SSSFX vs. DFISX
Compare and contrast key facts about SouthernSun Small Cap (SSSFX) and DFA International Small Company Portfolio (DFISX).
SSSFX is managed by AMG. It was launched on Oct 1, 2003. DFISX is managed by Dimensional. It was launched on Sep 30, 1996.
Performance
SSSFX vs. DFISX - Performance Comparison
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SSSFX vs. DFISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 2.36% | 4.72% | 3.46% | 12.52% | -1.86% | 21.87% | 14.08% | 35.45% | -24.32% | 18.03% |
DFISX DFA International Small Company Portfolio | -1.97% | 36.35% | 3.76% | 14.46% | -17.13% | 10.71% | 9.27% | 24.18% | -19.42% | 24.78% |
Returns By Period
In the year-to-date period, SSSFX achieves a 2.36% return, which is significantly higher than DFISX's -1.97% return. Over the past 10 years, SSSFX has outperformed DFISX with an annualized return of 8.56%, while DFISX has yielded a comparatively lower 7.66% annualized return.
SSSFX
- 1D
- -1.35%
- 1M
- -8.90%
- YTD
- 2.36%
- 6M
- -0.53%
- 1Y
- 21.35%
- 3Y*
- 6.28%
- 5Y*
- 4.75%
- 10Y*
- 8.56%
DFISX
- 1D
- -0.34%
- 1M
- -11.77%
- YTD
- -1.97%
- 6M
- 2.11%
- 1Y
- 26.89%
- 3Y*
- 14.28%
- 5Y*
- 6.58%
- 10Y*
- 7.66%
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SSSFX vs. DFISX - Expense Ratio Comparison
SSSFX has a 1.30% expense ratio, which is higher than DFISX's 0.39% expense ratio.
Return for Risk
SSSFX vs. DFISX — Risk / Return Rank
SSSFX
DFISX
SSSFX vs. DFISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) and DFA International Small Company Portfolio (DFISX). 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.
| SSSFX | DFISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.66 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.39 | 2.15 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.33 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.04 | -0.78 |
Martin ratioReturn relative to average drawdown | 3.55 | 7.97 | -4.42 |
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
| SSSFX | DFISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.66 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.42 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.48 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.44 | -0.07 |
Correlation
The correlation between SSSFX and DFISX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SSSFX vs. DFISX - Dividend Comparison
SSSFX's dividend yield for the trailing twelve months is around 4.93%, more than DFISX's 3.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 4.93% | 5.04% | 13.93% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% |
DFISX DFA International Small Company Portfolio | 3.21% | 3.19% | 3.39% | 3.01% | 3.51% | 3.06% | 1.71% | 4.54% | 7.74% | 1.27% | 4.44% | 4.47% |
Drawdowns
SSSFX vs. DFISX - Drawdown Comparison
The maximum SSSFX drawdown since its inception was -65.85%, which is greater than DFISX's maximum drawdown of -60.66%. Use the drawdown chart below to compare losses from any high point for SSSFX and DFISX.
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Drawdown Indicators
| SSSFX | DFISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.85% | -60.66% | -5.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.39% | -11.96% | -2.43% |
Max Drawdown (5Y)Largest decline over 5 years | -32.76% | -35.06% | +2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -45.20% | -43.00% | -2.20% |
Current DrawdownCurrent decline from peak | -13.55% | -11.77% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -10.93% | -11.69% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 3.06% | +2.06% |
Volatility
SSSFX vs. DFISX - Volatility Comparison
SouthernSun Small Cap (SSSFX) has a higher volatility of 6.52% compared to DFA International Small Company Portfolio (DFISX) at 5.90%. This indicates that SSSFX's price experiences larger fluctuations and is considered to be riskier than DFISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSSFX | DFISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 5.90% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 14.45% | 10.04% | +4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.71% | 15.38% | +9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 15.75% | +6.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.25% | 16.11% | +7.14% |