CDDRX vs. DODFX
Compare and contrast key facts about Columbia Dividend Income Fund Class R5 (CDDRX) and Dodge & Cox International Stock Fund (DODFX).
CDDRX is an actively managed fund by Columbia. It was launched on May 31, 2013. DODFX is managed by Dodge & Cox.
Performance
CDDRX vs. DODFX - Performance Comparison
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CDDRX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDDRX Columbia Dividend Income Fund Class R5 | 3.41% | 15.93% | 15.07% | 10.61% | -4.89% | 26.32% | 7.87% | 28.62% | -4.32% | 20.28% |
DODFX Dodge & Cox International Stock Fund | 2.00% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, CDDRX achieves a 3.41% return, which is significantly higher than DODFX's 2.00% return. Over the past 10 years, CDDRX has outperformed DODFX with an annualized return of 12.27%, while DODFX has yielded a comparatively lower 10.23% annualized return.
CDDRX
- 1D
- 0.13%
- 1M
- -2.86%
- YTD
- 3.41%
- 6M
- 6.45%
- 1Y
- 16.59%
- 3Y*
- 15.18%
- 5Y*
- 10.77%
- 10Y*
- 12.27%
DODFX
- 1D
- 1.27%
- 1M
- -2.16%
- YTD
- 2.00%
- 6M
- 6.79%
- 1Y
- 28.45%
- 3Y*
- 17.31%
- 5Y*
- 10.42%
- 10Y*
- 10.23%
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CDDRX vs. DODFX - Expense Ratio Comparison
CDDRX has a 1.15% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
CDDRX vs. DODFX — Risk / Return Rank
CDDRX
DODFX
CDDRX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class R5 (CDDRX) and Dodge & Cox International Stock Fund (DODFX). 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.
| CDDRX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.89 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.42 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.38 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 2.54 | -0.89 |
Martin ratioReturn relative to average drawdown | 7.61 | 9.52 | -1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CDDRX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.89 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.66 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.56 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.39 | +0.46 |
Correlation
The correlation between CDDRX and DODFX is 0.72, 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.
Dividends
CDDRX vs. DODFX - Dividend Comparison
CDDRX's dividend yield for the trailing twelve months is around 5.16%, more than DODFX's 4.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDRX Columbia Dividend Income Fund Class R5 | 5.16% | 5.29% | 5.96% | 4.92% | 3.86% | 2.89% | 1.78% | 3.20% | 7.61% | 4.01% | 3.81% | 8.31% |
DODFX Dodge & Cox International Stock Fund | 4.96% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
CDDRX vs. DODFX - Drawdown Comparison
The maximum CDDRX drawdown since its inception was -32.80%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for CDDRX and DODFX.
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Drawdown Indicators
| CDDRX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -63.23% | +30.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.06% | -11.14% | +4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -16.94% | -24.52% | +7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -32.80% | -44.61% | +11.81% |
Current DrawdownCurrent decline from peak | -3.82% | -7.44% | +3.62% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -11.72% | +8.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 3.05% | -0.84% |
Volatility
CDDRX vs. DODFX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class R5 (CDDRX) is 3.38%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 6.23%. This indicates that CDDRX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDDRX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 6.23% | -2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 6.98% | 10.08% | -3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 15.18% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 15.82% | -2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 18.25% | -2.56% |