Dodge & Cox Stock Fund Class I (DODGX) Alternatives
Dodge & Cox Stock Fund Class I (DODGX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DODGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DODGX
DODGX charges 0.51% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DODGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DODGX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DODGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DODGX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DODGX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DODGX vs VVIAX |
Best Risk-Adjusted Alternatives to DODGX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | DODGX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | DODGX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | DODGX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | DODGX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | DODGX vs NEIMX |
Top Performing DODGX Alternatives (YTD)
DODGX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | DODGX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | DODGX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | DODGX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | DODGX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | DODGX vs SVAIX |
Lowest Volatility Alternatives to DODGX
DODGX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | DODGX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | DODGX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | DODGX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | DODGX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | DODGX vs ACIIX |
Lowest Drawdown Alternatives to DODGX
DODGX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DODGX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DODGX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | DODGX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DODGX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DODGX vs RIDAX |
Other Mutual Funds from Dodge & Cox
Most popular Dodge & Cox mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund | Total Bond Market | 62 | 0.04% | — | DODGX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities | 86 | 0.73% | — | DODGX vs DODFX | |
| Dodge & Cox Balanced Fund | Diversified Portfolio | 41 | -0.36% | Jun 25, 1931 | DODGX vs DODBX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 82 | -0.21% | Apr 30, 2014 | DODGX vs DODLX | |
| Dodge & Cox Stock Fund | Large Cap Value Equities | 18 | -1.63% | Apr 1, 1965 | DODGX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 86 | 0.79% | Jan 5, 2001 | DODGX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 58 | -1.01% | May 1, 2008 | DODGX vs DODWX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | 95 | 5.97% | May 10, 2021 | DODGX vs DODEX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 62 | 0.06% | May 2, 2022 | DODGX vs DOXIX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 81 | -0.63% | May 1, 2014 | DODGX vs DOXLX |
Often Compared With DODGX
What investors most often compare with DODGX, based on PortfoliosLab usage data.
Compare DODGX with Any Fund or Stock
Compare DODGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.