AHITX vs. DODIX
Compare and contrast key facts about American Funds American High-Income Trust (AHITX) and Dodge & Cox Income Fund (DODIX).
AHITX is managed by American Funds. It was launched on Feb 19, 1988. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AHITX or DODIX.
Correlation
The correlation between AHITX and DODIX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AHITX vs. DODIX - Performance Comparison
Key characteristics
AHITX:
2.05
DODIX:
1.29
AHITX:
2.88
DODIX:
1.92
AHITX:
1.45
DODIX:
1.22
AHITX:
2.07
DODIX:
0.69
AHITX:
9.94
DODIX:
3.27
AHITX:
0.82%
DODIX:
2.21%
AHITX:
4.00%
DODIX:
5.60%
AHITX:
-34.94%
DODIX:
-18.50%
AHITX:
-2.63%
DODIX:
-4.07%
Returns By Period
In the year-to-date period, AHITX achieves a -0.68% return, which is significantly lower than DODIX's 1.69% return. Over the past 10 years, AHITX has outperformed DODIX with an annualized return of 4.66%, while DODIX has yielded a comparatively lower 1.96% annualized return.
AHITX
-0.68%
-1.94%
0.00%
8.30%
7.18%
4.66%
DODIX
1.69%
-1.11%
-0.31%
6.98%
0.49%
1.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AHITX vs. DODIX - Expense Ratio Comparison
AHITX has a 0.69% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
AHITX vs. DODIX — Risk-Adjusted Performance Rank
AHITX
DODIX
AHITX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust (AHITX) and Dodge & Cox Income Fund (DODIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AHITX vs. DODIX - Dividend Comparison
AHITX's dividend yield for the trailing twelve months is around 6.39%, more than DODIX's 4.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | 6.39% | 6.25% | 6.43% | 5.52% | 4.28% | 5.81% | 6.19% | 6.31% | 5.47% | 5.60% | 6.95% | 6.37% |
DODIX Dodge & Cox Income Fund | 4.22% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
AHITX vs. DODIX - Drawdown Comparison
The maximum AHITX drawdown since its inception was -34.94%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for AHITX and DODIX. For additional features, visit the drawdowns tool.
Volatility
AHITX vs. DODIX - Volatility Comparison
American Funds American High-Income Trust (AHITX) has a higher volatility of 2.33% compared to Dodge & Cox Income Fund (DODIX) at 2.15%. This indicates that AHITX's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.