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 | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | DODWX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DODWX vs UCEQX |
Best Risk-Adjusted Alternatives to DODWX
DODWX has a PortfoliosLab risk / return rank of 86. There are 29 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 98 | — | Jun 2014 | DODWX vs LVAGX | |
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | DODWX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | DODWX vs FMIEX | |
| MainStay Epoch Global Equity Yield Fund | 97 | — | Dec 2005 | DODWX vs EPSYX | |
| Polaris Global Value Fund | 97 | — | May 1998 | DODWX vs PGVFX |
Top Performing DODWX Alternatives (YTD)
DODWX is at 13.60% YTD. There are 68 mutual funds in the Global Equities category with higher YTD returns, going as high as 27.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 27.34% | — | Nov 2016 | DODWX vs PGTIX | |
| AMG Yacktman Global Fund | 26.14% | — | Jan 2017 | DODWX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 26.02% | — | — | DODWX vs YFSNX | |
| LSV Global Value Fund | 25.65% | — | Jun 2014 | DODWX vs LVAGX | |
| Oberweis Global Opportunities Fund | 22.61% | — | Jan 1987 | DODWX vs OBEGX |
Lowest Volatility Alternatives to DODWX
DODWX has 11.99% 1-year volatility. There are 43 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.70% | — | Dec 2015 | DODWX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.73% | — | Dec 1996 | DODWX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.95% | 2.00B | Dec 2013 | DODWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.97% | 2.00B | Dec 2013 | DODWX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.39% | — | Jul 2006 | DODWX vs SVTAX |
Lowest Drawdown Alternatives to DODWX
DODWX has a 1-year max drawdown of -9.11%. There are 55 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | DODWX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | DODWX vs MBXAX | |
| 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 |
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 | 75 | 11.05% | — | Jan 1965 | DODWX vs DODGX | |
| Dodge & Cox Income Fund | Intermediate Core-Plus Bond | 15 | -0.46% | — | — | DODWX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 83 | 15.01% | — | May 2001 | DODWX vs DODFX | |
| Dodge & Cox Balanced Fund Class I | Diversified Portfolio | 75 | 7.01% | — | Jun 1931 | DODWX vs DODBX | |
| Dodge & Cox Global Bond Fund Class I | Global Bonds | 24 | 0.97% | — | Apr 2014 | DODWX vs DODLX | |
| Dodge & Cox Stock Fund Class X | Large Cap Value Equities, Actively Managed | 74 | 11.10% | — | May 2022 | DODWX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 83 | 15.07% | — | Jan 2001 | DODWX vs DOXFX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 8 | -1.48% | — | May 2022 | DODWX vs DOXIX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Equities | 92 | 22.44% | — | May 2021 | DODWX vs DODEX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 17 | 0.30% | — | May 2014 | DODWX vs DOXLX |
Often Compared With DODWX
Investors most often compare DODWX with VFWAX, VT, TBGVX. These 20 comparison targets span 9 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