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.
Key characteristics
| BBVLX | DODGX | |
|---|---|---|
| YTD Return | 18.98% | 20.74% |
| 1Y Return | 27.72% | 34.85% |
| 3Y Return (Ann) | 3.46% | 9.34% |
| 5Y Return (Ann) | 9.40% | 14.15% |
| Sharpe Ratio | 2.55 | 3.03 |
| Sortino Ratio | 3.48 | 4.21 |
| Omega Ratio | 1.47 | 1.56 |
| Calmar Ratio | 2.01 | 4.70 |
| Martin Ratio | 15.54 | 23.30 |
| Ulcer Index | 1.72% | 1.43% |
| Daily Std Dev | 10.51% | 10.98% |
| Max Drawdown | -38.48% | -63.25% |
| Current Drawdown | 0.00% | -0.15% |
Correlation
The correlation between BBVLX and DODGX is 0.95, 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
In the year-to-date period, BBVLX achieves a 18.98% return, which is significantly lower than DODGX's 20.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 1.82%, more than DODGX's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.82% | 1.99% | 2.10% | 1.64% | 1.62% | 1.77% | 1.95% | 1.51% | 1.68% | 1.20% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.39% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
BBVLX vs. DODGX - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, smaller than the maximum DODGX drawdown of -63.25%. 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 3.39%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 4.03%. 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.