Correlation
The correlation between USAIX and DFLVX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
USAIX vs. DFLVX
Compare and contrast key facts about USAA Income Fund (USAIX) and DFA U.S. Large Cap Value Portfolio (DFLVX).
USAIX is managed by Victory Capital. It was launched on Mar 4, 1974. DFLVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 19, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAIX or DFLVX.
Performance
USAIX vs. DFLVX - Performance Comparison
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Key characteristics
USAIX:
1.24
DFLVX:
0.29
USAIX:
1.78
DFLVX:
0.48
USAIX:
1.22
DFLVX:
1.06
USAIX:
0.67
DFLVX:
0.26
USAIX:
3.59
DFLVX:
0.85
USAIX:
1.69%
DFLVX:
5.20%
USAIX:
4.93%
DFLVX:
17.66%
USAIX:
-18.10%
DFLVX:
-67.18%
USAIX:
-3.20%
DFLVX:
-7.48%
Returns By Period
In the year-to-date period, USAIX achieves a 2.29% return, which is significantly higher than DFLVX's 0.06% return. Over the past 10 years, USAIX has underperformed DFLVX with an annualized return of 2.54%, while DFLVX has yielded a comparatively higher 5.56% annualized return.
USAIX
2.29%
-0.03%
0.60%
5.67%
2.71%
0.99%
2.54%
DFLVX
0.06%
2.85%
-7.43%
3.24%
5.07%
11.88%
5.56%
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USAIX vs. DFLVX - Expense Ratio Comparison
USAIX has a 0.44% expense ratio, which is higher than DFLVX's 0.22% expense ratio.
Risk-Adjusted Performance
USAIX vs. DFLVX — Risk-Adjusted Performance Rank
USAIX
DFLVX
USAIX vs. DFLVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Income Fund (USAIX) and DFA U.S. Large Cap Value Portfolio (DFLVX). 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
USAIX vs. DFLVX - Dividend Comparison
USAIX's dividend yield for the trailing twelve months is around 3.87%, more than DFLVX's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAIX USAA Income Fund | 3.87% | 4.02% | 3.70% | 3.48% | 4.85% | 4.55% | 3.66% | 3.50% | 3.51% | 3.52% | 3.65% | 3.77% |
DFLVX DFA U.S. Large Cap Value Portfolio | 1.93% | 1.87% | 3.65% | 4.56% | 4.19% | 1.97% | 4.04% | 7.83% | 6.49% | 4.24% | 6.52% | 2.28% |
Drawdowns
USAIX vs. DFLVX - Drawdown Comparison
The maximum USAIX drawdown since its inception was -18.10%, smaller than the maximum DFLVX drawdown of -67.18%. Use the drawdown chart below to compare losses from any high point for USAIX and DFLVX.
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Volatility
USAIX vs. DFLVX - Volatility Comparison
The current volatility for USAA Income Fund (USAIX) is 1.35%, while DFA U.S. Large Cap Value Portfolio (DFLVX) has a volatility of 4.63%. This indicates that USAIX experiences smaller price fluctuations and is considered to be less risky than DFLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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