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BIMIX vs. DODIX

Last updated May 27, 2023

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


BIMIXDODIX
YTD Return1.34%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 Dev5.53%6.97%
Max Drawdown-12.76%-16.38%

Correlation

0.84
-1.001.00

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.


0.00%1.00%2.00%3.00%4.00%5.00%December2023FebruaryMarchAprilMay
1.64%
1.96%
BIMIX
DODIX

Compare stocks, funds, or ETFs


Dodge & Cox Income Fund

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.


TTM20222021202020192018201720162015201420132012
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 has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BIMIX
Baird Intermediate Bond Fund Class Institutional
-0.28
DODIX
Dodge & Cox Income Fund
-0.21

BIMIX vs. DODIX - Sharpe Ratio Comparison

The current BIMIX Sharpe Ratio is -0.28, which is lower than the DODIX Sharpe Ratio of -0.21. The chart below compares the 12-month rolling Sharpe Ratio of BIMIX and DODIX.


-2.00-1.50-1.00-0.500.00December2023FebruaryMarchAprilMay
-0.28
-0.21
BIMIX
DODIX

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


-12.00%-11.00%-10.00%-9.00%-8.00%-7.00%December2023FebruaryMarchAprilMay
-8.86%
-10.37%
BIMIX
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.


1.00%1.50%2.00%2.50%December2023FebruaryMarchAprilMay
1.46%
1.57%
BIMIX
DODIX