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:
0.91
DODGX:
1.12
BBVLX:
1.23
DODGX:
1.45
BBVLX:
1.18
DODGX:
1.23
BBVLX:
0.84
DODGX:
1.27
BBVLX:
2.55
DODGX:
4.10
BBVLX:
3.98%
DODGX:
3.53%
BBVLX:
11.22%
DODGX:
12.94%
BBVLX:
-38.48%
DODGX:
-67.34%
BBVLX:
-8.02%
DODGX:
-4.39%
Returns By Period
In the year-to-date period, BBVLX achieves a 3.50% return, which is significantly lower than DODGX's 6.77% return.
BBVLX
3.50%
1.03%
0.00%
8.45%
7.08%
N/A
DODGX
6.77%
2.96%
3.85%
12.73%
8.62%
5.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.94%, more than DODGX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.94% | 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 | 1.39% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 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 2.40%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 2.60%. 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.