BCOSX vs. DODIX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and Dodge & Cox Income Fund (DODIX).
BCOSX 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: BCOSX or DODIX.
Correlation
The correlation between BCOSX 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
BCOSX vs. DODIX - Performance Comparison
Key characteristics
BCOSX:
1.09
DODIX:
1.00
BCOSX:
1.59
DODIX:
1.47
BCOSX:
1.19
DODIX:
1.17
BCOSX:
0.44
DODIX:
0.52
BCOSX:
2.87
DODIX:
2.49
BCOSX:
1.86%
DODIX:
2.21%
BCOSX:
4.90%
DODIX:
5.50%
BCOSX:
-19.23%
DODIX:
-18.50%
BCOSX:
-6.17%
DODIX:
-4.14%
Returns By Period
In the year-to-date period, BCOSX achieves a 1.51% return, which is significantly lower than DODIX's 1.62% return. Over the past 10 years, BCOSX has underperformed DODIX with an annualized return of 1.74%, while DODIX has yielded a comparatively higher 2.01% annualized return.
BCOSX
1.51%
1.32%
-0.40%
5.53%
-0.18%
1.74%
DODIX
1.62%
1.53%
-0.93%
5.75%
0.44%
2.01%
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BCOSX vs. DODIX - Expense Ratio Comparison
BCOSX has a 0.55% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
BCOSX vs. DODIX — Risk-Adjusted Performance Rank
BCOSX
DODIX
BCOSX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) 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
BCOSX vs. DODIX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.66%, less than DODIX's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.66% | 3.67% | 3.16% | 2.68% | 2.01% | 2.22% | 2.61% | 2.74% | 2.48% | 2.47% | 2.50% | 2.63% |
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
BCOSX vs. DODIX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -19.23%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for BCOSX and DODIX. For additional features, visit the drawdowns tool.
Volatility
BCOSX vs. DODIX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOSX) is 1.32%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.52%. This indicates that BCOSX 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.