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.
Performance
BIMIX vs. DODIX - Performance Comparison
Returns By Period
In the year-to-date period, BIMIX achieves a 3.18% return, which is significantly higher than DODIX's 2.47% return. Over the past 10 years, BIMIX has underperformed DODIX with an annualized return of 1.70%, while DODIX has yielded a comparatively higher 2.59% annualized return.
BIMIX
3.18%
-1.01%
3.08%
6.57%
0.73%
1.70%
DODIX
2.47%
-1.72%
3.13%
7.88%
1.40%
2.59%
Key characteristics
| BIMIX | DODIX | |
|---|---|---|
| Sharpe Ratio | 1.91 | 1.47 |
| Sortino Ratio | 2.85 | 2.16 |
| Omega Ratio | 1.36 | 1.26 |
| Calmar Ratio | 0.73 | 0.85 |
| Martin Ratio | 7.80 | 5.47 |
| Ulcer Index | 0.88% | 1.59% |
| Daily Std Dev | 3.61% | 5.92% |
| Max Drawdown | -14.15% | -16.38% |
| Current Drawdown | -3.43% | -3.82% |
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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.
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.
Risk-Adjusted Performance
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 3.80%, less than DODIX's 4.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.80% | 3.20% | 2.18% | 1.58% | 2.16% | 2.53% | 2.52% | 2.33% | 2.29% | 2.27% | 2.41% | 2.49% |
DODIX Dodge & Cox Income Fund | 4.18% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
Drawdowns
BIMIX vs. DODIX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -14.15%, smaller than the maximum DODIX drawdown of -16.38%. 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 0.88%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.68%. 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.