Dfa Ca Competition

Mutual Funds . USA . 
Fund . Dfa Ca Int Tr
DCIBX Fund  USD 10.50  0.01  0.1%   
Dfa Ca Int competes with Pimco California, New York, Metropolitan West, Guggenheim Taxable, and Nuveen Ohio; as well as few others. The fund is listed under Muni California Intermediate category and is part of Dimensional Fund Advisors family. Analyzing Dfa Ca competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Dfa Ca to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Dfa Ca Correlation with its peers.

Dfa Ca vs Icon Bond Correlation

Almost no diversification

The correlation between Dfa Ca Int Tr and IOBAX is 0.95 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dfa Ca Int Tr and IOBAX in the same portfolio, assuming nothing else is changed.

Moving together with Dfa Mutual Fund

  0.92DIHRX Intal High RelativePairCorr
  0.9DILRX Dfa InternationalPairCorr
  0.91DISVX Dfa International SmallPairCorr
  0.84DRIWX Dimensional 2030 TargetPairCorr
  0.86DRIKX Dimensional 2055 TargetPairCorr

Moving against Dfa Mutual Fund

  0.54DRXIX Dfa Ltip PortfolioPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
10.4310.5010.57
Details
Intrinsic
Valuation
LowRealHigh
9.589.6511.55
Details
Naive
Forecast
LowNextHigh
10.4210.4810.55
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.4210.4710.53
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Dfa Ca. Your research has to be compared to or analyzed against Dfa Ca's peers to derive any actionable benefits. When done correctly, Dfa Ca's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Dfa Ca Int.

Dfa Ca Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Dfa Ca and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Dfa and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Dfa Ca Int does not affect the price movement of the other competitor.

High positive correlations

FOHTX
+ 0.96
PCTIX
PRNYX
+ 0.95
PCTIX
FOHTX
+ 0.95
PRNYX
IOBAX
+ 0.95
TEPFX
HULEX
+ 0.94
FLDFX
IOBAX
+ 0.94
FLDFX
  

High negative correlations

FLDFX
- 0.08
GBAB
IOBAX
- 0.06
GBAB
TEPFX
- 0.06
GBAB
HULEX
- 0.04
GBAB

Risk-Adjusted Indicators

There is a big difference between Dfa Mutual Fund performing well and Dfa Ca Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Dfa Ca's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PCTIX  0.08  0.00 (0.20) 0.13  0.00 
(0.14)
 0.19 
(0.19)
 0.75 
PRNYX  0.08  0.00 (0.16) 0.00  0.06 
(0.14)
 0.19 
(0.09)
 0.84 
MWHIX  0.11  0.00 (0.20) 0.08  0.00 
(0.21)
 0.22 
(0.22)
 1.09 
GBAB  0.44 (0.02) 0.00 (0.07) 0.00 
 0.00 
 0.93 
(0.87)
 2.89 
FOHTX  0.07  0.00 (0.20) 0.22  0.00 
(0.15)
 0.28 
(0.19)
 0.56 
FLDFX  0.43  0.06  0.08  0.12  0.36 
(0.52)
 0.93 
(0.96)
 4.03 
BFK  0.34  0.01 (0.05) 0.10  0.45 
(0.34)
 0.79 
(0.81)
 2.22 
HULEX  0.55  0.00 (0.01) 0.03  0.73 
(0.55)
 1.01 
(1.31)
 3.74 
TEPFX  0.04  0.01  0.00  0.51  0.00 
 0.00 
 0.10 
(0.10)
 0.21 
IOBAX  0.07  0.01 (0.12) 0.10  0.00 
(0.14)
 0.12 
(0.12)
 0.36 

