MYISX vs. DFSVX

In the year-to-date period, MYISX achieves a -5.69% return, which is significantly higher than DFSVX's -7.83% return. Both investments have delivered pretty close results over the past 10 years, with MYISX having a 7.35% annualized return and DFSVX not far ahead at 7.44%.

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MYISX has a 0.09% expense ratio, which is lower than DFSVX's 0.30% expense ratio.

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.

The current MYISX Sharpe Ratio is -0.07, which is comparable to the DFSVX Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of MYISX and DFSVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MYISX's dividend yield for the trailing twelve months is around 11.52%, more than DFSVX's 1.65% yield.

The maximum MYISX drawdown since its inception was -47.79%, 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.

The current volatility for Victory Integrity Small/Mid-Cap Value Fund (MYISX) is 6.37%, while DFA U.S. Small Cap Value Portfolio I (DFSVX) has a volatility of 6.89%. 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.