Dodge & Cox Stock Fund (DOXGX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DOXGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DOXGX
DOXGX charges 0.41% annually. There are 34 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DOXGX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DOXGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DOXGX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DOXGX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | DOXGX vs TILVX |
Best Risk-Adjusted Alternatives to DOXGX
DOXGX has a PortfoliosLab risk / return rank of 18. There are 286 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DOXGX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DOXGX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | DOXGX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DOXGX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | DOXGX vs AVLVX |
Top Performing DOXGX Alternatives (YTD)
DOXGX is at 2.71% YTD. There are 299 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | DOXGX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | DOXGX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | DOXGX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | DOXGX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | DOXGX vs NPRTX |
Lowest Volatility Alternatives to DOXGX
DOXGX has 11.50% 1-year volatility. There are 181 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | DOXGX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | DOXGX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | DOXGX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | DOXGX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | DOXGX vs TMMAX |
Lowest Drawdown Alternatives to DOXGX
DOXGX has a 1-year max drawdown of -7.51%. There are 185 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DOXGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DOXGX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DOXGX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DOXGX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DOXGX vs SVAIX |
Other Mutual Funds from Dodge & Cox
The 10 most viewed Dodge & Cox mutual funds shown here include DODGX, DODIX, DODFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 17 | 2.68% | — | Jan 1965 | DOXGX vs DODGX | |
| Dodge & Cox Income Fund | Intermediate Core-Plus Bond | 25 | 0.43% | — | — | DOXGX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 72 | 13.91% | — | May 2001 | DOXGX vs DODFX | |
| Dodge & Cox Balanced Fund | Diversified Portfolio | 24 | 2.11% | — | Jun 1931 | DOXGX vs DODBX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 25 | 1.05% | — | Apr 2014 | DOXGX vs DODLX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 72 | 13.97% | — | Jan 2001 | DOXGX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 41 | 7.65% | — | May 2008 | DOXGX vs DODWX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 26 | 0.45% | — | May 2022 | DOXGX vs DOXIX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | 94 | 25.94% | — | May 2021 | DOXGX vs DODEX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 27 | 1.07% | — | May 2014 | DOXGX vs DOXLX |
Often Compared With DOXGX
Investors most often compare DOXGX with VOO, VIIIX, SPY. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare DOXGX with Any Fund or Stock
Compare DOXGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DOXGX with funds that move differently
Dodge & Cox Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DOXGX.
Explore DOXGX Diversifiers