Dfa Ca Competitive Analysis

The better you understand Dfa Ca competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Dfa Ca's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Dfa Ca's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
DCIBX PCTIX PRNYX MWHIX GBAB FOHTX FLDFX BFK HULEX TEPFX
 0.1 
 10.50 
Dfa
 0.09 
 10.75 
PIMCO
 0.09 
 10.76 
New
 0.11 
 9.27 
Metropolitan
 0.33 
 15.28 
Guggenheim
 0.37 
 10.76 
NUVEEN
 0.22 
 13.96 
Balanced
 0.39 
 10.17 
BlackRock
 0.17 
 35.80 
Huber
 0.10 
 9.82 
American
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Strong
Fair
Mild
Fair
Weakest
Fair
Good
Fair
Fair
Strong
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Small
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Hold
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Sell
Cautious Hold
Strong Sell
Cautious Hold
Strong Sell
Strong Buy
Hold
Strong Buy
Hold
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.17
N/A
N/A
Net Asset
431.88 M
24.76 M
425.08 M
419.55 M
553.06 M
435.37 M
437.68 M
793.75 M
479.99 M
391.49 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.52
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
21.63 M
N/A
N/A
(7.88 M)
N/A
N/A
Price To Book
N/A
N/A
N/A
N/A
1.03
N/A
2.56
0.97
1.28
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.86
N/A
N/A
Current Valuation
N/A
N/A
N/A
N/A
N/A
N/A
N/A
762.51 M
N/A
N/A
Five Year Return
0.95
1.1
1.05
3.07
6.76
0.28
7.58
5.21
14.33
1.17
Retained Earnings
N/A
N/A
N/A
N/A
(67.74 M)
N/A
N/A
(112.26 M)
N/A
N/A
One Year Return
4.33
4.43
4.83
6.89
N/A
3.06
12.61
N/A
7.12
4.77
Beta
N/A
N/A
N/A
N/A
-0.01
N/A
N/A
0.81
N/A
N/A
Cash Position Weight
8.01
10.96
1.4
8.38
N/A
0.34
60.45
N/A
3.68
0.77
Equity Positions Weight
N/A
N/A
N/A
0.06
N/A
4.38
28.04
N/A
96.32
N/A
Shares Outstanding
N/A
N/A
N/A
N/A
26.97 M
N/A
N/A
43.85 M
N/A
N/A
Three Year Return
2.57
3.95
3.55
7.23
N/A
1.86
12.08
N/A
14.96
3.14
Cash Flow From Operations
N/A
N/A
N/A
N/A
(23.04 M)
N/A
N/A
19.51 M
N/A
N/A
Annual Yield
0.0244
0.036
0.0351
0.0675
0.0991
0.0309
0.0092
0.0593
0.0152
0.0258
Total Debt
N/A
N/A
N/A
N/A
146.18 M
N/A
N/A
316.65 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.13
N/A
N/A
Bond Positions Weight
91.99
89.02
98.6
89.86
N/A
1.56
0.89
N/A
N/A
0.01
Return On Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0193
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
21.6 K
N/A
N/A
58.93 K
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
10.4
N/A
N/A
Minimum Initial Investment
N/A
1000 K
2.5 K
3 M
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
669.13 M
126.02 M
195.4 M
336.8 M
553.06 M
209.77 M
20.91 M
793.75 M
435.23 M
1.84 M
Last Dividend Paid
0.01
0.02
0.02
0.03
N/A
0.02
N/A
0.6
0.4
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
0.08
N/A
N/A
0.34
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
27.22
N/A
N/A
41.81
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
411.07 M
N/A
N/A
446 M
N/A
N/A
Price To Earning
N/A
N/A
N/A
N/A
9.55
N/A
17.17
37.61
13.41
N/A
Price To Sales
N/A
N/A
N/A
0.63
17.99
N/A
1.44
12.26
1.16
N/A
Net Income
N/A
N/A
N/A
N/A
21.63 M
N/A
N/A
(18.94 M)
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
N/A
0.92
N/A
N/A
-0.43
N/A
N/A
Year To Date Return
0.7
0.55
0.65
0.76
N/A
0.26
2.8
N/A
1.76
0.71
Revenue
N/A
N/A
N/A
N/A
28.97 M
N/A
N/A
28.55 M
N/A
N/A
Ten Year Return
N/A
N/A
3.75
5.79
N/A
4.27
5.57
N/A
9.88
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
N/A
N/A
N/A
625
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
N/A
N/A
N/A
36.38 M
N/A
N/A
