DFA INTERMEDIATE Competition

DFIGX Fund

USD 11.29 -0.04 -0.35%

The fund is listed under the Intermediate Government category and is part of the Dimensional Fund Advisors family. Dfa Intermediate competes with JANUS MULTI-SECTOR, AMERICAN FUNDS, OAKMARK EQUITY, FIDELITY REAL, and JPMorgan Research and other related companies. This peer view supports relative benchmarking. Peer comparison for DFA INTERMEDIATE provides quick context before deeper valuation work.

DFA INTERMEDIATE vs AMANA GROWTH Correlation View

Very weak diversification

For the present investment horizon, the measured correlation between DFIGX and AMAGX stands at 0.56, or Very weak diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with DFA Mutual Fund

0.99	VSIGX	VANGUARD INTERMEDIATE-TER	Pair Corr
0.96	UGSCX	Us Government Securities	Pair Corr
0.96	UGSFX	Us Government Securities	Pair Corr
0.97	AMUSX	Us Government Securities	Pair Corr
0.96	FSUUX	American Funds Government	Pair Corr

Moving against DFA Mutual Fund

0.63

UIPIX

Ultrashort Mid Cap Steady Growth

Pair Corr

Specify up to 10 symbols:

Mean reversion in DFA INTERMEDIATE's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.

Hype

Prediction

Low	Estimated	High
11.09	11.29	11.49

Details

Intrinsic

Valuation

Low	Real	High
11.10	11.30	11.50

Details

Naive

Forecast

Low	Next	High
11.01	11.21	11.41

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
11.26	11.36	11.45

Details

A rigorous investment case for DFA INTERMEDIATE requires more than studying its own financials. Benchmarking DFA INTERMEDIATE's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

DFA INTERMEDIATE Competition Correlation Matrix

Correlation analysis between Dfa Intermediate Government and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	JMUTX	TAIFX	OAKBX	FRIFX	JEPAX	FSKLX	CSXCX	AMIGX	AMAGX
JMUTX		0.92	0.03	0.8	0.91	0.86	0.19	0.81	0.81	JMUTX
TAIFX	0.92		0.07	0.82	0.93	0.91	0.32	0.94	0.94	TAIFX
OAKBX	0.03	0.07		-0.38	-0.15	-0.27	0.89	0.17	0.18	OAKBX
FRIFX	0.8	0.82	-0.38		0.92	0.95	-0.21	0.67	0.66	FRIFX
JEPAX	0.91	0.93	-0.15	0.92		0.96	0.05	0.82	0.81	JEPAX
FSKLX	0.86	0.91	-0.27	0.95	0.96		-0.05	0.78	0.78	FSKLX
CSXCX	0.19	0.32	0.89	-0.21	0.05	-0.05		0.51	0.51	CSXCX
AMIGX	0.81	0.94	0.17	0.67	0.82	0.78	0.51		1.0	AMIGX
AMAGX	0.81	0.94	0.18	0.66	0.81	0.78	0.51	1.0		AMAGX
	JMUTX	TAIFX	OAKBX	FRIFX	JEPAX	FSKLX	CSXCX	AMIGX	AMAGX

