TILCX vs. DFFVX
Compare and contrast key facts about T. Rowe Price Large-Cap Value Fund (TILCX) and DFA U.S. Targeted Value Portfolio (DFFVX).
TILCX is managed by T. Rowe Price. It was launched on Mar 31, 2000. DFFVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 23, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILCX or DFFVX.
Correlation
The correlation between TILCX and DFFVX is 0.88, 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
TILCX vs. DFFVX - Performance Comparison
Key characteristics
TILCX:
0.67
DFFVX:
0.82
TILCX:
0.92
DFFVX:
1.30
TILCX:
1.14
DFFVX:
1.16
TILCX:
0.38
DFFVX:
1.58
TILCX:
2.22
DFFVX:
3.90
TILCX:
3.79%
DFFVX:
4.16%
TILCX:
12.56%
DFFVX:
19.70%
TILCX:
-58.88%
DFFVX:
-65.13%
TILCX:
-13.86%
DFFVX:
-6.10%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with TILCX at 2.47% and DFFVX at 2.47%. Over the past 10 years, TILCX has underperformed DFFVX with an annualized return of 3.74%, while DFFVX has yielded a comparatively higher 6.65% annualized return.
TILCX
2.47%
0.47%
-3.79%
9.49%
1.65%
3.74%
DFFVX
2.47%
-2.25%
3.25%
17.58%
10.35%
6.65%
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TILCX vs. DFFVX - Expense Ratio Comparison
TILCX has a 0.55% expense ratio, which is higher than DFFVX's 0.29% expense ratio.
Risk-Adjusted Performance
TILCX vs. DFFVX — Risk-Adjusted Performance Rank
TILCX
DFFVX
TILCX vs. DFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Value Fund (TILCX) and DFA U.S. Targeted Value Portfolio (DFFVX). 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
TILCX vs. DFFVX - Dividend Comparison
TILCX's dividend yield for the trailing twelve months is around 1.93%, more than DFFVX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILCX T. Rowe Price Large-Cap Value Fund | 1.93% | 1.98% | 2.31% | 2.36% | 1.66% | 2.12% | 2.16% | 2.54% | 1.75% | 2.15% | 2.56% | 1.55% |
DFFVX DFA U.S. Targeted Value Portfolio | 1.37% | 1.40% | 1.44% | 1.38% | 1.41% | 1.52% | 1.35% | 1.24% | 1.20% | 1.00% | 1.36% | 0.97% |
Drawdowns
TILCX vs. DFFVX - Drawdown Comparison
The maximum TILCX drawdown since its inception was -58.88%, smaller than the maximum DFFVX drawdown of -65.13%. Use the drawdown chart below to compare losses from any high point for TILCX and DFFVX. For additional features, visit the drawdowns tool.
Volatility
TILCX vs. DFFVX - Volatility Comparison
T. Rowe Price Large-Cap Value Fund (TILCX) has a higher volatility of 7.81% compared to DFA U.S. Targeted Value Portfolio (DFFVX) at 5.93%. This indicates that TILCX's price experiences larger fluctuations and is considered to be riskier than DFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.