WPVLX vs. DFIEX
Compare and contrast key facts about Weitz Partners Value Fund (WPVLX) and DFA International Core Equity Portfolio I (DFIEX).
WPVLX is managed by Weitz. It was launched on Jun 1, 1983. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
WPVLX vs. DFIEX - Performance Comparison
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WPVLX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | -8.30% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
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, WPVLX achieves a -8.30% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, WPVLX has underperformed DFIEX with an annualized return of 6.33%, while DFIEX has yielded a comparatively higher 9.64% annualized return.
WPVLX
- 1D
- 2.23%
- 1M
- -6.55%
- YTD
- -8.30%
- 6M
- -9.51%
- 1Y
- -6.31%
- 3Y*
- 8.12%
- 5Y*
- 2.77%
- 10Y*
- 6.33%
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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WPVLX vs. DFIEX - Expense Ratio Comparison
WPVLX has a 1.09% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
WPVLX vs. DFIEX — Risk / Return Rank
WPVLX
DFIEX
WPVLX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) 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.
| WPVLX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 1.95 | -2.30 |
Sortino ratioReturn per unit of downside risk | -0.39 | 2.55 | -2.94 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.39 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | -0.41 | 2.57 | -2.98 |
Martin ratioReturn relative to average drawdown | -1.27 | 10.07 | -11.34 |
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
| WPVLX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 1.95 | -2.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.60 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.59 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.35 | +0.18 |
Correlation
The correlation between WPVLX and DFIEX is 0.75, 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
WPVLX vs. DFIEX - Dividend Comparison
WPVLX's dividend yield for the trailing twelve months is around 9.85%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | 9.85% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
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
WPVLX vs. DFIEX - Drawdown Comparison
The maximum WPVLX drawdown since its inception was -59.01%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for WPVLX and DFIEX.
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Drawdown Indicators
| WPVLX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.01% | -62.22% | +3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -11.01% | -2.43% |
Max Drawdown (5Y)Largest decline over 5 years | -28.45% | -28.66% | +0.21% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | -41.04% | +1.42% |
Current DrawdownCurrent decline from peak | -11.10% | -7.75% | -3.35% |
Average DrawdownAverage peak-to-trough decline | -7.51% | -12.26% | +4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 2.81% | +1.53% |
Volatility
WPVLX vs. DFIEX - Volatility Comparison
The current volatility for Weitz Partners Value Fund (WPVLX) is 5.07%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that WPVLX 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
| WPVLX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 7.09% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 10.45% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.49% | 15.90% | +1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 15.65% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 16.35% | +2.19% |