CGCV vs. DOXFX

Last updated Apr 1, 2026

Compare and contrast key facts about Capital Group Conservative Equity ETF (CGCV) and Dodge & Cox International Stock X (DOXFX).

CGCV is an actively managed fund by Capital Group. It was launched on Jun 25, 2024. DOXFX is managed by Dodge & Cox. It was launched on Jan 5, 2001.

Performance

CGCV vs. DOXFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Conservative Equity ETF (CGCV) and Dodge & Cox International Stock X (DOXFX). The values are adjusted to include any dividend payments, if applicable.

CGCV vs. DOXFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CGCV Capital Group Conservative Equity ETF	-1.79%	16.62%	7.44%
DOXFX Dodge & Cox International Stock X	-1.76%	38.90%	0.44%

Returns By Period

The year-to-date returns for both investments are quite close, with CGCV having a -1.79% return and DOXFX slightly higher at -1.76%.

CGCV

• 1D: 1.96%
• 1M: -6.13%
• YTD: -1.79%
• 6M: -0.10%
• 1Y: 11.69%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DOXFX

• 1D: -0.12%
• 1M: -10.86%
• YTD: -1.76%
• 6M: 3.40%
• 1Y: 24.39%
• 3Y*: 15.94%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CGCV vs. DOXFX - Expense Ratio Comparison

CGCV has a 0.33% expense ratio, which is lower than DOXFX's 0.52% expense ratio.

DOXFX

Dodge & Cox International Stock X

CGCV

Capital Group Conservative Equity ETF

Return for Risk

CGCV vs. DOXFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CGCV

CGCV Risk / Return Rank: 50
CGCV Sharpe Ratio Rank: 47
CGCV Sortino Ratio Rank: 47
CGCV Omega Ratio Rank: 50
CGCV Calmar Ratio Rank: 51
CGCV Martin Ratio Rank: 56

DOXFX

DOXFX Risk / Return Rank: 80
DOXFX Sharpe Ratio Rank: 84
DOXFX Sortino Ratio Rank: 81
DOXFX Omega Ratio Rank: 81
DOXFX Calmar Ratio Rank: 79
DOXFX Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CGCV vs. DOXFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Conservative Equity ETF (CGCV) and Dodge & Cox International Stock X (DOXFX). 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.

	CGCV	DOXFX	Difference
Sharpe ratio Return per unit of total volatility	0.82	1.57	-0.75
Sortino ratio Return per unit of downside risk	1.22	2.03	-0.81
Omega ratio Gain probability vs. loss probability	1.18	1.31	-0.13
Calmar ratio Return relative to maximum drawdown	1.22	1.87	-0.65
Martin ratio Return relative to average drawdown	5.22	7.32	-2.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CGCV vs. DOXFX - Sharpe Ratio Comparison

The current CGCV Sharpe Ratio is 0.82, which is lower than the DOXFX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of CGCV and DOXFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CGCV	DOXFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.82	1.57	-0.75
Sharpe Ratio (All Time) Calculated using the full available price history	0.98	1.20	-0.22

Correlation

The correlation between CGCV and DOXFX is 0.65, 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.

Dividends

CGCV vs. DOXFX - Dividend Comparison

CGCV's dividend yield for the trailing twelve months is around 1.57%, less than DOXFX's 5.24% yield.

	TTM	2025	2024	2023	2022
CGCV Capital Group Conservative Equity ETF	1.57%	1.44%	0.68%	0.00%	0.00%
DOXFX Dodge & Cox International Stock X	5.24%	5.15%	2.36%	2.38%	2.30%

Drawdowns

CGCV vs. DOXFX - Drawdown Comparison

The maximum CGCV drawdown since its inception was -13.13%, smaller than the maximum DOXFX drawdown of -14.41%. Use the drawdown chart below to compare losses from any high point for CGCV and DOXFX.

Drawdown Indicators

	CGCV	DOXFX	Difference
Max Drawdown Largest peak-to-trough decline	-13.13%	-14.41%	+1.28%
Max Drawdown (1Y) Largest decline over 1 year	-10.34%	-11.42%	+1.08%
Current Drawdown Current decline from peak	-6.13%	-10.86%	+4.73%
Average Drawdown Average peak-to-trough decline	-1.68%	-2.75%	+1.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.41%	3.00%	-0.59%

Volatility

CGCV vs. DOXFX - Volatility Comparison

The current volatility for Capital Group Conservative Equity ETF (CGCV) is 4.19%, while Dodge & Cox International Stock X (DOXFX) has a volatility of 6.48%. This indicates that CGCV experiences smaller price fluctuations and is considered to be less risky than DOXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CGCV	DOXFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.19%	6.48%	-2.29%
Volatility (6M) Calculated over the trailing 6-month period	7.67%	9.68%	-2.01%
Volatility (1Y) Calculated over the trailing 1-year period	14.31%	14.95%	-0.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.89%	13.75%	-0.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.89%	13.75%	-0.86%