NFFFX vs. DFCEX
Compare and contrast key facts about American Funds New World Fund (NFFFX) and DFA Emerging Markets Core Equity Fund (DFCEX).
NFFFX is managed by American Funds. It was launched on Jun 17, 1999. DFCEX is managed by Dimensional Fund Advisors LP. It was launched on Apr 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NFFFX or DFCEX.
Correlation
The correlation between NFFFX and DFCEX is 0.90, 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
NFFFX vs. DFCEX - Performance Comparison
Key characteristics
NFFFX:
0.59
DFCEX:
0.94
NFFFX:
0.87
DFCEX:
1.33
NFFFX:
1.11
DFCEX:
1.17
NFFFX:
0.35
DFCEX:
1.02
NFFFX:
1.68
DFCEX:
2.59
NFFFX:
4.17%
DFCEX:
4.46%
NFFFX:
11.92%
DFCEX:
12.29%
NFFFX:
-50.17%
DFCEX:
-64.72%
NFFFX:
-13.60%
DFCEX:
-4.63%
Returns By Period
In the year-to-date period, NFFFX achieves a 5.05% return, which is significantly higher than DFCEX's 3.95% return. Both investments have delivered pretty close results over the past 10 years, with NFFFX having a 5.03% annualized return and DFCEX not far behind at 4.97%.
NFFFX
5.05%
2.67%
0.64%
7.05%
3.75%
5.03%
DFCEX
3.95%
3.60%
2.82%
11.01%
6.24%
4.97%
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NFFFX vs. DFCEX - Expense Ratio Comparison
NFFFX has a 0.68% expense ratio, which is higher than DFCEX's 0.40% expense ratio.
Risk-Adjusted Performance
NFFFX vs. DFCEX — Risk-Adjusted Performance Rank
NFFFX
DFCEX
NFFFX vs. DFCEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NFFFX) and DFA Emerging Markets Core Equity Fund (DFCEX). 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
NFFFX vs. DFCEX - Dividend Comparison
NFFFX's dividend yield for the trailing twelve months is around 1.13%, less than DFCEX's 3.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFFFX American Funds New World Fund | 1.13% | 1.18% | 1.56% | 1.21% | 0.75% | 0.35% | 1.34% | 1.37% | 1.21% | 1.28% | 0.94% | 7.46% |
DFCEX DFA Emerging Markets Core Equity Fund | 3.29% | 3.42% | 3.53% | 3.77% | 2.59% | 1.70% | 2.42% | 2.33% | 1.92% | 1.99% | 2.28% | 2.04% |
Drawdowns
NFFFX vs. DFCEX - Drawdown Comparison
The maximum NFFFX drawdown since its inception was -50.17%, smaller than the maximum DFCEX drawdown of -64.72%. Use the drawdown chart below to compare losses from any high point for NFFFX and DFCEX. For additional features, visit the drawdowns tool.
Volatility
NFFFX vs. DFCEX - Volatility Comparison
American Funds New World Fund (NFFFX) and DFA Emerging Markets Core Equity Fund (DFCEX) have volatilities of 2.95% and 3.01%, 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.