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:
3.21
DODIX:
1.00
AHITX:
5.47
DODIX:
1.47
AHITX:
1.72
DODIX:
1.17
AHITX:
5.73
DODIX:
0.52
AHITX:
19.96
DODIX:
2.49
AHITX:
0.54%
DODIX:
2.21%
AHITX:
3.36%
DODIX:
5.50%
AHITX:
-34.94%
DODIX:
-18.50%
AHITX:
-0.30%
DODIX:
-4.14%
Returns By Period
In the year-to-date period, AHITX achieves a 1.33% return, which is significantly lower than DODIX's 1.62% return. Over the past 10 years, AHITX has outperformed DODIX with an annualized return of 4.91%, while DODIX has yielded a comparatively lower 2.01% annualized return.
AHITX
1.33%
0.50%
3.76%
10.32%
5.49%
4.91%
DODIX
1.62%
1.78%
-0.93%
5.32%
0.41%
2.01%
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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 6.17%, more than DODIX's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | 6.17% | 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 | 4.17% | 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
The current volatility for American Funds American High-Income Trust (AHITX) is 0.87%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.52%. This indicates that AHITX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.