High positive correlations

AMAGX	+ 1.0	AMIGX
FSKLX	+ 0.96	JEPAX
FSKLX	+ 0.95	FRIFX
AMIGX	+ 0.94	TAIFX
AMAGX	+ 0.94	TAIFX
JEPAX	+ 0.93	TAIFX

High negative correlations

FRIFX	- 0.38	OAKBX
FSKLX	- 0.27	OAKBX
CSXCX	- 0.21	FRIFX
JEPAX	- 0.15	OAKBX
CSXCX	- 0.05	FSKLX

Risk-Adjusted Indicators

There is a big difference between DFA Mutual Fund performing well and DFA INTERMEDIATE 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 INTERMEDIATE'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 Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
JMUTX	0.10	0.00	0.19	-0.42	0.10	-0.19	0.23	-0.23	0.92
TAIFX	0.30	0.02	0.11	0.02	0.43	-0.28	0.47	-0.64	2.20
OAKBX	0.43	-0.05	0.00	-0.15	0.00	0.00	0.82	-1.02	2.29
FRIFX	0.19	0.02	0.24	0.29	0.16	-0.21	0.33	-0.40	0.97
JEPAX	0.36	0.05	0.13	0.07	0.45	-0.39	0.92	-0.82	2.49
FSKLX	0.46	0.09	0.17	0.41	0.57	-0.45	1.03	-0.96	3.25
CSXCX	0.60	-0.03	0.00	-0.09	0.00	0.00	0.94	-1.53	3.70
AMIGX	0.75	0.03	0.04	-0.01	1.04	-0.76	1.20	-1.93	5.14
AMAGX	0.75	0.03	0.04	-0.01	1.04	-0.76	1.20	-1.93	5.15

