BGHSX vs. DODLX

In the year-to-date period, BGHSX achieves a -0.85% return, which is significantly lower than DODLX's 4.77% return. Over the past 10 years, BGHSX has underperformed DODLX with an annualized return of 1.97%, while DODLX has yielded a comparatively higher 3.72% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BGHSX has a 0.54% expense ratio, which is higher than DODLX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and Dodge & Cox Global Bond Fund (DODLX). 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.

The current BGHSX Sharpe Ratio is 1.57, which is comparable to the DODLX Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of BGHSX and DODLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGHSX's dividend yield for the trailing twelve months is around 7.62%, more than DODLX's 4.60% yield.

The maximum BGHSX drawdown since its inception was -18.15%, which is greater than DODLX's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for BGHSX and DODLX. For additional features, visit the drawdowns tool.

The current volatility for BrandywineGLOBAL - High Yield Fund (BGHSX) is 1.28%, while Dodge & Cox Global Bond Fund (DODLX) has a volatility of 1.41%. This indicates that BGHSX experiences smaller price fluctuations and is considered to be less risky than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.