WESCX vs. DFISX
Compare and contrast key facts about TETON Westwood SmallCap Equity Fund (WESCX) and DFA International Small Company Portfolio (DFISX).
WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997. DFISX is managed by Dimensional. It was launched on Sep 30, 1996.
Performance
WESCX vs. DFISX - Performance Comparison
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WESCX vs. DFISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WESCX TETON Westwood SmallCap Equity Fund | 6.21% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
DFISX DFA International Small Company Portfolio | -1.97% | 36.35% | 3.76% | 14.46% | -17.13% | 10.71% | 9.27% | 24.18% | -19.42% | 24.78% |
Returns By Period
In the year-to-date period, WESCX achieves a 6.21% return, which is significantly higher than DFISX's -1.97% return. Over the past 10 years, WESCX has outperformed DFISX with an annualized return of 13.08%, while DFISX has yielded a comparatively lower 7.66% annualized return.
WESCX
- 1D
- -1.64%
- 1M
- -8.28%
- YTD
- 6.21%
- 6M
- 15.03%
- 1Y
- 37.79%
- 3Y*
- 17.04%
- 5Y*
- 9.06%
- 10Y*
- 13.08%
DFISX
- 1D
- -0.34%
- 1M
- -11.77%
- YTD
- -1.97%
- 6M
- 2.11%
- 1Y
- 26.89%
- 3Y*
- 14.28%
- 5Y*
- 6.58%
- 10Y*
- 7.66%
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WESCX vs. DFISX - Expense Ratio Comparison
WESCX has a 1.25% expense ratio, which is higher than DFISX's 0.39% expense ratio.
Return for Risk
WESCX vs. DFISX — Risk / Return Rank
WESCX
DFISX
WESCX vs. DFISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood SmallCap Equity Fund (WESCX) and DFA International Small Company Portfolio (DFISX). 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.
| WESCX | DFISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.66 | -0.14 |
Sortino ratioReturn per unit of downside risk | 2.12 | 2.15 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.33 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 2.04 | +0.27 |
Martin ratioReturn relative to average drawdown | 8.83 | 7.97 | +0.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WESCX | DFISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.66 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.42 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.48 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.44 | -0.12 |
Correlation
The correlation between WESCX and DFISX is 0.56, 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.
Dividends
WESCX vs. DFISX - Dividend Comparison
WESCX's dividend yield for the trailing twelve months is around 7.06%, more than DFISX's 3.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WESCX TETON Westwood SmallCap Equity Fund | 7.06% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
DFISX DFA International Small Company Portfolio | 3.21% | 3.19% | 3.39% | 3.01% | 3.51% | 3.06% | 1.71% | 4.54% | 7.74% | 1.27% | 4.44% | 4.47% |
Drawdowns
WESCX vs. DFISX - Drawdown Comparison
The maximum WESCX drawdown since its inception was -70.60%, which is greater than DFISX's maximum drawdown of -60.66%. Use the drawdown chart below to compare losses from any high point for WESCX and DFISX.
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Drawdown Indicators
| WESCX | DFISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.60% | -60.66% | -9.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.72% | -11.96% | -2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -26.22% | -35.06% | +8.84% |
Max Drawdown (10Y)Largest decline over 10 years | -45.13% | -43.00% | -2.13% |
Current DrawdownCurrent decline from peak | -10.19% | -11.77% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -20.27% | -11.69% | -8.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.06% | +0.80% |
Volatility
WESCX vs. DFISX - Volatility Comparison
TETON Westwood SmallCap Equity Fund (WESCX) has a higher volatility of 7.22% compared to DFA International Small Company Portfolio (DFISX) at 5.90%. This indicates that WESCX's price experiences larger fluctuations and is considered to be riskier than DFISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WESCX | DFISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.22% | 5.90% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 14.05% | 10.04% | +4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.90% | 15.38% | +9.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.65% | 15.75% | +5.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 16.11% | +7.54% |