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 20 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | DODIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | DODIX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | DODIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | DODIX vs TIBDX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | DODIX vs BCPIX |
Best Risk-Adjusted Alternatives to DODIX
DODIX has a PortfoliosLab risk / return rank of 25. There are 56 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | DODIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | DODIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | DODIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | DODIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | DODIX vs GUGAX |
Top Performing DODIX Alternatives (YTD)
DODIX is at 0.26% YTD. There are 66 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.87% | — | Apr 2021 | DODIX vs NPCT | |
| 1290 Diversified Bond Fund | 3.25% | — | Jul 2015 | DODIX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | DODIX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | DODIX vs PGSIX | |
| Holbrook Income Fund Class I | 2.65% | — | Jul 2016 | DODIX vs HOBIX |
Lowest Volatility Alternatives to DODIX
DODIX has 4.08% 1-year volatility. There are 103 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | DODIX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | DODIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | DODIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | DODIX vs LCTIX | |
| Holbrook Income Fund Class I | 2.03% | — | Jul 2016 | DODIX vs HOBIX |
Lowest Drawdown Alternatives to DODIX
DODIX has a 1-year max drawdown of -3.17%. There are 97 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | DODIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | DODIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | DODIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | DODIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | DODIX vs LCTIX |
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 | |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 26 | 6.63% | — | Jan 1965 | DODIX vs DODGX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 70 | 13.24% | — | May 2001 | DODIX vs DODFX | |
| Dodge & Cox Balanced Fund Class I | Diversified Portfolio | 35 | 4.60% | — | Jun 1931 | DODIX vs DODBX | |
| Dodge & Cox Global Bond Fund Class I | Global Bonds | 26 | 0.97% | — | Apr 2014 | DODIX vs DODLX | |
| Dodge & Cox Stock Fund | Large Cap Value Equities | 26 | 6.69% | — | Apr 1965 | DODIX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 70 | 13.30% | — | Jan 2001 | DODIX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 53 | 10.63% | — | May 2008 | DODIX vs DODWX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 14 | -0.78% | — | May 2022 | DODIX vs DOXIX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | 92 | 23.46% | — | May 2021 | DODIX vs DODEX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 19 | 0.30% | — | May 2014 | DODIX vs DOXLX |
Often Compared With DODIX
Investors most often compare DODIX with PIMIX, FXNAX, AGG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DODIX with Any Fund or Stock
Compare DODIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore DODIX Diversifiers