BBNIX vs. DODIX
Compare and contrast key facts about BBH Income Fund (BBNIX) and Dodge & Cox Income Fund (DODIX).
BBNIX is managed by BBH. It was launched on Jun 27, 2018. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBNIX or DODIX.
Correlation
The correlation between BBNIX and DODIX is 0.86, 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.
Performance
BBNIX vs. DODIX - Performance Comparison
Key characteristics
BBNIX:
1.33
DODIX:
1.03
BBNIX:
1.97
DODIX:
1.52
BBNIX:
1.23
DODIX:
1.18
BBNIX:
0.70
DODIX:
0.54
BBNIX:
4.00
DODIX:
2.60
BBNIX:
1.71%
DODIX:
2.18%
BBNIX:
5.13%
DODIX:
5.49%
BBNIX:
-18.69%
DODIX:
-18.50%
BBNIX:
-2.94%
DODIX:
-4.52%
Returns By Period
In the year-to-date period, BBNIX achieves a 1.15% return, which is significantly lower than DODIX's 1.21% return.
BBNIX
1.15%
1.39%
0.56%
6.57%
1.11%
N/A
DODIX
1.21%
1.29%
-0.78%
5.24%
0.41%
2.02%
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BBNIX vs. DODIX - Expense Ratio Comparison
BBNIX has a 0.47% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
BBNIX vs. DODIX — Risk-Adjusted Performance Rank
BBNIX
DODIX
BBNIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Income Fund (BBNIX) 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
BBNIX vs. DODIX - Dividend Comparison
BBNIX's dividend yield for the trailing twelve months is around 5.69%, more than DODIX's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBNIX BBH Income Fund | 5.69% | 5.72% | 5.27% | 4.39% | 3.12% | 3.55% | 3.47% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.19% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
BBNIX vs. DODIX - Drawdown Comparison
The maximum BBNIX drawdown since its inception was -18.69%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for BBNIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
BBNIX vs. DODIX - Volatility Comparison
The current volatility for BBH Income Fund (BBNIX) is 1.34%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.45%. This indicates that BBNIX 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.