AVLVX vs. DODFX
Compare and contrast key facts about Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) and Dodge & Cox International Stock Fund (DODFX).
AVLVX is an actively managed fund by Avantis. It was launched on Jun 21, 2022. DODFX is managed by Dodge & Cox.
Performance
AVLVX vs. DODFX - Performance Comparison
Loading graphics...
AVLVX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class | 7.21% | 15.23% | 16.93% | 16.75% | 8.38% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | 2.52% |
Returns By Period
In the year-to-date period, AVLVX achieves a 7.21% return, which is significantly higher than DODFX's 0.73% return.
AVLVX
- 1D
- 2.29%
- 1M
- -3.53%
- YTD
- 7.21%
- 6M
- 13.31%
- 1Y
- 25.93%
- 3Y*
- 18.45%
- 5Y*
- —
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVLVX vs. DODFX - Expense Ratio Comparison
AVLVX has a 0.15% expense ratio, which is lower than DODFX's 0.62% expense ratio.
Return for Risk
AVLVX vs. DODFX — Risk / Return Rank
AVLVX
DODFX
AVLVX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) 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.
| AVLVX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.82 | -0.39 |
Sortino ratioReturn per unit of downside risk | 2.03 | 2.34 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.36 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.31 | -0.27 |
Martin ratioReturn relative to average drawdown | 9.84 | 8.74 | +1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AVLVX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.82 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.39 | +0.65 |
Correlation
The correlation between AVLVX and DODFX is 0.74, 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
AVLVX vs. DODFX - Dividend Comparison
AVLVX's dividend yield for the trailing twelve months is around 3.09%, less than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class | 3.09% | 3.32% | 1.61% | 1.59% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
AVLVX vs. DODFX - Drawdown Comparison
The maximum AVLVX drawdown since its inception was -19.51%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for AVLVX and DODFX.
Loading graphics...
Drawdown Indicators
| AVLVX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.51% | -63.23% | +43.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -11.42% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.61% | — |
Current DrawdownCurrent decline from peak | -3.85% | -8.60% | +4.75% |
Average DrawdownAverage peak-to-trough decline | -3.32% | -11.72% | +8.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 3.02% | -0.26% |
Volatility
AVLVX vs. DODFX - Volatility Comparison
The current volatility for Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) is 4.80%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that AVLVX 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.
Loading graphics...
Volatility by Period
| AVLVX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 7.14% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.90% | 10.03% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.44% | 15.17% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 15.81% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 18.25% | -1.50% |