DODIX Alternatives & Similar Mutual Funds

Dodge & Cox Income Fund (DODIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DODIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DODIX

DODIX charges 0.41% annually. There are 21 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	DODIX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	DODIX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	DODIX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	DODIX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	DODIX vs BCOIX

Best Risk-Adjusted Alternatives to DODIX

DODIX has a PortfoliosLab risk / return rank of 25. There are 43 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	DODIX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	DODIX vs LCTIX
GUGAX	GMO Multi-Sector Fixed Income Fund	90	—	Apr 1997	DODIX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	89	—	Jul 2010	DODIX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	86	—	May 1999	DODIX vs MDVAX

Top Performing DODIX Alternatives (YTD)

DODIX is at -0.46% YTD. There are 60 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	3.01%	—	Jul 2015	DODIX vs TNUIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	DODIX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	DODIX vs HOBIX
PGSIX	Putnam Mortgage Securities Fund	2.29%	—	Feb 1984	DODIX vs PGSIX
NPCT	Nuveen Core Plus Impact Fund	1.77%	—	Apr 2021	DODIX vs NPCT

Lowest Volatility Alternatives to DODIX

DODIX has 4.08% 1-year volatility. There are 109 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.17%	—	Jun 2017	DODIX vs AMFIX
ARINX	Archer Income Fund	1.82%	—	Mar 2011	DODIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.04%	—	Jul 2010	DODIX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.05%	—	Jul 2016	DODIX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.10%	—	Jul 2010	DODIX vs LCTIX

Lowest Drawdown Alternatives to DODIX

DODIX has a 1-year max drawdown of -3.17%. There are 101 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	DODIX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	DODIX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	DODIX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	DODIX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	DODIX vs LCTRX

Other Mutual Funds from Dodge & Cox

The 10 most viewed Dodge & Cox mutual funds shown here include DODGX, DODFX, DODBX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	56	9.15%	—	Jan 1965	DODIX vs DODGX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	82	14.76%	—	May 2001	DODIX vs DODFX
DODBX	Dodge & Cox Balanced Fund Class I	Diversified Portfolio	67	6.18%	—	Jun 1931	DODIX vs DODBX
DODLX	Dodge & Cox Global Bond Fund Class I	Global Bonds	34	0.79%	—	Apr 2014	DODIX vs DODLX
DOXGX	Dodge & Cox Stock Fund Class X	Large Cap Value Equities, Actively Managed	55	9.20%	—	May 2022	DODIX vs DOXGX
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	82	14.82%	—	Jan 2001	DODIX vs DOXFX
DODWX	Dodge & Cox Global Stock Fund Class I	Global Equities	78	11.89%	—	May 2008	DODIX vs DODWX
DOXIX	Dodge & Cox Income Fund Class X	Intermediate Core-Plus Bond	15	-1.41%	—	May 2022	DODIX vs DOXIX
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Equities	88	19.88%	—	May 2021	DODIX vs DODEX
DOXLX	Dodge & Cox Global Bond Fund	Global Bonds	23	0.12%	—	May 2014	DODIX vs DOXLX

Often Compared With DODIX

Investors most often compare DODIX with PIMIX, FXNAX, AGG. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	52	0.23%	—	Mar 2007	DODIX vs PIMIX
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	22	-0.63%	—	Mar 1990	DODIX vs FXNAX
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	29	-0.56%	137.11B	Sep 2003	DODIX vs AGG
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	Total Bond Market, Intermediate Core Bond, Investment Grade Bonds	21	-0.69%	398.10B	Feb 2010	DODIX vs VBMPX
BAGIX	Baird Aggregate Bond Fund Class I	Total Bond Market	23	-0.31%	—	Sep 2000	DODIX vs BAGIX
VBITX	Vanguard Short-Term Bond Index Fund Institutional ...	Total Bond Market	56	0.16%	—	Sep 2011	DODIX vs VBITX
VCPAX	Vanguard Core-Plus Bond Fund Admiral Shares	Total Bond Market	31	0.05%	—	Oct 2021	DODIX vs VCPAX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	DODIX vs SCHD
FADMX	Fidelity Strategic Income Fund	Multisector Bonds	72	1.76%	—	Oct 1994	DODIX vs FADMX
BIMIX	Baird Intermediate Bond Fund Class Institutional	Intermediate Core Bond	27	-0.46%	—	Sep 2000	DODIX vs BIMIX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	DODIX vs VOO
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	DODIX vs VFIAX
MWTRX	Metropolitan West Total Return Bond Fund	Intermediate Core-Plus Bond	17	-0.83%	—	Mar 1997	DODIX vs MWTRX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	DODIX vs BSIIX
VEIPX	Vanguard Equity Income Fund Investor Shares	Dividend, Large Cap Value Equities	84	11.80%	65.40B	Mar 1988	DODIX vs VEIPX
VCPIX	Vanguard Core-Plus Bond Fund Investor Shares	Total Bond Market	30	-0.06%	—	Oct 2021	DODIX vs VCPIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	DODIX vs SPY
VGIAX	Vanguard Growth and Income Fund Admiral Shares	Large Cap Blend Equities	48	7.91%	18.50B	May 2001	DODIX vs VGIAX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	87	1.12%	—	Jun 2014	DODIX vs JMSIX
MWTIX	Metropolitan West Total Return Bond Fund Class I	Total Bond Market	20	-0.71%	—	—	DODIX vs MWTIX

Compare DODIX with Any Fund or Stock

Compare DODIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair DODIX with funds that move differently

Dodge & Cox Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DODIX.

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Dodge & Cox Income Fund (DODIX) Alternatives