Correlation
The correlation between DGIFX and DODGX is 0.86, 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.
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.
Performance
DGIFX vs. DODGX - Performance Comparison
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Key characteristics
DGIFX:
-0.22
DODGX:
0.68
DGIFX:
-0.25
DODGX:
1.00
DGIFX:
0.97
DODGX:
1.15
DGIFX:
-0.25
DODGX:
0.73
DGIFX:
-0.69
DODGX:
2.82
DGIFX:
7.19%
DODGX:
3.88%
DGIFX:
18.79%
DODGX:
16.86%
DGIFX:
-29.29%
DODGX:
-63.24%
DGIFX:
-9.43%
DODGX:
-3.53%
Returns By Period
In the year-to-date period, DGIFX achieves a -4.96% return, which is significantly lower than DODGX's 3.75% return. Over the past 10 years, DGIFX has underperformed DODGX with an annualized return of 9.18%, while DODGX has yielded a comparatively higher 10.80% annualized return.
DGIFX
-4.96%
4.64%
-7.95%
-4.14%
12.95%
12.07%
9.18%
DODGX
3.75%
3.56%
-2.82%
9.48%
9.85%
16.92%
10.80%
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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.
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Dividends
DGIFX vs. DODGX - Dividend Comparison
DGIFX's dividend yield for the trailing twelve months is around 22.13%, more than DODGX's 7.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 22.13% | 20.95% | 2.78% | 2.35% | 11.12% | 10.09% | 3.53% | 3.74% | 4.29% | 0.91% | 2.79% | 1.09% |
DODGX Dodge & Cox Stock Fund Class I | 7.27% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.67% | 9.69% | 6.78% | 6.56% | 6.17% | 2.96% |
Drawdowns
DGIFX vs. DODGX - Drawdown Comparison
The maximum DGIFX drawdown since its inception was -29.29%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for DGIFX and DODGX.
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Volatility
DGIFX vs. DODGX - Volatility Comparison
Disciplined Growth Investors Fund (DGIFX) has a higher volatility of 5.24% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.26%. 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.
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