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 0.93, 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:
1.45
DODGX:
1.11
DFLVX:
2.13
DODGX:
1.44
DFLVX:
1.26
DODGX:
1.23
DFLVX:
1.99
DODGX:
1.26
DFLVX:
5.71
DODGX:
4.07
DFLVX:
3.07%
DODGX:
3.54%
DFLVX:
12.05%
DODGX:
12.91%
DFLVX:
-67.18%
DODGX:
-67.34%
DFLVX:
-2.24%
DODGX:
-3.83%
Returns By Period
In the year-to-date period, DFLVX achieves a 5.72% return, which is significantly lower than DODGX's 7.39% return. Over the past 10 years, DFLVX has outperformed DODGX with an annualized return of 6.25%, while DODGX has yielded a comparatively lower 5.90% annualized return.
DFLVX
5.72%
1.64%
7.05%
16.20%
8.48%
6.25%
DODGX
7.39%
3.56%
4.09%
13.38%
8.59%
5.90%
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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 Rank
DFLVX
DODGX
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 1.77%, more than DODGX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFLVX DFA U.S. Large Cap Value Portfolio | 1.77% | 1.87% | 1.99% | 2.05% | 1.54% | 1.97% | 1.93% | 2.22% | 1.80% | 1.90% | 2.14% | 1.72% |
DODGX Dodge & Cox Stock Fund Class I | 1.39% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
DFLVX vs. DODGX - Drawdown Comparison
The maximum DFLVX drawdown since its inception was -67.18%, roughly equal to the maximum DODGX drawdown of -67.34%. 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
DFA U.S. Large Cap Value Portfolio (DFLVX) and Dodge & Cox Stock Fund Class I (DODGX) have volatilities of 2.67% and 2.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.