BIMIX vs. DODIX
BIMIX (Baird Intermediate Bond Fund Class Institutional) and DODIX (Dodge & Cox Income Fund) are both mutual funds - BIMIX is a Intermediate Core Bond fund managed by Baird, while DODIX is a Intermediate Core-Plus Bond fund actively managed by Dodge & Cox. Over the past 10 years, BIMIX returned 1.98%/yr vs 2.63%/yr for DODIX. Their correlation of 0.85 means they have usually moved in the same direction. BIMIX charges 0.30%/yr vs 0.41%/yr for DODIX.
Performance
BIMIX vs. DODIX - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with BIMIX at -0.46% and DODIX at -0.46%. Over the past 10 years, BIMIX has underperformed DODIX with an annualized return of 1.98%, while DODIX has yielded a comparatively higher 2.63% annualized return.
BIMIX
- 1D
- 0.10%
- 1M
- -0.31%
- 6M
- -0.57%
- YTD
- -0.46%
- 1Y
- 1.64%
- 3Y*
- 4.43%
- 5Y*
- 0.92%
- 10Y*
- 1.98%
- ALL TIME*
- 3.90%
DODIX
- 1D
- 0.00%
- 1M
- -1.18%
- 6M
- -0.77%
- YTD
- -0.46%
- 1Y
- 2.62%
- 3Y*
- 4.70%
- 5Y*
- 0.78%
- 10Y*
- 2.63%
- ALL TIME*
- 5.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BIMIX vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.46% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
DODIX Dodge & Cox Income Fund | -0.46% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Correlation
The correlation between BIMIX and DODIX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2000 | 0.85 |
The correlation between BIMIX and DODIX has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.
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Return for Risk
BIMIX vs. DODIX — Risk / Return Rank
BIMIX
DODIX
BIMIX vs. DODIX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BIMIX | DODIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.11 | +0.05 |
| Martin ratioReturn relative to average drawdown | 2.59 | 2.77 | -0.17 |
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Drawdowns
BIMIX vs. DODIX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -12.76%, smaller than the maximum DODIX drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for BIMIX and DODIX.
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Drawdown Indicators
| BIMIX | DODIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -16.89% | +4.13% |
Max Drawdown (1Y)Largest decline over 1 year | -2.08% | -3.17% | +1.09% |
Max Drawdown (3Y)Largest decline over 3 years | -2.36% | -5.29% | +2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -12.68% | -16.89% | +4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -12.76% | -16.89% | +4.13% |
Current DrawdownCurrent decline from peak | -1.72% | -2.58% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -1.48% | -1.50% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 1.27% | -0.34% |
Volatility
BIMIX vs. DODIX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 0.68%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.10%. 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.
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Volatility by Period
| BIMIX | DODIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 1.10% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 1.94% | 3.20% | -1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.49% | 4.08% | -1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.90% | 5.59% | -1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.26% | 4.47% | -1.21% |
BIMIX vs. DODIX - Expense Ratio Comparison
BIMIX has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Dividends
BIMIX vs. DODIX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.41%, less than DODIX's 4.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.41% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
DODIX Dodge & Cox Income Fund | 4.35% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
Frequently Asked Questions
With a correlation of 0.90, BIMIX and DODIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DODIX has higher volatility (1.10%) compared to BIMIX (0.68%). In terms of maximum drawdown, BIMIX dropped -12.76% vs DODIX's -16.89%.
BIMIX currently has the higher Sharpe Ratio (0.98 vs 0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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