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:
1.46
DODIX:
1.29
BCOIX:
2.17
DODIX:
1.92
BCOIX:
1.26
DODIX:
1.22
BCOIX:
0.63
DODIX:
0.69
BCOIX:
4.01
DODIX:
3.27
BCOIX:
1.81%
DODIX:
2.21%
BCOIX:
4.97%
DODIX:
5.60%
BCOIX:
-18.87%
DODIX:
-18.50%
BCOIX:
-5.05%
DODIX:
-4.07%
Returns By Period
The year-to-date returns for both stocks are quite close, with BCOIX having a 1.70% return and DODIX slightly lower at 1.69%. Both investments have delivered pretty close results over the past 10 years, with BCOIX having a 1.96% annualized return and DODIX not far ahead at 1.98%.
BCOIX
1.70%
-0.92%
0.24%
6.92%
0.05%
1.96%
DODIX
1.69%
-1.18%
-0.31%
6.89%
0.50%
1.98%
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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 4.20%, which matches DODIX's 4.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOIX Baird Core Plus Bond Fund | 4.20% | 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 | 4.22% | 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 -18.87%, 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.
Volatility
BCOIX vs. DODIX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOIX) is 1.88%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.15%. 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.