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.
Correlation
The correlation between BSIIX and DODIX is -0.07. 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
BSIIX vs. DODIX - Performance Comparison
Loading data...
Key characteristics
BSIIX:
2.26
DODIX:
0.90
BSIIX:
3.31
DODIX:
1.22
BSIIX:
1.44
DODIX:
1.14
BSIIX:
3.57
DODIX:
0.49
BSIIX:
9.33
DODIX:
2.00
BSIIX:
0.72%
DODIX:
2.29%
BSIIX:
3.10%
DODIX:
5.60%
BSIIX:
-18.77%
DODIX:
-18.50%
BSIIX:
0.00%
DODIX:
-3.84%
Returns By Period
In the year-to-date period, BSIIX achieves a 2.33% return, which is significantly higher than DODIX's 1.93% return. Over the past 10 years, BSIIX has outperformed DODIX with an annualized return of 3.08%, while DODIX has yielded a comparatively lower 2.06% annualized return.
BSIIX
2.33%
1.22%
2.82%
7.06%
4.41%
3.85%
3.08%
DODIX
1.93%
0.24%
1.36%
4.99%
3.02%
0.30%
2.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
BSIIX
DODIX
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.
Loading data...
Dividends
BSIIX vs. DODIX - Dividend Comparison
BSIIX's dividend yield for the trailing twelve months is around 4.78%, more than DODIX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSIIX BlackRock Strategic Income Opportunities Fund Class I | 4.78% | 4.73% | 4.44% | 4.16% | 3.16% | 2.92% | 3.55% | 3.32% | 3.45% | 2.91% | 3.19% | 4.39% |
DODIX Dodge & Cox Income Fund | 4.24% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
BSIIX vs. DODIX - Drawdown Comparison
The maximum BSIIX drawdown since its inception was -18.77%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for BSIIX and DODIX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
BSIIX vs. DODIX - Volatility Comparison
The current volatility for BlackRock Strategic Income Opportunities Fund Class I (BSIIX) is 0.76%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.49%. 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.
Loading data...