BSIIX vs. DODIX
Compare and contrast key facts about BlackRock Strategic Income Opportunities Fund Class I (BSIIX) and Dodge & Cox Income Fund (DODIX).
BSIIX is managed by Blackrock. It was launched on Feb 5, 2008. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSIIX or DODIX.
Key characteristics
| BSIIX | DODIX | |
|---|---|---|
| YTD Return | 4.70% | 2.63% |
| 1Y Return | 9.78% | 9.59% |
| 3Y Return (Ann) | 1.26% | -0.51% |
| 5Y Return (Ann) | 2.62% | 1.45% |
| 10Y Return (Ann) | 2.49% | 2.60% |
| Sharpe Ratio | 2.84 | 1.58 |
| Sortino Ratio | 4.47 | 2.34 |
| Omega Ratio | 1.57 | 1.28 |
| Calmar Ratio | 1.84 | 0.85 |
| Martin Ratio | 14.60 | 6.24 |
| Ulcer Index | 0.67% | 1.54% |
| Daily Std Dev | 3.43% | 6.07% |
| Max Drawdown | -18.76% | -16.38% |
| Current Drawdown | -1.37% | -3.66% |
Correlation
The correlation between BSIIX and DODIX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BSIIX vs. DODIX - Performance Comparison
In the year-to-date period, BSIIX achieves a 4.70% return, which is significantly higher than DODIX's 2.63% return. Both investments have delivered pretty close results over the past 10 years, with BSIIX having a 2.49% annualized return and DODIX not far ahead at 2.60%. 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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BSIIX vs. DODIX - Expense Ratio Comparison
BSIIX has a 0.69% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
BSIIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) 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
BSIIX vs. DODIX - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.65%, more than DODIX's 4.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.65% | 4.43% | 3.22% | 2.29% | 2.69% | 3.39% | 3.31% | 3.47% | 2.92% | 2.24% | 2.44% | 2.63% |
DODIX Dodge & Cox Income Fund | 4.17% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
Drawdowns
BSIIX vs. DODIX - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.76%, which is greater than DODIX's maximum drawdown of -16.38%. Use the drawdown chart below to compare losses from any high point for BSIIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
BSIIX vs. DODIX - Volatility Comparison
The current volatility for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) is 0.86%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.85%. This indicates that BSIIX 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.