Dodge & Cox Global Stock Fund Class I (DODWX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DODWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DODWX
DODWX charges 0.62% annually. There are 37 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | DODWX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DODWX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DODWX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DODWX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | DODWX vs VMNVX |
Best Risk-Adjusted Alternatives to DODWX
DODWX has a PortfoliosLab risk / return rank of 41. There are 113 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | DODWX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | DODWX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | DODWX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | DODWX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | DODWX vs JGYIX |
Top Performing DODWX Alternatives (YTD)
DODWX is at 7.72% YTD. There are 164 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | DODWX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | DODWX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | DODWX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | DODWX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | DODWX vs PRGSX |
Lowest Volatility Alternatives to DODWX
DODWX has 11.51% 1-year volatility. There are 43 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | DODWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | DODWX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | DODWX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | DODWX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | DODWX vs SGMAX |
Lowest Drawdown Alternatives to DODWX
DODWX has a 1-year max drawdown of -9.11%. There are 53 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | DODWX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | DODWX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | DODWX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | DODWX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DODWX vs LVAFX |
Other Mutual Funds from Dodge & Cox
The 10 most viewed Dodge & Cox mutual funds shown here include DODGX, DODIX, DODFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 19 | 2.93% | — | Jan 1965 | DODWX vs DODGX | |
| Dodge & Cox Income Fund | Total Bond Market | 29 | 0.51% | — | — | DODWX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities | 59 | 12.76% | — | — | DODWX vs DODFX | |
| Dodge & Cox Balanced Fund | Diversified Portfolio | 25 | 2.03% | — | Jun 1931 | DODWX vs DODBX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 32 | 1.32% | — | Apr 2014 | DODWX vs DODLX | |
| Dodge & Cox Stock Fund | Large Cap Value Equities | 19 | 3.02% | — | Apr 1965 | DODWX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 60 | 12.82% | — | Jan 2001 | DODWX vs DOXFX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | 94 | 25.77% | — | May 2021 | DODWX vs DODEX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 30 | 0.53% | — | May 2022 | DODWX vs DOXIX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 33 | 1.33% | — | May 2014 | DODWX vs DOXLX |
Often Compared With DODWX
Investors most often compare DODWX with VFWAX, VT, TBGVX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare DODWX with Any Fund or Stock
Compare DODWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DODWX with funds that move differently
Dodge & Cox Global Stock Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DODWX.
Explore DODWX Diversifiers