CIVIX vs. DODFX
Compare and contrast key facts about Causeway International Value Instl (CIVIX) and Dodge & Cox International Stock Fund (DODFX).
CIVIX is a passively managed fund by Causeway that tracks the performance of the MSCI AC World ex USA Value (Net). It was launched on Oct 26, 2001. DODFX is managed by Dodge & Cox.
Performance
CIVIX vs. DODFX - Performance Comparison
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CIVIX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIVIX Causeway International Value Instl | -7.02% | 39.13% | 3.73% | 27.29% | -6.77% | 9.12% | 5.41% | 20.11% | -18.62% | 27.20% |
DODFX Dodge & Cox International Stock Fund | -1.76% | 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, CIVIX achieves a -7.02% return, which is significantly lower than DODFX's -1.76% return. Over the past 10 years, CIVIX has underperformed DODFX with an annualized return of 9.29%, while DODFX has yielded a comparatively higher 9.82% annualized return.
CIVIX
- 1D
- 0.78%
- 1M
- -15.11%
- YTD
- -7.02%
- 6M
- 0.62%
- 1Y
- 17.46%
- 3Y*
- 14.39%
- 5Y*
- 10.21%
- 10Y*
- 9.29%
DODFX
- 1D
- -0.06%
- 1M
- -10.86%
- YTD
- -1.76%
- 6M
- 3.38%
- 1Y
- 24.29%
- 3Y*
- 15.85%
- 5Y*
- 9.77%
- 10Y*
- 9.82%
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CIVIX vs. DODFX - Expense Ratio Comparison
CIVIX has a 0.85% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
CIVIX vs. DODFX — Risk / Return Rank
CIVIX
DODFX
CIVIX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Instl (CIVIX) 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.
| CIVIX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.56 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.02 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.31 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.86 | -0.95 |
Martin ratioReturn relative to average drawdown | 3.49 | 7.28 | -3.79 |
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
| CIVIX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.56 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.62 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.54 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.39 | 0.00 |
Correlation
The correlation between CIVIX and DODFX is 0.91, 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
CIVIX vs. DODFX - Dividend Comparison
CIVIX's dividend yield for the trailing twelve months is around 10.45%, more than DODFX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVIX Causeway International Value Instl | 10.45% | 9.72% | 9.25% | 3.61% | 1.78% | 1.82% | 1.37% | 4.63% | 3.55% | 1.83% | 1.96% | 1.95% |
DODFX Dodge & Cox International Stock Fund | 5.15% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
CIVIX vs. DODFX - Drawdown Comparison
The maximum CIVIX drawdown since its inception was -60.93%, roughly equal to the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for CIVIX and DODFX.
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Drawdown Indicators
| CIVIX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.93% | -63.23% | +2.30% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -11.42% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -28.51% | -24.52% | -3.99% |
Max Drawdown (10Y)Largest decline over 10 years | -44.87% | -44.61% | -0.26% |
Current DrawdownCurrent decline from peak | -15.38% | -10.86% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -11.02% | -11.72% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 3.00% | +1.21% |
Volatility
CIVIX vs. DODFX - Volatility Comparison
Causeway International Value Instl (CIVIX) has a higher volatility of 8.07% compared to Dodge & Cox International Stock Fund (DODFX) at 6.58%. This indicates that CIVIX's price experiences larger fluctuations and is considered to be riskier 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
| CIVIX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 6.58% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 9.74% | +2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.74% | 15.00% | +3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.84% | 15.78% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.26% | 18.23% | +1.03% |