BBVLX vs. DODGX
Compare and contrast key facts about Bridge Builder Large Cap Value Fund (BBVLX) and Dodge & Cox Stock Fund Class I (DODGX).
BBVLX is managed by Bridge Builder. It was launched on Apr 27, 2015. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBVLX or DODGX.
Correlation
The correlation between BBVLX and DODGX is 0.94, 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
BBVLX vs. DODGX - Performance Comparison
Key characteristics
BBVLX:
-0.12
DODGX:
0.01
BBVLX:
-0.05
DODGX:
0.13
BBVLX:
0.99
DODGX:
1.02
BBVLX:
-0.09
DODGX:
0.01
BBVLX:
-0.29
DODGX:
0.02
BBVLX:
6.27%
DODGX:
5.21%
BBVLX:
15.81%
DODGX:
17.62%
BBVLX:
-38.48%
DODGX:
-67.34%
BBVLX:
-15.99%
DODGX:
-14.86%
Returns By Period
In the year-to-date period, BBVLX achieves a -5.47% return, which is significantly lower than DODGX's -4.92% return.
BBVLX
-5.47%
-6.50%
-13.90%
-2.23%
10.56%
N/A
DODGX
-4.92%
-8.80%
-12.25%
-0.64%
12.57%
4.66%
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BBVLX vs. DODGX - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
BBVLX vs. DODGX — Risk-Adjusted Performance Rank
BBVLX
DODGX
BBVLX vs. DODGX - Risk-Adjusted Performance Comparison
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.
Dividends
BBVLX vs. DODGX - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 2.17%, less than DODGX's 6.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 2.17% | 2.01% | 1.99% | 2.10% | 1.64% | 1.62% | 1.77% | 1.95% | 1.51% | 1.68% | 1.20% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 6.53% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% | 3.17% |
Drawdowns
BBVLX vs. DODGX - Drawdown Comparison
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.
Volatility
BBVLX vs. DODGX - Volatility Comparison
The current volatility for Bridge Builder Large Cap Value Fund (BBVLX) is 11.07%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 11.92%. This indicates that BBVLX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.