Correlation
The correlation between BBNIX and DODIX is -0.00. 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.
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.
Performance
BBNIX vs. DODIX - Performance Comparison
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Key characteristics
BBNIX:
1.37
DODIX:
1.01
BBNIX:
1.78
DODIX:
1.38
BBNIX:
1.21
DODIX:
1.16
BBNIX:
0.88
DODIX:
0.76
BBNIX:
3.72
DODIX:
2.29
BBNIX:
1.74%
DODIX:
2.31%
BBNIX:
5.39%
DODIX:
5.64%
BBNIX:
-17.61%
DODIX:
-16.37%
BBNIX:
-1.24%
DODIX:
-2.17%
Returns By Period
In the year-to-date period, BBNIX achieves a 2.26% return, which is significantly higher than DODIX's 1.97% return.
BBNIX
2.26%
-0.46%
1.49%
7.33%
3.24%
1.88%
N/A
DODIX
1.97%
-1.26%
0.35%
6.05%
2.60%
0.87%
2.56%
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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.
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Dividends
BBNIX vs. DODIX - Dividend Comparison
BBNIX's dividend yield for the trailing twelve months is around 5.62%, more than DODIX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBNIX BBH Income Fund | 5.62% | 5.73% | 5.27% | 4.36% | 3.11% | 7.38% | 6.39% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.24% | 4.24% | 3.86% | 2.84% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 3.52% |
Drawdowns
BBNIX vs. DODIX - Drawdown Comparison
The maximum BBNIX drawdown since its inception was -17.61%, which is greater than DODIX's maximum drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for BBNIX and DODIX.
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Volatility
BBNIX vs. DODIX - Volatility Comparison
The current volatility for BBH Income Fund (BBNIX) is 1.39%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.48%. 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.
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