BIGFX vs. DODFX
Compare and contrast key facts about Baron International Growth Fund (BIGFX) and Dodge & Cox International Stock Fund (DODFX).
BIGFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 2008. DODFX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGFX or DODFX.
Key characteristics
BIGFX | DODFX | |
---|---|---|
YTD Return | 1.34% | 5.09% |
1Y Return | 3.96% | 12.89% |
3Y Return (Ann) | -6.95% | 3.98% |
5Y Return (Ann) | 4.56% | 8.42% |
10Y Return (Ann) | 5.11% | 4.37% |
Sharpe Ratio | 0.34 | 1.03 |
Daily Std Dev | 12.57% | 12.78% |
Max Drawdown | -41.12% | -63.23% |
Current Drawdown | -25.32% | 0.00% |
Correlation
The correlation between BIGFX and DODFX is 0.86, 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.
Performance
BIGFX vs. DODFX - Performance Comparison
In the year-to-date period, BIGFX achieves a 1.34% return, which is significantly lower than DODFX's 5.09% return. Over the past 10 years, BIGFX has outperformed DODFX with an annualized return of 5.11%, while DODFX has yielded a comparatively lower 4.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BIGFX vs. DODFX - Expense Ratio Comparison
BIGFX has a 1.20% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Risk-Adjusted Performance
BIGFX vs. DODFX - Risk-Adjusted Performance Comparison
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.
Dividends
BIGFX vs. DODFX - Dividend Comparison
BIGFX's dividend yield for the trailing twelve months is around 0.35%, less than DODFX's 2.18% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Baron International Growth Fund | 0.35% | 0.35% | 1.25% | 5.24% | 0.02% | 0.08% | 3.56% | 3.54% | 0.93% | 0.62% | 3.01% | 0.00% |
Dodge & Cox International Stock Fund | 2.18% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% | 2.37% | 1.61% |
Drawdowns
BIGFX vs. DODFX - Drawdown Comparison
The maximum BIGFX drawdown since its inception was -41.12%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for BIGFX and DODFX. For additional features, visit the drawdowns tool.
Volatility
BIGFX vs. DODFX - Volatility Comparison
Baron International Growth Fund (BIGFX) and Dodge & Cox International Stock Fund (DODFX) have volatilities of 3.82% and 3.87%, 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.