BCOIX vs. DODIX

In the year-to-date period, BCOIX achieves a 1.93% return, which is significantly lower than DODIX's 2.10% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: BCOIX at 2.08% and DODIX at 2.08%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BCOIX has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) 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.

The current BCOIX Sharpe Ratio is 0.97, which is comparable to the DODIX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of BCOIX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BCOIX's dividend yield for the trailing twelve months is around 4.21%, which matches DODIX's 4.20% yield.

The maximum BCOIX drawdown since its inception was -18.87%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for BCOIX and DODIX. For additional features, visit the drawdowns tool.

The current volatility for Baird Core Plus Bond Fund (BCOIX) is 1.37%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.68%. This indicates that BCOIX 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.