Dodge & Cox Income Fund Class X (DOXIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DOXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DOXIX
DOXIX charges 0.33% annually. There are 6 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | DOXIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | DOXIX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | DOXIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | DOXIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | DOXIX vs BCOIX |
Best Risk-Adjusted Alternatives to DOXIX
DOXIX has a PortfoliosLab risk / return rank of 28. There are 39 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | DOXIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | DOXIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | DOXIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | DOXIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | DOXIX vs GUGAX |
Top Performing DOXIX Alternatives (YTD)
DOXIX is at 0.69% YTD. There are 41 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.04% | — | Jul 2015 | DOXIX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | DOXIX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | DOXIX vs MDVAX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.33% | — | Sep 2007 | DOXIX vs SEATX | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | DOXIX vs HOBIX |
Lowest Volatility Alternatives to DOXIX
DOXIX has 4.00% 1-year volatility. There are 90 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.11%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.11% | — | Jun 2017 | DOXIX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | DOXIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | DOXIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | DOXIX vs LCTIX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | DOXIX vs HOBIX |
Lowest Drawdown Alternatives to DOXIX
DOXIX has a 1-year max drawdown of -3.15%. There are 96 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | DOXIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | DOXIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | DOXIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | DOXIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | DOXIX vs LCTIX |
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 | 2.93% | — | Jan 1965 | DOXIX vs DODGX | |
| Dodge & Cox Income Fund | Intermediate Core-Plus Bond | 27 | 0.67% | — | — | DOXIX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 65 | 13.12% | — | May 2001 | DOXIX vs DODFX | |
| Dodge & Cox Balanced Fund | Diversified Portfolio | 24 | 2.26% | — | Jun 1931 | DOXIX vs DODBX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 27 | 1.23% | — | Apr 2014 | DOXIX vs DODLX | |
| Dodge & Cox Stock Fund | Large Cap Value Equities | 18 | 2.95% | — | Apr 1965 | DOXIX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 66 | 13.18% | — | Jan 2001 | DOXIX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 39 | 7.53% | — | May 2008 | DOXIX vs DODWX | |
| Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | 92 | 24.83% | — | May 2021 | DOXIX vs DODEX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 28 | 1.25% | — | May 2014 | DOXIX vs DOXLX |
Often Compared With DOXIX
Investors most often compare DOXIX with BND, FXNAX, VCIT. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DOXIX with Any Fund or Stock
Compare DOXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DOXIX with funds that move differently
Dodge & Cox Income Fund Class X alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DOXIX.
Explore DOXIX Diversifiers