DFLVX vs. DODGX
Compare and contrast key facts about DFA U.S. Large Cap Value Portfolio (DFLVX) and Dodge & Cox Stock Fund Class I (DODGX).
DFLVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 19, 1993. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFLVX or DODGX.
Correlation
The correlation between DFLVX and DODGX is 0.94, 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.
Performance
DFLVX vs. DODGX - Performance Comparison
Key characteristics
DFLVX:
1.11
DODGX:
0.83
DFLVX:
1.65
DODGX:
1.09
DFLVX:
1.20
DODGX:
1.18
DFLVX:
1.46
DODGX:
0.91
DFLVX:
5.40
DODGX:
5.07
DFLVX:
2.48%
DODGX:
2.09%
DFLVX:
12.08%
DODGX:
12.77%
DFLVX:
-65.65%
DODGX:
-63.25%
DFLVX:
-7.68%
DODGX:
-10.13%
Returns By Period
In the year-to-date period, DFLVX achieves a 12.57% return, which is significantly higher than DODGX's 9.73% return. Over the past 10 years, DFLVX has underperformed DODGX with an annualized return of 8.50%, while DODGX has yielded a comparatively higher 10.09% annualized return.
DFLVX
12.57%
-7.09%
3.70%
13.06%
8.58%
8.50%
DODGX
9.73%
-9.25%
0.53%
10.20%
11.09%
10.09%
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DFLVX vs. DODGX - Expense Ratio Comparison
DFLVX has a 0.22% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
DFLVX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Cap Value Portfolio (DFLVX) and Dodge & Cox Stock Fund Class I (DODGX). 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
DFLVX vs. DODGX - Dividend Comparison
DFLVX's dividend yield for the trailing twelve months is around 1.45%, more than DODGX's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFLVX DFA U.S. Large Cap Value Portfolio | 1.45% | 1.99% | 2.05% | 1.54% | 1.97% | 1.93% | 2.22% | 1.80% | 1.90% | 2.14% | 1.72% | 1.44% |
DODGX Dodge & Cox Stock Fund Class I | 1.19% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
DFLVX vs. DODGX - Drawdown Comparison
The maximum DFLVX drawdown since its inception was -65.65%, roughly equal to the maximum DODGX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for DFLVX and DODGX. For additional features, visit the drawdowns tool.
Volatility
DFLVX vs. DODGX - Volatility Comparison
The current volatility for DFA U.S. Large Cap Value Portfolio (DFLVX) is 3.56%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 7.68%. This indicates that DFLVX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.