BAGIX vs. DODIX
Compare and contrast key facts about Baird Aggregate Bond Fund Class I (BAGIX) and Dodge & Cox Income Fund (DODIX).
BAGIX is managed by Baird. It was launched on Sep 29, 2000. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAGIX or DODIX.
Correlation
The correlation between BAGIX and DODIX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BAGIX vs. DODIX - Performance Comparison
Key characteristics
BAGIX:
1.32
DODIX:
1.32
BAGIX:
1.97
DODIX:
1.96
BAGIX:
1.23
DODIX:
1.23
BAGIX:
0.54
DODIX:
0.71
BAGIX:
3.50
DODIX:
3.34
BAGIX:
2.00%
DODIX:
2.24%
BAGIX:
5.31%
DODIX:
5.65%
BAGIX:
-19.44%
DODIX:
-18.50%
BAGIX:
-6.27%
DODIX:
-3.22%
Returns By Period
In the year-to-date period, BAGIX achieves a 2.31% return, which is significantly lower than DODIX's 2.59% return. Over the past 10 years, BAGIX has underperformed DODIX with an annualized return of 1.68%, while DODIX has yielded a comparatively higher 2.07% annualized return.
BAGIX
2.31%
0.24%
1.52%
7.57%
-0.48%
1.68%
DODIX
2.59%
0.40%
1.68%
8.10%
0.68%
2.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BAGIX vs. DODIX - Expense Ratio Comparison
BAGIX has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
BAGIX vs. DODIX — Risk-Adjusted Performance Rank
BAGIX
DODIX
BAGIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund Class I (BAGIX) 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
BAGIX vs. DODIX - Dividend Comparison
BAGIX's dividend yield for the trailing twelve months is around 3.76%, less than DODIX's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGIX Baird Aggregate Bond Fund Class I | 3.76% | 4.05% | 3.46% | 2.69% | 1.92% | 2.29% | 2.76% | 2.89% | 2.55% | 2.47% | 2.47% | 2.90% |
DODIX Dodge & Cox Income Fund | 4.18% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
Drawdowns
BAGIX vs. DODIX - Drawdown Comparison
The maximum BAGIX drawdown since its inception was -19.44%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for BAGIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
BAGIX vs. DODIX - Volatility Comparison
The current volatility for Baird Aggregate Bond Fund Class I (BAGIX) is 2.10%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.35%. This indicates that BAGIX 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.