Dodge & Cox Stock Fund (DOXGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DOXGX
DOXGX charges 0.41% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DOXGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DOXGX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DOXGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DOXGX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DOXGX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DOXGX vs VVIAX |
Best Risk-Adjusted Alternatives to DOXGX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | DOXGX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DOXGX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DOXGX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DOXGX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DOXGX vs VALAX |
Top Performing DOXGX Alternatives (YTD)
DOXGX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | DOXGX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DOXGX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DOXGX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DOXGX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DOXGX vs HFCVX |
Lowest Volatility Alternatives to DOXGX
DOXGX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | DOXGX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DOXGX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DOXGX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DOXGX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DOXGX vs ACIIX |
Lowest Drawdown Alternatives to DOXGX
DOXGX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DOXGX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DOXGX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DOXGX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DOXGX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DOXGX vs PSECX |
Other Mutual Funds from Dodge & Cox
Most popular Dodge & Cox mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 14 | -3.67% | Jan 4, 1965 | DOXGX vs DODGX | |
| Dodge & Cox Income Fund | Total Bond Market | 67 | -0.19% | — | DOXGX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities | 80 | -1.76% | — | DOXGX vs DODFX | |
| Dodge & Cox Balanced Fund | Diversified Portfolio | 33 | -1.71% | Jun 25, 1931 | DOXGX vs DODBX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 82 | -0.65% | Apr 30, 2014 | DOXGX vs DODLX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 80 | -1.76% | Jan 5, 2001 | DOXGX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 45 | -3.29% | May 1, 2008 | DOXGX vs DODWX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | 93 | 3.84% | May 10, 2021 | DOXGX vs DODEX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 67 | -0.17% | May 2, 2022 | DOXGX vs DOXIX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 81 | -0.63% | May 1, 2014 | DOXGX vs DOXLX |
Often Compared With DOXGX
What investors most often compare with DOXGX, 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.