SEECX vs. DFIEX
Compare and contrast key facts about Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) and DFA International Core Equity Portfolio I (DFIEX).
SEECX is managed by Crossmark Steward Funds. It was launched on Oct 1, 2004. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
SEECX vs. DFIEX - Performance Comparison
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SEECX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEECX Crossmark Steward Values-Focused Large Cap Enhanced Index Fund | -4.72% | 16.88% | 23.50% | 25.34% | -19.71% | 30.59% | 12.83% | 29.49% | -6.99% | 21.34% |
DFIEX DFA International Core Equity Portfolio I | 4.28% | 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, SEECX achieves a -4.72% return, which is significantly lower than DFIEX's 4.28% return. Over the past 10 years, SEECX has outperformed DFIEX with an annualized return of 12.52%, while DFIEX has yielded a comparatively lower 9.79% annualized return.
SEECX
- 1D
- 2.91%
- 1M
- -5.01%
- YTD
- -4.72%
- 6M
- -3.05%
- 1Y
- 16.01%
- 3Y*
- 17.11%
- 5Y*
- 10.96%
- 10Y*
- 12.52%
DFIEX
- 1D
- 1.44%
- 1M
- -2.09%
- YTD
- 4.28%
- 6M
- 9.56%
- 1Y
- 32.02%
- 3Y*
- 17.30%
- 5Y*
- 9.72%
- 10Y*
- 9.79%
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SEECX vs. DFIEX - Expense Ratio Comparison
SEECX has a 0.58% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
SEECX vs. DFIEX — Risk / Return Rank
SEECX
DFIEX
SEECX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) 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.
| SEECX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 2.05 | -1.14 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.66 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.41 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.84 | -1.42 |
Martin ratioReturn relative to average drawdown | 6.65 | 11.17 | -4.52 |
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
| SEECX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 2.05 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.62 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.35 | +0.10 |
Correlation
The correlation between SEECX 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
SEECX vs. DFIEX - Dividend Comparison
SEECX's dividend yield for the trailing twelve months is around 3.79%, more than DFIEX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEECX Crossmark Steward Values-Focused Large Cap Enhanced Index Fund | 3.79% | 3.61% | 8.47% | 3.77% | 50.97% | 32.80% | 9.47% | 2.23% | 5.64% | 1.18% | 0.94% | 18.68% |
DFIEX DFA International Core Equity Portfolio I | 3.10% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
SEECX vs. DFIEX - Drawdown Comparison
The maximum SEECX drawdown since its inception was -58.09%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for SEECX and DFIEX.
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Drawdown Indicators
| SEECX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.09% | -62.22% | +4.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.18% | -11.01% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -42.66% | -28.66% | -14.00% |
Max Drawdown (10Y)Largest decline over 10 years | -42.66% | -41.04% | -1.62% |
Current DrawdownCurrent decline from peak | -6.46% | -6.42% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -12.26% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.80% | -0.20% |
Volatility
SEECX vs. DFIEX - Volatility Comparison
The current volatility for Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) is 5.32%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 6.66%. This indicates that SEECX 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
| SEECX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 6.66% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 10.52% | -0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 15.92% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.54% | 15.66% | +9.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.96% | 16.35% | +6.61% |