BGHSX vs. DODIX
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and Dodge & Cox Income Fund (DODIX).
BGHSX is managed by Franklin Templeton Investments. It was launched on Dec 3, 2014. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGHSX or DODIX.
Correlation
The correlation between BGHSX and DODIX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGHSX vs. DODIX - Performance Comparison
Key characteristics
BGHSX:
1.91
DODIX:
1.29
BGHSX:
2.66
DODIX:
1.92
BGHSX:
1.46
DODIX:
1.22
BGHSX:
1.56
DODIX:
0.69
BGHSX:
7.49
DODIX:
3.27
BGHSX:
0.94%
DODIX:
2.21%
BGHSX:
3.69%
DODIX:
5.60%
BGHSX:
-18.15%
DODIX:
-18.50%
BGHSX:
-3.54%
DODIX:
-4.07%
Returns By Period
In the year-to-date period, BGHSX achieves a -1.76% return, which is significantly lower than DODIX's 1.69% return. Over the past 10 years, BGHSX has outperformed DODIX with an annualized return of 2.12%, while DODIX has yielded a comparatively lower 1.96% annualized return.
BGHSX
-1.76%
-2.42%
-0.20%
7.06%
4.82%
2.12%
DODIX
1.69%
-1.11%
-0.31%
6.98%
0.49%
1.96%
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BGHSX vs. DODIX - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
BGHSX vs. DODIX — Risk-Adjusted Performance Rank
BGHSX
DODIX
BGHSX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) 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
BGHSX vs. DODIX - Dividend Comparison
BGHSX's dividend yield for the trailing twelve months is around 7.63%, more than DODIX's 4.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 7.63% | 7.39% | 6.95% | 6.34% | 3.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
BGHSX vs. DODIX - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -18.15%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for BGHSX and DODIX. For additional features, visit the drawdowns tool.
Volatility
BGHSX vs. DODIX - Volatility Comparison
BrandywineGLOBAL - High Yield Fund (BGHSX) has a higher volatility of 2.26% compared to Dodge & Cox Income Fund (DODIX) at 2.15%. This indicates that BGHSX's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.