VTCLX vs. DFEOX
Compare and contrast key facts about Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) and DFA US Core Equity 1 Portfolio I (DFEOX).
VTCLX is managed by Blackrock. It was launched on Sep 6, 1994. DFEOX is managed by Dimensional Fund Advisors LP. It was launched on Sep 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTCLX or DFEOX.
Correlation
The correlation between VTCLX and DFEOX is 0.97, 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
VTCLX vs. DFEOX - Performance Comparison
Key characteristics
VTCLX:
0.49
DFEOX:
0.35
VTCLX:
0.82
DFEOX:
0.63
VTCLX:
1.12
DFEOX:
1.09
VTCLX:
0.51
DFEOX:
0.36
VTCLX:
2.06
DFEOX:
1.42
VTCLX:
4.67%
DFEOX:
4.82%
VTCLX:
19.61%
DFEOX:
19.35%
VTCLX:
-55.18%
DFEOX:
-56.77%
VTCLX:
-10.06%
DFEOX:
-10.75%
Returns By Period
In the year-to-date period, VTCLX achieves a -5.81% return, which is significantly higher than DFEOX's -6.30% return. Over the past 10 years, VTCLX has outperformed DFEOX with an annualized return of 11.89%, while DFEOX has yielded a comparatively lower 9.76% annualized return.
VTCLX
-5.81%
-3.18%
-4.14%
10.14%
15.86%
11.89%
DFEOX
-6.30%
-3.95%
-5.57%
7.31%
15.26%
9.76%
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VTCLX vs. DFEOX - Expense Ratio Comparison
VTCLX has a 0.09% expense ratio, which is lower than DFEOX's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VTCLX vs. DFEOX — Risk-Adjusted Performance Rank
VTCLX
DFEOX
VTCLX vs. DFEOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) and DFA US Core Equity 1 Portfolio I (DFEOX). 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
VTCLX vs. DFEOX - Dividend Comparison
VTCLX's dividend yield for the trailing twelve months is around 1.13%, less than DFEOX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 1.13% | 1.04% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% | 1.56% |
DFEOX DFA US Core Equity 1 Portfolio I | 1.23% | 1.13% | 1.43% | 4.08% | 3.69% | 1.36% | 3.02% | 2.37% | 2.13% | 2.16% | 2.98% | 1.92% |
Drawdowns
VTCLX vs. DFEOX - Drawdown Comparison
The maximum VTCLX drawdown since its inception was -55.18%, roughly equal to the maximum DFEOX drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for VTCLX and DFEOX. For additional features, visit the drawdowns tool.
Volatility
VTCLX vs. DFEOX - Volatility Comparison
Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) and DFA US Core Equity 1 Portfolio I (DFEOX) have volatilities of 14.24% and 14.03%, 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.