:
-10.22%
Returns By Period
In the year-to-date period, MYISX achieves a 0.14% return, which is significantly higher than DFSVX's -1.55% return. Over the past 10 years, MYISX has underperformed DFSVX with an annualized return of 4.93%, while DFSVX has yielded a comparatively higher 8.40% annualized return.
MYISX
0.14%
-3.85%
-8.24%
-1.35%
5.10%
4.93%
DFSVX
-1.55%
-4.63%
-1.20%
9.32%
13.21%
8.40%
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MYISX vs. DFSVX - Expense Ratio Comparison
MYISX has a 0.09% expense ratio, which is lower than DFSVX's 0.30% expense ratio.
Risk-Adjusted Performance
MYISX vs. DFSVX — Risk-Adjusted Performance Rank
MYISX
DFSVX
MYISX vs. DFSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Integrity Small/Mid-Cap Value Fund (MYISX) and DFA U.S. Small Cap Value Portfolio I (DFSVX). 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
MYISX vs. DFSVX - Dividend Comparison
MYISX's dividend yield for the trailing twelve months is around 1.12%, less than DFSVX's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 1.12% | 1.12% | 1.10% | 1.09% | 0.43% | 1.60% | 0.74% | 1.12% | 0.44% | 0.10% | 0.41% | 0.00% |
DFSVX DFA U.S. Small Cap Value Portfolio I | 1.49% | 1.47% | 3.67% | 6.77% | 10.40% | 1.96% | 2.83% | 7.54% | 5.62% | 4.53% | 5.83% | 4.53% |
Drawdowns
MYISX vs. DFSVX - Drawdown Comparison
The maximum MYISX drawdown since its inception was -49.56%, smaller than the maximum DFSVX drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for MYISX and DFSVX. For additional features, visit the drawdowns tool.
Volatility
MYISX vs. DFSVX - Volatility Comparison
The current volatility for Victory Integrity Small/Mid-Cap Value Fund (MYISX) is 4.13%, while DFA U.S. Small Cap Value Portfolio I (DFSVX) has a volatility of 4.54%. This indicates that MYISX experiences smaller price fluctuations and is considered to be less risky than DFSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.