DGIFX vs. DODGX
Compare and contrast key facts about Disciplined Growth Investors Fund (DGIFX) and Dodge & Cox Stock Fund Class I (DODGX).
DGIFX is managed by DGI. It was launched on Aug 11, 2011. 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: DGIFX or DODGX.
Correlation
The correlation between DGIFX and DODGX is 0.80, 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
DGIFX vs. DODGX - Performance Comparison
Key characteristics
DGIFX:
-0.50
DODGX:
1.04
DGIFX:
-0.48
DODGX:
1.35
DGIFX:
0.91
DODGX:
1.22
DGIFX:
-0.45
DODGX:
1.17
DGIFX:
-0.73
DODGX:
3.75
DGIFX:
14.82%
DODGX:
3.55%
DGIFX:
21.47%
DODGX:
12.88%
DGIFX:
-33.74%
DODGX:
-67.34%
DGIFX:
-16.29%
DODGX:
-3.88%
Returns By Period
In the year-to-date period, DGIFX achieves a 2.79% return, which is significantly lower than DODGX's 7.33% return. Over the past 10 years, DGIFX has underperformed DODGX with an annualized return of 4.87%, while DODGX has yielded a comparatively higher 5.91% annualized return.
DGIFX
2.79%
-1.81%
4.29%
-10.01%
3.97%
4.87%
DODGX
7.33%
2.21%
4.06%
12.86%
8.79%
5.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DGIFX vs. DODGX - Expense Ratio Comparison
DGIFX has a 0.78% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
DGIFX vs. DODGX — Risk-Adjusted Performance Rank
DGIFX
DODGX
DGIFX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Disciplined Growth Investors Fund (DGIFX) 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
DGIFX vs. DODGX - Dividend Comparison
DGIFX's dividend yield for the trailing twelve months is around 1.06%, less than DODGX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 1.06% | 1.09% | 0.77% | 0.77% | 0.26% | 0.59% | 0.76% | 0.87% | 0.51% | 0.62% | 0.62% | 0.43% |
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
DGIFX vs. DODGX - Drawdown Comparison
The maximum DGIFX drawdown since its inception was -33.74%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for DGIFX and DODGX. For additional features, visit the drawdowns tool.
Volatility
DGIFX vs. DODGX - Volatility Comparison
Disciplined Growth Investors Fund (DGIFX) has a higher volatility of 4.02% compared to Dodge & Cox Stock Fund Class I (DODGX) at 2.31%. This indicates that DGIFX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.