ARDEX vs. DODFX
Compare and contrast key facts about AMG River Road Dividend All Cap Value Fund (ARDEX) and Dodge & Cox International Stock Fund (DODFX).
ARDEX is managed by AMG. It was launched on Jun 28, 2005. DODFX is managed by Dodge & Cox.
Performance
ARDEX vs. DODFX - Performance Comparison
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ARDEX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 2.19% | -14.13% | 16.20% | 2.04% | -3.64% | 4.16% | -2.18% | 23.20% | -7.61% | 8.78% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, ARDEX achieves a 2.19% return, which is significantly higher than DODFX's 0.73% return. Over the past 10 years, ARDEX has underperformed DODFX with an annualized return of 3.52%, while DODFX has yielded a comparatively higher 10.09% annualized return.
ARDEX
- 1D
- 0.79%
- 1M
- -6.22%
- YTD
- 2.19%
- 6M
- -17.39%
- 1Y
- -14.44%
- 3Y*
- 1.37%
- 5Y*
- -1.06%
- 10Y*
- 3.52%
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
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ARDEX vs. DODFX - Expense Ratio Comparison
ARDEX has a 0.97% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
ARDEX vs. DODFX — Risk / Return Rank
ARDEX
DODFX
ARDEX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Dividend All Cap Value Fund (ARDEX) and Dodge & Cox International Stock Fund (DODFX). 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.
| ARDEX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.59 | 1.82 | -2.41 |
Sortino ratioReturn per unit of downside risk | -0.55 | 2.34 | -2.88 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.36 | -0.50 |
Calmar ratioReturn relative to maximum drawdown | -0.71 | 2.31 | -3.01 |
Martin ratioReturn relative to average drawdown | -1.57 | 8.74 | -10.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARDEX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.59 | 1.82 | -2.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.64 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.55 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.39 | -0.17 |
Correlation
The correlation between ARDEX and DODFX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARDEX vs. DODFX - Dividend Comparison
ARDEX's dividend yield for the trailing twelve months is around 3.82%, less than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARDEX AMG River Road Dividend All Cap Value Fund | 3.82% | 5.85% | 79.78% | 4.42% | 14.36% | 5.37% | 2.12% | 8.71% | 9.10% | 6.83% | 9.31% | 11.69% |
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
ARDEX vs. DODFX - Drawdown Comparison
The maximum ARDEX drawdown since its inception was -52.16%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for ARDEX and DODFX.
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Drawdown Indicators
| ARDEX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.16% | -63.23% | +11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -20.51% | -11.42% | -9.09% |
Max Drawdown (5Y)Largest decline over 5 years | -52.16% | -24.52% | -27.64% |
Max Drawdown (10Y)Largest decline over 10 years | -52.16% | -44.61% | -7.55% |
Current DrawdownCurrent decline from peak | -50.92% | -8.60% | -42.32% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -11.72% | +1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.24% | 3.02% | +6.22% |
Volatility
ARDEX vs. DODFX - Volatility Comparison
The current volatility for AMG River Road Dividend All Cap Value Fund (ARDEX) is 3.49%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that ARDEX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARDEX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 7.14% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 23.71% | 10.03% | +13.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.73% | 15.17% | +9.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.88% | 15.81% | +26.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.42% | 18.25% | +14.17% |