DFA INTERMEDIATE Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	DFIGX	JMUTX	TAIFX	OAKBX	FRIFX	JEPAX	FSKLX	CSXCX	AMIGX	AMAGX
	0.35 11.29 DFA	0.46 8.68 JANUS	0.99 16.95 AMERICAN	1.05 37.62 OAKMARK	0.40 12.38 FIDELITY	0.41 14.40 JPMorgan	0.96 13.41 FIDELITY	1.75 48.94 CALVERT	2.01 93.91 AMANA	2.02 93.16 AMANA
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Contained	Soft	Mild	Weak	Moderate	Contained	Balanced	Weak	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Strong Hold	Hold	Hold	Strong Hold	Buy	Strong Hold	Strong Hold	Strong Hold
Net Asset	4.97 B	6.68 B	6.44 B	6.11 B	6.07 B	6.01 B	7.39 B	5.93 B	6.12 B	6.12 B
Minimum Initial Investment	N/A	N/A	250	N/A	N/A	N/A	N/A	5 K	100 K	N/A
Price To Book	N/A	1.58	2.39	1.82	1.52	N/A	N/A	2.86	4.42	4.67
Five Year Return	-0.12	3.02	6.86	6.3	5.02	9.31	7.49	10.39	13.49	13.07
One Year Return	5.26	7.59	13.54	7.78	6.59	8.76	19.89	19.83	21.91	27.16
Last Dividend Paid	0.05	0.03	0.07	0.35	N/A	0.08	0.14	0.03	N/A	N/A
Price To Earning	N/A	19.41	17.95	14.14	23.97	N/A	N/A	19.01	22.19	21.7
Price To Sales	N/A	2.36	1.66	1.16	5.11	N/A	N/A	1.87	2.47	2.73
Cash Position Weight	0.24	1.29	3.18	5.0	13.0	3.45	0.43	0.08	4.12	8.7
Equity Positions Weight	N/A	0.07	48.62	56.97	25.72	96.55	99.57	99.92	95.88	91.29
Three Year Return	4.52	8.38	12.37	9.7	7.5	10.29	13.49	20.01	19.03	20.01
Annual Yield	0.0298	0.0631	0.0217	0.0215	0.0454	0.0761	0.0233	N/A	0.0018	N/A
Year To Date Return	1.25	0.41	1.54	0.44	2.3	2.74	5.75	0.73	1.78	1.4
Bond Positions Weight	99.76	11.72	47.93	1.78	0.35	N/A	N/A	N/A	N/A	N/A
Ten Year Return	3.93	N/A	N/A	6.49	6.57	N/A	N/A	11.94	13.26	13.08
Day Typical Price	11.29	8.68	16.95	37.62	12.38	14.4	13.41	48.94	93.91	93.16
Period Momentum Indicator	-0.04	-0.04	-0.17	-0.40	-0.05	-0.06	-0.13	-0.87	-1.93	-1.92
Rate Of Daily Change	1.0	1.0	0.99	0.99	1.0	1.0	0.99	0.98	0.98	0.98
Day Median Price	11.29	8.68	16.95	37.62	12.38	14.4	13.41	48.94	93.91	93.16
Price Action Indicator	-0.02	-0.02	-0.09	-0.20	-0.03	-0.03	-0.07	-0.44	-0.97	-0.96
Relative Strength Index	48.58	40.82	41.76	35.26	47.98	47.89	45.58	38.91	44.02	43.96
Coefficient Of Variation	1348.21	2801.99	2183.06	-922.90	752.6	1314.41	671.34	-1,458	20821.77	25457.51
Mean Deviation	0.1536	0.0985	0.2961	0.4301	0.1856	0.3609	0.4622	0.5971	0.7466	0.746
Jensen Alpha	0.0032	-0.0037	0.0242	-0.05	0.0245	0.0475	0.0935	-0.03	0.031	0.0301
Total Risk Alpha	0.0167	0.0056	0.0322	-0.04	0.035	0.0581	0.1215	-0.02	0.0554	0.0546
Sortino Ratio	0.2478	0.1906	0.1133	N/A	0.2385	0.1341	0.1724	N/A	0.0402	0.0386
Downside Variance	0.045	0.0523	0.2448	N/A	0.0832	0.3199	0.5818	N/A	1.13	1.17
Standard Deviation	0.1993	0.1627	0.3993	0.5394	0.2334	0.5006	0.6294	0.7774	1.01	1.01
Kurtosis	0.3316	3.3	1.56	-0.35	0.1238	1.61	1.57	0.5288	1.28	1.29
Potential Upside	0.2679	0.2299	0.4703	0.819	0.3265	0.9194	1.03	0.9371	1.2	1.2
Treynor Ratio	-0.14	-0.42	0.0249	-0.15	0.2914	0.069	0.4118	-0.09	-0.01	-0.01
Maximum Drawdown	0.9715	0.9183	2.2	2.29	0.9743	2.49	3.25	3.7	5.14	5.15
Variance	0.0397	0.0265	0.1595	0.291	0.0545	0.2506	0.3962	0.6043	1.02	1.02
Market Risk Adjusted Performance	-0.13	-0.41	0.0349	-0.14	0.3014	0.079	0.4218	-0.08	0.0032	0.002
Risk Adjusted Performance	0.0291	-0.01	0.0265	-0.09	0.0817	0.0547	0.116	-0.05	0.0059	0.0052
Skewness	0.2436	0.5414	-0.67	-0.10	-0.56	-0.08	-0.80	-0.21	-0.13	-0.13
Semi Deviation	0.1143	0.0975	0.4338	N/A	0.156	0.4509	0.5656	N/A	1.04	1.04
Information Ratio	0.2636	0.2679	0.1404	-0.04	0.2947	0.1515	0.209	-0.02	0.0422	0.0413
Value At Risk	-0.27	-0.23	-0.64	-1.02	-0.40	-0.82	-0.96	-1.53	-1.93	-1.93
Expected Short fall	-0.20	-0.19	-0.28	N/A	-0.21	-0.39	-0.45	N/A	-0.76	-0.76
Downside Deviation	0.2121	0.2286	0.4948	N/A	0.2884	0.5656	0.7628	N/A	1.06	1.08
Semi Variance	0.0131	0.0095	0.1882	N/A	0.0243	0.2033	0.3199	N/A	1.08	1.09

Peer Performance Charts

How to Analyze DFA INTERMEDIATE Against Peers

DFA INTERMEDIATE's peer analysis compares DFA INTERMEDIATE with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether DFA INTERMEDIATE trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where DFA INTERMEDIATE leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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DFA INTERMEDIATE Competition

DFA INTERMEDIATE vs AMANA GROWTH Correlation View

Very weak diversification

Moving together with DFA Mutual Fund

Moving against DFA Mutual Fund

Specify up to 10 symbols:

DFA INTERMEDIATE Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

DFA INTERMEDIATE Competitive Analysis

Peer Performance Charts

How to Analyze DFA INTERMEDIATE Against Peers

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