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 -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BIMIX vs. DODIX - Performance Comparison
Key characteristics
BIMIX:
1.92
DODIX:
1.06
BIMIX:
2.90
DODIX:
1.56
BIMIX:
1.36
DODIX:
1.18
BIMIX:
1.19
DODIX:
0.64
BIMIX:
6.35
DODIX:
2.62
BIMIX:
1.00%
DODIX:
2.26%
BIMIX:
3.32%
DODIX:
5.64%
BIMIX:
-12.76%
DODIX:
-18.50%
BIMIX:
-0.76%
DODIX:
-3.61%
Returns By Period
In the year-to-date period, BIMIX achieves a 2.46% return, which is significantly higher than DODIX's 2.18% return. Both investments have delivered pretty close results over the past 10 years, with BIMIX having a 2.12% annualized return and DODIX not far behind at 2.11%.
BIMIX
2.46%
0.22%
2.43%
6.32%
0.97%
2.12%
DODIX
2.18%
0.40%
1.12%
5.92%
0.63%
2.11%
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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 3.97%, less than DODIX's 4.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.97% | 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 | 4.23% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
BIMIX vs. DODIX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -12.76%, 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 1.20%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.84%. 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.