WSMDX vs. DFFVX
Compare and contrast key facts about William Blair Small-Mid Cap Growth Fund (WSMDX) and DFA U.S. Targeted Value Portfolio (DFFVX).
WSMDX is managed by William Blair. It was launched on Dec 29, 2003. DFFVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 23, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSMDX or DFFVX.
Correlation
The correlation between WSMDX and DFFVX is 0.86, 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
WSMDX vs. DFFVX - Performance Comparison
Key characteristics
WSMDX:
-0.35
DFFVX:
-0.17
WSMDX:
-0.35
DFFVX:
-0.08
WSMDX:
0.96
DFFVX:
0.99
WSMDX:
-0.29
DFFVX:
-0.16
WSMDX:
-1.03
DFFVX:
-0.52
WSMDX:
7.43%
DFFVX:
7.74%
WSMDX:
22.08%
DFFVX:
23.72%
WSMDX:
-52.67%
DFFVX:
-65.13%
WSMDX:
-22.28%
DFFVX:
-21.70%
Returns By Period
In the year-to-date period, WSMDX achieves a -16.70% return, which is significantly lower than DFFVX's -14.55% return. Over the past 10 years, WSMDX has outperformed DFFVX with an annualized return of 7.43%, while DFFVX has yielded a comparatively lower 3.81% annualized return.
WSMDX
-16.70%
-8.00%
-16.98%
-5.83%
6.95%
7.43%
DFFVX
-14.55%
-9.41%
-15.35%
-4.45%
16.67%
3.81%
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WSMDX vs. DFFVX - Expense Ratio Comparison
WSMDX has a 1.10% expense ratio, which is higher than DFFVX's 0.29% expense ratio.
Risk-Adjusted Performance
WSMDX vs. DFFVX — Risk-Adjusted Performance Rank
WSMDX
DFFVX
WSMDX vs. DFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Growth Fund (WSMDX) and DFA U.S. Targeted Value Portfolio (DFFVX). 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
WSMDX vs. DFFVX - Dividend Comparison
WSMDX's dividend yield for the trailing twelve months is around 14.95%, more than DFFVX's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSMDX William Blair Small-Mid Cap Growth Fund | 14.95% | 12.45% | 7.89% | 3.34% | 9.30% | 1.66% | 7.13% | 8.88% | 5.33% | 2.64% | 5.31% | 8.50% |
DFFVX DFA U.S. Targeted Value Portfolio | 1.77% | 1.40% | 1.44% | 1.38% | 1.41% | 1.52% | 1.35% | 1.24% | 1.20% | 1.00% | 1.36% | 0.97% |
Drawdowns
WSMDX vs. DFFVX - Drawdown Comparison
The maximum WSMDX drawdown since its inception was -52.67%, smaller than the maximum DFFVX drawdown of -65.13%. Use the drawdown chart below to compare losses from any high point for WSMDX and DFFVX. For additional features, visit the drawdowns tool.
Volatility
WSMDX vs. DFFVX - Volatility Comparison
William Blair Small-Mid Cap Growth Fund (WSMDX) and DFA U.S. Targeted Value Portfolio (DFFVX) have volatilities of 13.88% and 14.42%, 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.