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.
Performance
DGIFX vs. DODGX - Performance Comparison
Loading graphics...
DGIFX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 1.50% | 3.54% | 21.13% | 33.10% | -18.35% | 9.59% | 24.07% | 23.97% | -2.39% | 14.86% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, DGIFX achieves a 1.50% return, which is significantly higher than DODGX's -1.65% return. Over the past 10 years, DGIFX has underperformed DODGX with an annualized return of 11.09%, while DODGX has yielded a comparatively higher 12.55% annualized return.
DGIFX
- 1D
- 2.43%
- 1M
- -5.63%
- YTD
- 1.50%
- 6M
- -3.53%
- 1Y
- 12.64%
- 3Y*
- 15.77%
- 5Y*
- 7.15%
- 10Y*
- 11.09%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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.
Return for Risk
DGIFX vs. DODGX — Risk / Return Rank
DGIFX
DODGX
DGIFX vs. DODGX - Risk-Adjusted Trends 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.
| DGIFX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.49 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.09 | 0.78 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.60 | +0.42 |
Martin ratioReturn relative to average drawdown | 2.85 | 2.50 | +0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DGIFX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.49 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.59 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.65 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.62 | +0.03 |
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.
Dividends
DGIFX vs. DODGX - Dividend Comparison
DGIFX's dividend yield for the trailing twelve months is around 8.12%, less than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 8.12% | 8.29% | 20.95% | 2.78% | 2.21% | 11.12% | 10.09% | 3.53% | 3.74% | 4.29% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
DGIFX vs. DODGX - Drawdown Comparison
The maximum DGIFX drawdown since its inception was -30.93%, 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.
Loading graphics...
Drawdown Indicators
| DGIFX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.93% | -63.24% | +32.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -12.23% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.93% | -21.85% | -9.08% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -40.41% | +9.48% |
Current DrawdownCurrent decline from peak | -13.43% | -5.31% | -8.12% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -7.53% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 2.94% | +0.98% |
Volatility
DGIFX vs. DODGX - Volatility Comparison
Disciplined Growth Investors Fund (DGIFX) has a higher volatility of 6.13% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. 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.
Loading graphics...
Volatility by Period
| DGIFX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 4.23% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 8.72% | +3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.98% | 16.33% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.06% | 16.05% | +5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.60% | 19.25% | -0.65% |