TISVX vs. DISVX
Compare and contrast key facts about Transamerica International Small Cap Value (TISVX) and DFA International Small Cap Value Portfolio (DISVX).
TISVX is managed by Transamerica. It was launched on Jan 3, 2013. DISVX is managed by Dimensional Fund Advisors LP. It was launched on Dec 28, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TISVX or DISVX.
Correlation
The correlation between TISVX and DISVX is 0.60, 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.
Performance
TISVX vs. DISVX - Performance Comparison
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Key characteristics
TISVX:
0.85
DISVX:
1.03
TISVX:
1.20
DISVX:
1.49
TISVX:
1.17
DISVX:
1.22
TISVX:
0.98
DISVX:
1.34
TISVX:
2.47
DISVX:
4.22
TISVX:
5.77%
DISVX:
4.36%
TISVX:
16.85%
DISVX:
16.95%
TISVX:
-41.76%
DISVX:
-63.79%
TISVX:
0.00%
DISVX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with TISVX having a 19.87% return and DISVX slightly higher at 20.81%. Both investments have delivered pretty close results over the past 10 years, with TISVX having a 5.09% annualized return and DISVX not far behind at 5.05%.
TISVX
19.87%
9.78%
17.59%
14.16%
12.61%
12.12%
5.09%
DISVX
20.81%
9.11%
19.06%
17.29%
14.61%
16.61%
5.05%
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TISVX vs. DISVX - Expense Ratio Comparison
TISVX has a 1.01% expense ratio, which is higher than DISVX's 0.46% expense ratio.
Risk-Adjusted Performance
TISVX vs. DISVX — Risk-Adjusted Performance Rank
TISVX
DISVX
TISVX vs. DISVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica International Small Cap Value (TISVX) and DFA International Small Cap Value Portfolio (DISVX). 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.
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Dividends
TISVX vs. DISVX - Dividend Comparison
TISVX's dividend yield for the trailing twelve months is around 3.77%, less than DISVX's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISVX Transamerica International Small Cap Value | 3.77% | 4.52% | 3.00% | 0.78% | 2.66% | 1.01% | 2.12% | 2.02% | 3.01% | 2.16% | 2.47% | 1.59% |
DISVX DFA International Small Cap Value Portfolio | 3.82% | 4.56% | 3.87% | 2.40% | 3.51% | 1.84% | 3.97% | 5.91% | 5.75% | 5.85% | 3.51% | 3.94% |
Drawdowns
TISVX vs. DISVX - Drawdown Comparison
The maximum TISVX drawdown since its inception was -41.76%, smaller than the maximum DISVX drawdown of -63.79%. Use the drawdown chart below to compare losses from any high point for TISVX and DISVX. For additional features, visit the drawdowns tool.
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Volatility
TISVX vs. DISVX - Volatility Comparison
The current volatility for Transamerica International Small Cap Value (TISVX) is 2.08%, while DFA International Small Cap Value Portfolio (DISVX) has a volatility of 2.61%. This indicates that TISVX experiences smaller price fluctuations and is considered to be less risky than DISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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