BCOIX vs. DODIX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOIX) and Dodge & Cox Income Fund (DODIX).
BCOIX is managed by Baird. It was launched on Sep 29, 2000. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOIX or DODIX.
Correlation
The correlation between BCOIX and DODIX is 0.88, 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
BCOIX vs. DODIX - Performance Comparison
Key characteristics
BCOIX:
1.14
DODIX:
1.00
BCOIX:
1.67
DODIX:
1.47
BCOIX:
1.20
DODIX:
1.17
BCOIX:
0.49
DODIX:
0.52
BCOIX:
3.01
DODIX:
2.49
BCOIX:
1.86%
DODIX:
2.21%
BCOIX:
4.92%
DODIX:
5.50%
BCOIX:
-18.86%
DODIX:
-18.50%
BCOIX:
-5.23%
DODIX:
-4.14%
Returns By Period
In the year-to-date period, BCOIX achieves a 1.51% return, which is significantly lower than DODIX's 1.62% return. Both investments have delivered pretty close results over the past 10 years, with BCOIX having a 1.99% annualized return and DODIX not far ahead at 2.01%.
BCOIX
1.51%
1.41%
-0.27%
5.81%
0.06%
1.99%
DODIX
1.62%
1.53%
-0.93%
5.75%
0.44%
2.01%
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BCOIX vs. DODIX - Expense Ratio Comparison
BCOIX has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
BCOIX vs. DODIX — Risk-Adjusted Performance Rank
BCOIX
DODIX
BCOIX vs. DODIX - Risk-Adjusted Performance Comparison
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.
Dividends
BCOIX vs. DODIX - Dividend Comparison
BCOIX's dividend yield for the trailing twelve months is around 4.14%, which matches DODIX's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOIX Baird Core Plus Bond Fund | 4.14% | 4.15% | 3.57% | 3.09% | 2.36% | 2.58% | 2.95% | 3.13% | 2.83% | 2.82% | 2.84% | 3.00% |
DODIX Dodge & Cox Income Fund | 4.17% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
BCOIX vs. DODIX - Drawdown Comparison
The maximum BCOIX drawdown since its inception was -18.86%, 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.
Volatility
BCOIX vs. DODIX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOIX) is 1.30%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.52%. 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.