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 a closer substitute for your current allocation.
Cheapest Alternatives to DODGX
DODGX charges 0.51% annually. There are 51 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DODGX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DODGX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DODGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DODGX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | DODGX vs VVIAX |
Best Risk-Adjusted Alternatives to DODGX
DODGX has a PortfoliosLab risk / return rank of 60. There are 247 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | DODGX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | DODGX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | DODGX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | DODGX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | DODGX vs LSVVX |
Top Performing DODGX Alternatives (YTD)
DODGX is at 9.94% YTD. There are 258 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | DODGX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | DODGX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | DODGX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | DODGX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | DODGX vs AVLVX |
Lowest Volatility Alternatives to DODGX
DODGX has 11.54% 1-year volatility. There are 181 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | DODGX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | DODGX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | DODGX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | DODGX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | DODGX vs ACIIX |
Lowest Drawdown Alternatives to DODGX
DODGX has a 1-year max drawdown of -7.48%. There are 177 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DODGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DODGX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DODGX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | DODGX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DODGX vs SVAIX |
Other Mutual Funds from Dodge & Cox
The 10 most viewed Dodge & Cox mutual funds shown here include DODIX, DODFX, DODBX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund | Intermediate Core-Plus Bond | 18 | -0.78% | — | — | DODGX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 82 | 14.88% | — | May 2001 | DODGX vs DODFX | |
| Dodge & Cox Balanced Fund Class I | Diversified Portfolio | 69 | 6.48% | — | Jun 1931 | DODGX vs DODBX | |
| Dodge & Cox Global Bond Fund Class I | Global Bonds | 28 | 0.61% | — | Apr 2014 | DODGX vs DODLX | |
| Dodge & Cox Stock Fund Class X | Large Cap Value Equities, Actively Managed | 60 | 10.00% | — | May 2022 | DODGX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 82 | 15.01% | — | Jan 2001 | DODGX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 81 | 12.71% | — | May 2008 | DODGX vs DODWX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 10 | -1.80% | — | May 2022 | DODGX vs DOXIX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Equities | 90 | 21.50% | — | May 2021 | DODGX vs DODEX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 22 | -0.06% | — | May 2014 | DODGX vs DOXLX |
Often Compared With DODGX
Investors most often compare DODGX with SPY, VOO, FXAIX. These 20 comparison targets span 9 categories, 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.
Pair DODGX with funds that move differently
Dodge & Cox Stock Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DODGX.
Explore DODGX Diversifiers