BIMIX vs. DODIX
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and Dodge & Cox Income Fund (DODIX).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMIX or DODIX.
Correlation
The correlation between BIMIX and DODIX is 0.84, 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
BIMIX vs. DODIX - Performance Comparison
Key characteristics
BIMIX:
1.78
DODIX:
0.97
BIMIX:
2.67
DODIX:
1.41
BIMIX:
1.34
DODIX:
1.17
BIMIX:
0.77
DODIX:
0.52
BIMIX:
5.96
DODIX:
2.49
BIMIX:
0.99%
DODIX:
2.20%
BIMIX:
3.29%
DODIX:
5.67%
BIMIX:
-14.15%
DODIX:
-18.50%
BIMIX:
-0.91%
DODIX:
-3.38%
Returns By Period
The year-to-date returns for both investments are quite close, with BIMIX having a 2.34% return and DODIX slightly higher at 2.42%. Over the past 10 years, BIMIX has underperformed DODIX with an annualized return of 1.80%, while DODIX has yielded a comparatively higher 2.06% annualized return.
BIMIX
2.34%
0.53%
1.77%
6.30%
0.94%
1.80%
DODIX
2.42%
0.08%
0.25%
6.09%
1.05%
2.06%
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BIMIX vs. DODIX - Expense Ratio Comparison
BIMIX has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
BIMIX vs. DODIX — Risk-Adjusted Performance Rank
BIMIX
DODIX
BIMIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) 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.
Dividends
BIMIX vs. DODIX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.95%, less than DODIX's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.95% | 3.89% | 3.20% | 2.18% | 1.58% | 2.16% | 2.53% | 2.52% | 2.33% | 2.29% | 2.27% | 2.41% |
DODIX Dodge & Cox Income Fund | 4.19% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
Drawdowns
BIMIX vs. DODIX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -14.15%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for BIMIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
BIMIX vs. DODIX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 1.16%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.91%. This indicates that BIMIX 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.