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 38 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 Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | DODWX vs VTWAX |
Best Risk-Adjusted Alternatives to DODWX
DODWX has a PortfoliosLab risk / return rank of 37. There are 124 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | DODWX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | DODWX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | DODWX vs EPSYX | |
| BlackRock Advantage Global Fund, Inc. | 90 | — | Aug 1994 | DODWX vs MDGCX | |
| PGIM Jennison Global Equity Income Fund | 90 | — | Dec 1997 | DODWX vs AGOCX |
Top Performing DODWX Alternatives (YTD)
DODWX is at 6.77% YTD. There are 163 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | DODWX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | DODWX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | DODWX vs AGLOX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | DODWX vs FIQOX | |
| Fidelity Advisor Worldwide Fund Class A | 24.01% | — | Feb 2009 | DODWX vs FWAFX |
Lowest Volatility Alternatives to DODWX
DODWX has 12.05% 1-year volatility. There are 45 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | DODWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | DODWX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | DODWX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | DODWX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | 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 | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DODWX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | DODWX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | DODWX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | DODWX vs SVTAX |
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 | 17 | 2.74% | — | Jan 1965 | DODWX vs DODGX | |
| Dodge & Cox Income Fund | Intermediate Core-Plus Bond | 24 | 0.51% | — | — | DODWX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 60 | 11.85% | — | May 2001 | DODWX vs DODFX | |
| Dodge & Cox Balanced Fund | Diversified Portfolio | 25 | 2.26% | — | Jun 1931 | DODWX vs DODBX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 24 | 0.96% | — | Apr 2014 | DODWX vs DODLX | |
| Dodge & Cox Stock Fund | Large Cap Value Equities | 17 | 2.83% | — | Apr 1965 | DODWX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 61 | 11.91% | — | Jan 2001 | DODWX vs DOXFX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 25 | 0.53% | — | May 2022 | DODWX vs DOXIX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | 91 | 22.70% | — | May 2021 | DODWX vs DODEX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 27 | 1.07% | — | May 2014 | DODWX vs DOXLX |
Often Compared With DODWX
Investors most often compare DODWX with VFWAX, TBGVX, VT. These 20 comparison targets span 7 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