WOGSX vs. DFIEX
Compare and contrast key facts about White Oak Select Growth Fund (WOGSX) and DFA International Core Equity Portfolio I (DFIEX).
WOGSX is managed by Oak Associates. It was launched on Aug 3, 1992. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
WOGSX vs. DFIEX - Performance Comparison
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WOGSX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | -5.11% | 24.07% | 18.22% | 26.48% | -25.72% | 28.31% | 18.91% | 23.74% | -0.55% | 19.75% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
Returns By Period
In the year-to-date period, WOGSX achieves a -5.11% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, WOGSX has outperformed DFIEX with an annualized return of 13.06%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
WOGSX
- 1D
- 2.70%
- 1M
- -5.36%
- YTD
- -5.11%
- 6M
- 0.79%
- 1Y
- 18.24%
- 3Y*
- 19.78%
- 5Y*
- 8.99%
- 10Y*
- 13.06%
DFIEX
- 1D
- 3.02%
- 1M
- -6.42%
- YTD
- 2.80%
- 6M
- 8.00%
- 1Y
- 30.46%
- 3Y*
- 16.74%
- 5Y*
- 9.40%
- 10Y*
- 9.64%
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WOGSX vs. DFIEX - Expense Ratio Comparison
WOGSX has a 0.89% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
WOGSX vs. DFIEX — Risk / Return Rank
WOGSX
DFIEX
WOGSX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for White Oak Select Growth Fund (WOGSX) and DFA International Core Equity Portfolio I (DFIEX). 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.
| WOGSX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.95 | -0.97 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.55 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.39 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.57 | -0.90 |
Martin ratioReturn relative to average drawdown | 6.04 | 10.07 | -4.04 |
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
| WOGSX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.95 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.60 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.59 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.35 | +0.06 |
Correlation
The correlation between WOGSX and DFIEX is 0.73, 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.
Dividends
WOGSX vs. DFIEX - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 8.58%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 8.58% | 8.14% | 12.24% | 5.00% | 0.49% | 5.18% | 2.57% | 1.81% | 1.40% | 0.66% | 1.02% | 0.64% |
DFIEX DFA International Core Equity Portfolio I | 3.14% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
WOGSX vs. DFIEX - Drawdown Comparison
The maximum WOGSX drawdown since its inception was -79.10%, which is greater than DFIEX's maximum drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for WOGSX and DFIEX.
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Drawdown Indicators
| WOGSX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.10% | -62.22% | -16.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -11.01% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -31.56% | -28.66% | -2.90% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | -41.04% | +9.48% |
Current DrawdownCurrent decline from peak | -8.80% | -7.75% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -28.53% | -12.26% | -16.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 2.81% | +0.30% |
Volatility
WOGSX vs. DFIEX - Volatility Comparison
The current volatility for White Oak Select Growth Fund (WOGSX) is 5.46%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that WOGSX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WOGSX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 7.09% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 10.45% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 15.90% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.95% | 15.65% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 16.35% | +3.53% |