VMVAX vs. DFFVX

In the year-to-date period, VMVAX achieves a -0.96% return, which is significantly higher than DFFVX's -7.60% return. Over the past 10 years, VMVAX has outperformed DFFVX with an annualized return of 8.05%, while DFFVX has yielded a comparatively lower 4.71% annualized return.

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VMVAX has a 0.07% expense ratio, which is lower than DFFVX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) 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.

The current VMVAX Sharpe Ratio is 0.35, which is higher than the DFFVX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of VMVAX and DFFVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMVAX's dividend yield for the trailing twelve months is around 2.35%, more than DFFVX's 1.64% yield.

The maximum VMVAX drawdown since its inception was -43.07%, smaller than the maximum DFFVX drawdown of -65.13%. Use the drawdown chart below to compare losses from any high point for VMVAX and DFFVX. For additional features, visit the drawdowns tool.