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.
Key characteristics
| BIMIX | DODIX | |
|---|---|---|
| YTD Return | 1.34% | 1.96% |
| 1Y Return | -1.65% | -1.70% |
| 5Y Return (Ann) | 1.36% | 1.76% |
| 10Y Return (Ann) | 1.48% | 2.29% |
| Sharpe Ratio | -0.28 | -0.21 |
| Daily Std Dev | 5.53% | 6.97% |
| Max Drawdown | -12.76% | -16.38% |
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.
BIMIX vs. DODIX - Performance Comparison
In the year-to-date period, BIMIX achieves a 1.34% return, which is significantly lower than DODIX's 1.96% return. Over the past 10 years, BIMIX has underperformed DODIX with an annualized return of 1.48%, while DODIX has yielded a comparatively higher 2.29% 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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BIMIX vs. DODIX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.11%, less than DODIX's 3.69% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.11% | 2.19% | 2.34% | 3.68% | 2.75% | 2.80% | 2.70% | 2.90% | 3.09% | 3.14% | 3.35% | 5.31% |
DODIX Dodge & Cox Income Fund | 3.69% | 2.85% | 3.35% | 4.99% | 4.07% | 3.99% | 3.65% | 4.03% | 3.96% | 5.48% | 4.22% | 4.96% |
BIMIX vs. DODIX - Expense Ratio Comparison
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.28 | ||||
DODIX Dodge & Cox Income Fund | -0.21 |
BIMIX vs. DODIX - Drawdown Comparison
The maximum BIMIX drawdown for the period was -10.51%, roughly equal to the maximum DODIX drawdown of -12.38%. The drawdown chart below compares losses from any high point along the way for BIMIX and DODIX
BIMIX vs. DODIX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 1.46%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.57%. 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.