BIGFX vs. DODFX

In the year-to-date period, BIGFX achieves a 12.63% return, which is significantly lower than DODFX's 18.48% return. Both investments have delivered pretty close results over the past 10 years, with BIGFX having a 5.81% annualized return and DODFX not far behind at 5.55%.

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BIGFX has a 1.20% expense ratio, which is higher than DODFX's 0.62% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron International Growth Fund (BIGFX) and Dodge & Cox International Stock Fund (DODFX). 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 BIGFX Sharpe Ratio is 0.90, which is comparable to the DODFX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of BIGFX and DODFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIGFX's dividend yield for the trailing twelve months is around 0.72%, less than DODFX's 1.90% yield.

The maximum BIGFX drawdown since its inception was -41.12%, smaller than the maximum DODFX drawdown of -66.85%. Use the drawdown chart below to compare losses from any high point for BIGFX and DODFX.

Baron International Growth Fund (BIGFX) and Dodge & Cox International Stock Fund (DODFX) have volatilities of 2.99% and 2.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.