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.
Correlation
The correlation between BIGFX and DODFX is 0.85, 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
Key characteristics
BIGFX:
0.87
DODFX:
1.29
BIGFX:
1.30
DODFX:
1.79
BIGFX:
1.16
DODFX:
1.22
BIGFX:
0.33
DODFX:
1.41
BIGFX:
3.17
DODFX:
3.54
BIGFX:
3.35%
DODFX:
4.50%
BIGFX:
12.18%
DODFX:
12.30%
BIGFX:
-43.86%
DODFX:
-66.85%
BIGFX:
-23.61%
DODFX:
-1.55%
Returns By Period
In the year-to-date period, BIGFX achieves a 4.41% return, which is significantly lower than DODFX's 9.40% return. Over the past 10 years, BIGFX has underperformed DODFX with an annualized return of 4.36%, while DODFX has yielded a comparatively higher 4.95% annualized return.
BIGFX
4.41%
2.16%
1.08%
9.27%
2.69%
4.36%
DODFX
9.40%
6.02%
4.07%
14.52%
8.22%
4.95%
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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 Rank
BIGFX
DODFX
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 0.77%, less than DODFX's 2.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGFX Baron International Growth Fund | 0.77% | 0.81% | 0.35% | 0.00% | 1.88% | 0.02% | 0.05% | 0.00% | 0.00% | 0.06% | 0.46% | 0.02% |
DODFX Dodge & Cox International Stock Fund | 2.06% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% |
Drawdowns
BIGFX vs. DODFX - Drawdown Comparison
The maximum BIGFX drawdown since its inception was -43.86%, 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. For additional features, visit the drawdowns tool.
Volatility
BIGFX vs. DODFX - Volatility Comparison
The current volatility for Baron International Growth Fund (BIGFX) is 3.00%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 3.35%. This indicates that BIGFX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.