SFCWX vs. DFSVX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and DFA U.S. Small Cap Value Portfolio I (DFSVX).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. 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: SFCWX or DFSVX.
Correlation
The correlation between SFCWX and DFSVX is 0.75, 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
SFCWX vs. DFSVX - Performance Comparison
Key characteristics
SFCWX:
0.52
DFSVX:
0.79
SFCWX:
0.80
DFSVX:
1.27
SFCWX:
1.10
DFSVX:
1.16
SFCWX:
0.24
DFSVX:
1.45
SFCWX:
2.22
DFSVX:
3.46
SFCWX:
3.37%
DFSVX:
4.51%
SFCWX:
14.34%
DFSVX:
19.69%
SFCWX:
-44.68%
DFSVX:
-66.70%
SFCWX:
-24.41%
DFSVX:
-7.27%
Returns By Period
In the year-to-date period, SFCWX achieves a 2.44% return, which is significantly higher than DFSVX's 1.69% return.
SFCWX
2.44%
2.38%
6.50%
5.85%
3.71%
N/A
DFSVX
1.69%
2.15%
8.37%
14.46%
14.06%
8.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SFCWX vs. DFSVX - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than DFSVX's 0.30% expense ratio.
Risk-Adjusted Performance
SFCWX vs. DFSVX — Risk-Adjusted Performance Rank
SFCWX
DFSVX
SFCWX vs. DFSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) 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
SFCWX vs. DFSVX - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 0.95%, less than DFSVX's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 0.95% | 0.98% | 0.98% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFSVX DFA U.S. Small Cap Value Portfolio I | 1.45% | 1.47% | 3.67% | 6.77% | 10.40% | 1.96% | 2.83% | 7.54% | 5.62% | 4.53% | 5.83% | 4.53% |
Drawdowns
SFCWX vs. DFSVX - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -44.68%, smaller than the maximum DFSVX drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for SFCWX and DFSVX. For additional features, visit the drawdowns tool.
Volatility
SFCWX vs. DFSVX - Volatility Comparison
The current volatility for American Funds SMALLCAP World Fund Class F-3 (SFCWX) is 4.54%, while DFA U.S. Small Cap Value Portfolio I (DFSVX) has a volatility of 4.89%. This indicates that SFCWX 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.