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.
|5Y Return (Ann)||1.36%||1.76%|
|10Y Return (Ann)||1.48%||2.29%|
|Daily Std Dev||5.53%||6.97%|
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.
|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%|
|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|
|Baird Intermediate Bond Fund Class Institutional||-0.28|
|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.