Day Typical Price
10.5
10.75
10.76
9.27
15.22
10.76
13.96
10.15
35.8
9.82
Accumulation Distribution
N/A
N/A
N/A
N/A
0.0183
N/A
N/A
0.0069
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
0.28
N/A
N/A
0.07
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
0
0.1786
9.2 T
9.2 T
0.5714
9.2 T
9.2 T
Period Momentum Indicator
0.01
0.01
0.01
(0.01)
0.05
0.04
0.03
0.04
0.06
0.01
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
10.5
10.75
10.76
9.27
15.19
10.76
13.96
10.14
35.8
9.82
Price Action Indicator
0.005
0.005
0.005
(0.01)
0.11
0.02
0.015
0.055
0.03
0.005
Relative Strength Index
N/A
59.94
51.54
58.33
57.13
64.74
65.16
62.44
55.06
84.77
Coefficient Of Variation
347.2
930.81
1332.95
1191.98
(130,122)
859.21
679.57
2384.44
2077.62
308.63
Mean Deviation
0.0496
0.0822
0.0817
0.1073
0.4379
0.07
0.4307
0.3376
0.5456
0.0388
Jensen Alpha
0.0088
0.002
(0.0005)
0.0027
(0.02)
0.0023
0.0573
0.0059
(0)
0.0066
Total Risk Alpha
0.0057
(0)
(0.01)
(0)
(0.04)
(0)
0.0505
(0.01)
(0.01)
0.0045
Sortino Ratio
(0.21)
(0.20)
(0.16)
(0.20)
N/A
(0.20)
0.0798
(0.05)
(0.01)
N/A
Downside Variance
0.0153
0.0261
0.0467
0.0236
N/A
0.0254
0.3209
0.2825
0.6798
N/A
Standard Deviation
0.0656
0.1192
0.133
0.1781
0.5814
0.1099
0.6126
0.453
0.7092
0.0527
Kurtosis
1.02
2.27
4.56
9.66
0.7823
2.46
4.86
0.5671
0.8259
0.4113
Potential Upside
0.0963
0.1874
0.1871
0.2188
0.9265
0.2809
0.9339
0.7944
1.01
0.103
Treynor Ratio
3.18
0.1254
(0)
0.0757
(0.07)
0.2177
0.1227
0.1005
0.0298
0.5059
Maximum Drawdown
0.2886
0.7463
0.838
1.09
2.89
0.561
4.03
2.22
3.74
0.2061
Variance
0.0043
0.0142
0.0177
0.0317
0.338
0.0121
0.3753
0.2052
0.503
0.0028
Market Risk Adjusted Performance
3.19
0.1354
0.0082
0.0857
(0.06)
0.2277
0.1327
0.1105
0.0398
0.5159
Risk Adjusted Performance
0.1081
0.027
0.0099
0.0301
(0)
0.0283
0.1046
0.0244
0.0346
0.1072
Skewness
(0.27)
(0.02)
(0.90)
2.5
(0.43)
0.6105
1.03
(0.21)
(0.63)
0.2443
Semi Deviation
0.0
0.0
0.0573
0.0
N/A
0.0
0.3617
0.4543
0.7314
N/A
Information Ratio
(0.40)
(0.27)
(0.26)
(0.17)
(0.08)
(0.29)
0.0738
(0.06)
(0.02)
(0.53)
Value At Risk
(0.1)
(0.19)
(0.09)
(0.22)
(0.87)
(0.19)
(0.96)
(0.81)
(1.31)
(0.10)
Expected Short fall
(0.10)
(0.14)
(0.14)
(0.21)
N/A
(0.15)
(0.52)
(0.34)
(0.55)
N/A
Downside Deviation
0.1238
0.1616
0.216
0.1537
N/A
0.1593
0.5665
0.5315
0.8245
N/A
Semi Variance
(0.02)
(0)
0.0033
(0.01)
N/A
(0.01)
0.1308
0.2063
0.535
N/A

Dfa Ca Competition Performance Charts

Five steps to successful analysis of Dfa Ca Competition

Dfa Ca's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Dfa Ca Int in relation to its competition. Dfa Ca's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Dfa Ca in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Dfa Ca's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Dfa Ca Int, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Dfa Ca position

In addition to having Dfa Ca in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run SRI Sustainable Growth Thematic Idea Now

SRI Sustainable Growth
SRI Sustainable Growth Theme
Socially responsible investments that include companies making a positive, sustainable or social impact and exclude those making a negative impact. The SRI Sustainable Growth theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize SRI Sustainable Growth Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Dfa Mutual Fund

Dfa Ca financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa Ca security.
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2026 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY