BBVLX vs. DODGX

In the year-to-date period, BBVLX achieves a 1.69% return, which is significantly lower than DODGX's 2.44% return. Over the past 10 years, BBVLX has outperformed DODGX with an annualized return of 9.74%, while DODGX has yielded a comparatively lower 5.32% annualized return.

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BBVLX has a 0.23% expense ratio, which is lower than DODGX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and Dodge & Cox Stock Fund Class I (DODGX). 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.

The current BBVLX Sharpe Ratio is 0.49, which is higher than the DODGX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of BBVLX and DODGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBVLX's dividend yield for the trailing twelve months is around 8.30%, more than DODGX's 1.48% yield.

The maximum BBVLX drawdown since its inception was -38.48%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for BBVLX and DODGX. For additional features, visit the drawdowns tool.

Bridge Builder Large Cap Value Fund (BBVLX) and Dodge & Cox Stock Fund Class I (DODGX) have volatilities of 4.67% and 4.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.