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
Key characteristics
TISVX:
0.70
DISVX:
1.00
TISVX:
1.02
DISVX:
1.39
TISVX:
1.15
DISVX:
1.20
TISVX:
0.88
DISVX:
1.25
TISVX:
2.23
DISVX:
3.90
TISVX:
5.74%
DISVX:
4.37%
TISVX:
18.40%
DISVX:
17.08%
TISVX:
-41.76%
DISVX:
-63.79%
TISVX:
-0.54%
DISVX:
-0.07%
Returns By Period
In the year-to-date period, TISVX achieves a 12.11% return, which is significantly lower than DISVX's 13.96% return. Both investments have delivered pretty close results over the past 10 years, with TISVX having a 4.54% annualized return and DISVX not far ahead at 4.74%.
TISVX
12.11%
1.94%
7.74%
12.38%
11.69%
4.54%
DISVX
13.96%
1.10%
10.50%
16.94%
15.97%
4.74%
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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.
Dividends
TISVX vs. DISVX - Dividend Comparison
TISVX's dividend yield for the trailing twelve months is around 4.03%, more than DISVX's 3.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TISVX Transamerica International Small Cap Value | 4.03% | 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 | 3.32% | 3.72% | 3.75% | 2.40% | 2.76% | 1.85% | 2.47% | 2.20% | 2.54% | 2.60% | 2.01% | 2.09% |
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.
Volatility
TISVX vs. DISVX - Volatility Comparison
Transamerica International Small Cap Value (TISVX) and DFA International Small Cap Value Portfolio (DISVX) have volatilities of 10.09% and 10.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.