VTCLX vs. DFEOX

The year-to-date returns for both investments are quite close, with VTCLX having a -13.58% return and DFEOX slightly higher at -13.40%. Over the past 10 years, VTCLX has outperformed DFEOX with an annualized return of 11.12%, while DFEOX has yielded a comparatively lower 9.06% annualized return.

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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%.

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.

The current VTCLX Sharpe Ratio is -0.14, which is higher than the DFEOX Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of VTCLX and DFEOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTCLX's dividend yield for the trailing twelve months is around 1.23%, less than DFEOX's 1.33% yield.

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.

Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) and DFA US Core Equity 1 Portfolio I (DFEOX) have volatilities of 9.41% and 9.37%, 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.