BCPIX vs. DOXIX

Last updated Apr 1, 2026

Compare and contrast key facts about Brandes Core Plus Fixed Income Fund (BCPIX) and Dodge & Cox Income Fund Class X (DOXIX).

BCPIX is managed by Brandes. It was launched on Dec 28, 2007. DOXIX is an actively managed fund by Dodge & Cox. It was launched on May 2, 2022.

Performance

BCPIX vs. DOXIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brandes Core Plus Fixed Income Fund (BCPIX) and Dodge & Cox Income Fund Class X (DOXIX). The values are adjusted to include any dividend payments, if applicable.

BCPIX vs. DOXIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
BCPIX Brandes Core Plus Fixed Income Fund	-0.55%	6.71%	1.98%	6.70%	-2.77%
DOXIX Dodge & Cox Income Fund Class X	0.06%	8.39%	2.33%	7.75%	-2.35%

Returns By Period

In the year-to-date period, BCPIX achieves a -0.55% return, which is significantly lower than DOXIX's 0.06% return.

BCPIX

• 1D: 0.48%
• 1M: -2.11%
• YTD: -0.55%
• 6M: 0.36%
• 1Y: 3.41%
• 3Y*: 3.73%
• 5Y*: 0.90%
• 10Y*: 1.90%

DOXIX

• 1D: 0.24%
• 1M: -1.55%
• YTD: 0.06%
• 6M: 1.05%
• 1Y: 5.00%
• 3Y*: 5.06%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BCPIX vs. DOXIX - Expense Ratio Comparison

BCPIX has a 0.30% expense ratio, which is lower than DOXIX's 0.33% expense ratio.

DOXIX

Dodge & Cox Income Fund Class X

BCPIX

Brandes Core Plus Fixed Income Fund

Return for Risk

BCPIX vs. DOXIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BCPIX

BCPIX Risk / Return Rank: 53
BCPIX Sharpe Ratio Rank: 52
BCPIX Sortino Ratio Rank: 52
BCPIX Omega Ratio Rank: 36
BCPIX Calmar Ratio Rank: 73
BCPIX Martin Ratio Rank: 52

DOXIX

DOXIX Risk / Return Rank: 62
DOXIX Sharpe Ratio Rank: 64
DOXIX Sortino Ratio Rank: 64
DOXIX Omega Ratio Rank: 48
DOXIX Calmar Ratio Rank: 77
DOXIX Martin Ratio Rank: 55

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BCPIX vs. DOXIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brandes Core Plus Fixed Income Fund (BCPIX) and Dodge & Cox Income Fund Class X (DOXIX). 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.

	BCPIX	DOXIX	Difference
Sharpe ratio Return per unit of total volatility	0.99	1.19	-0.20
Sortino ratio Return per unit of downside risk	1.44	1.70	-0.26
Omega ratio Gain probability vs. loss probability	1.17	1.21	-0.04
Calmar ratio Return relative to maximum drawdown	1.71	1.91	-0.21
Martin ratio Return relative to average drawdown	5.12	5.67	-0.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BCPIX vs. DOXIX - Sharpe Ratio Comparison

The current BCPIX Sharpe Ratio is 0.99, which is comparable to the DOXIX Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of BCPIX and DOXIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BCPIX	DOXIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.99	1.19	-0.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.69	-0.36

Correlation

The correlation between BCPIX and DOXIX is 0.93, 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.

Dividends

BCPIX vs. DOXIX - Dividend Comparison

BCPIX's dividend yield for the trailing twelve months is around 4.10%, less than DOXIX's 4.35% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BCPIX Brandes Core Plus Fixed Income Fund	4.10%	4.32%	3.67%	2.91%	2.54%	1.89%	1.76%	2.77%	2.90%	2.49%	2.84%	2.72%
DOXIX Dodge & Cox Income Fund Class X	4.35%	4.30%	4.32%	3.92%	2.30%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

BCPIX vs. DOXIX - Drawdown Comparison

The maximum BCPIX drawdown since its inception was -22.43%, which is greater than DOXIX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for BCPIX and DOXIX.

Drawdown Indicators

	BCPIX	DOXIX	Difference
Max Drawdown Largest peak-to-trough decline	-22.43%	-8.83%	-13.60%
Max Drawdown (1Y) Largest decline over 1 year	-2.58%	-2.92%	+0.34%
Max Drawdown (5Y) Largest decline over 5 years	-15.19%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-15.19%	—	—
Current Drawdown Current decline from peak	-2.11%	-2.07%	-0.04%
Average Drawdown Average peak-to-trough decline	-4.28%	-1.87%	-2.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.86%	0.99%	-0.13%

Volatility

BCPIX vs. DOXIX - Volatility Comparison

The current volatility for Brandes Core Plus Fixed Income Fund (BCPIX) is 1.42%, while Dodge & Cox Income Fund Class X (DOXIX) has a volatility of 1.77%. This indicates that BCPIX experiences smaller price fluctuations and is considered to be less risky than DOXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BCPIX	DOXIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.42%	1.77%	-0.35%
Volatility (6M) Calculated over the trailing 6-month period	2.36%	2.76%	-0.40%
Volatility (1Y) Calculated over the trailing 1-year period	3.97%	4.56%	-0.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.06%	5.92%	-0.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.16%	5.92%	-1.76%