Correlation
The correlation between BGHSX and DODIX is 0.06, 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.
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.
Performance
BGHSX vs. DODIX - Performance Comparison
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Key characteristics
BGHSX:
1.77
DODIX:
1.00
BGHSX:
2.78
DODIX:
1.68
BGHSX:
1.47
DODIX:
1.20
BGHSX:
1.69
DODIX:
0.98
BGHSX:
6.19
DODIX:
2.76
BGHSX:
1.23%
DODIX:
2.31%
BGHSX:
3.88%
DODIX:
5.60%
BGHSX:
-18.15%
DODIX:
-16.37%
BGHSX:
-1.68%
DODIX:
-1.85%
Returns By Period
In the year-to-date period, BGHSX achieves a 0.14% return, which is significantly lower than DODIX's 2.29% return. Over the past 10 years, BGHSX has underperformed DODIX with an annualized return of 2.43%, while DODIX has yielded a comparatively higher 2.68% annualized return.
BGHSX
0.14%
0.50%
0.38%
6.83%
7.63%
4.75%
2.43%
DODIX
2.29%
-0.08%
0.28%
5.53%
2.95%
0.86%
2.68%
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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.
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Dividends
BGHSX vs. DODIX - Dividend Comparison
BGHSX's dividend yield for the trailing twelve months is around 6.92%, more than DODIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 6.92% | 7.39% | 6.95% | 6.34% | 6.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.84% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 3.52% |
Drawdowns
BGHSX vs. DODIX - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -18.15%, which is greater than DODIX's maximum drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for BGHSX and DODIX.
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Volatility
BGHSX vs. DODIX - Volatility Comparison
The current volatility for BrandywineGLOBAL - High Yield Fund (BGHSX) is 1.24%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.47%. This indicates that BGHSX 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.
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