ZVNBX vs. DFUSX
Compare and contrast key facts about Zevenbergen Growth Fund (ZVNBX) and DFA U.S. Large Company Portfolio (DFUSX).
ZVNBX is managed by Zevenbergen Capital Investments. It was launched on Aug 31, 2015. DFUSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 23, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZVNBX or DFUSX.
Correlation
The correlation between ZVNBX and DFUSX is 0.74, 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
ZVNBX vs. DFUSX - Performance Comparison
Key characteristics
ZVNBX:
0.96
DFUSX:
1.86
ZVNBX:
1.40
DFUSX:
2.50
ZVNBX:
1.18
DFUSX:
1.34
ZVNBX:
0.52
DFUSX:
2.81
ZVNBX:
5.27
DFUSX:
11.63
ZVNBX:
4.30%
DFUSX:
2.04%
ZVNBX:
23.51%
DFUSX:
12.78%
ZVNBX:
-66.93%
DFUSX:
-54.96%
ZVNBX:
-23.08%
DFUSX:
-0.42%
Returns By Period
In the year-to-date period, ZVNBX achieves a 2.11% return, which is significantly lower than DFUSX's 4.18% return.
ZVNBX
2.11%
-2.38%
17.60%
28.13%
10.35%
N/A
DFUSX
4.18%
1.25%
10.47%
24.31%
11.25%
11.23%
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ZVNBX vs. DFUSX - Expense Ratio Comparison
ZVNBX has a 1.30% expense ratio, which is higher than DFUSX's 0.08% expense ratio.
Risk-Adjusted Performance
ZVNBX vs. DFUSX — Risk-Adjusted Performance Rank
ZVNBX
DFUSX
ZVNBX vs. DFUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) and DFA U.S. Large Company Portfolio (DFUSX). 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
ZVNBX vs. DFUSX - Dividend Comparison
ZVNBX has not paid dividends to shareholders, while DFUSX's dividend yield for the trailing twelve months is around 1.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZVNBX Zevenbergen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFUSX DFA U.S. Large Company Portfolio | 1.16% | 1.21% | 1.34% | 1.58% | 1.14% | 1.60% | 1.76% | 1.95% | 1.86% | 2.08% | 2.02% | 1.81% |
Drawdowns
ZVNBX vs. DFUSX - Drawdown Comparison
The maximum ZVNBX drawdown since its inception was -66.93%, which is greater than DFUSX's maximum drawdown of -54.96%. Use the drawdown chart below to compare losses from any high point for ZVNBX and DFUSX. For additional features, visit the drawdowns tool.
Volatility
ZVNBX vs. DFUSX - Volatility Comparison
Zevenbergen Growth Fund (ZVNBX) has a higher volatility of 5.94% compared to DFA U.S. Large Company Portfolio (DFUSX) at 3.00%. This indicates that ZVNBX's price experiences larger fluctuations and is considered to be riskier than DFUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.