SUWIX vs. DFIEX
Compare and contrast key facts about DWS Core Equity Fund Class I (SUWIX) and DFA International Core Equity Portfolio I (DFIEX).
SUWIX is an actively managed fund by DWS. It was launched on May 31, 1929. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
SUWIX vs. DFIEX - Performance Comparison
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SUWIX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUWIX DWS Core Equity Fund Class I | -4.20% | 16.32% | 20.06% | 25.57% | -15.62% | 25.53% | 16.13% | 35.69% | -6.03% | 21.55% |
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, SUWIX achieves a -4.20% return, which is significantly lower than DFIEX's 4.28% return. Over the past 10 years, SUWIX has outperformed DFIEX with an annualized return of 13.57%, while DFIEX has yielded a comparatively lower 9.79% annualized return.
SUWIX
- 1D
- 0.55%
- 1M
- -3.48%
- YTD
- -4.20%
- 6M
- -2.11%
- 1Y
- 16.57%
- 3Y*
- 16.35%
- 5Y*
- 10.80%
- 10Y*
- 13.57%
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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SUWIX vs. DFIEX - Expense Ratio Comparison
SUWIX has a 0.58% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
SUWIX vs. DFIEX — Risk / Return Rank
SUWIX
DFIEX
SUWIX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Core Equity Fund Class I (SUWIX) 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.
| SUWIX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 2.05 | -1.09 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.66 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.41 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.84 | -1.39 |
Martin ratioReturn relative to average drawdown | 6.57 | 11.17 | -4.60 |
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
| SUWIX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 2.05 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.62 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.60 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.35 | +0.19 |
Correlation
The correlation between SUWIX 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
SUWIX vs. DFIEX - Dividend Comparison
SUWIX's dividend yield for the trailing twelve months is around 11.05%, more than DFIEX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUWIX DWS Core Equity Fund Class I | 11.05% | 10.46% | 9.08% | 5.10% | 9.25% | 14.07% | 6.70% | 8.89% | 14.12% | 6.16% | 6.95% | 8.77% |
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
SUWIX vs. DFIEX - Drawdown Comparison
The maximum SUWIX drawdown since its inception was -55.10%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for SUWIX and DFIEX.
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Drawdown Indicators
| SUWIX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.10% | -62.22% | +7.12% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -11.01% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -22.78% | -28.66% | +5.88% |
Max Drawdown (10Y)Largest decline over 10 years | -35.09% | -41.04% | +5.95% |
Current DrawdownCurrent decline from peak | -6.30% | -6.42% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -12.26% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.80% | +0.02% |
Volatility
SUWIX vs. DFIEX - Volatility Comparison
The current volatility for DWS Core Equity Fund Class I (SUWIX) is 5.02%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 6.66%. This indicates that SUWIX 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
| SUWIX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 6.66% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 10.52% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 15.92% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 15.66% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.36% | 16.35% | +2.01% |