DLTLX vs. DODIX
Compare and contrast key facts about Delaware Investments Ultrashort Fund (DLTLX) and Dodge & Cox Income Fund (DODIX).
DLTLX is managed by Delaware Funds. It was launched on Jun 30, 1978. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLTLX or DODIX.
Key characteristics
| DLTLX | DODIX |
|---|
Correlation
The correlation between DLTLX and DODIX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DLTLX vs. DODIX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DLTLX vs. DODIX - Expense Ratio Comparison
DLTLX has a 0.40% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
DLTLX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Investments Ultrashort Fund (DLTLX) and Dodge & Cox Income Fund (DODIX). 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
DLTLX vs. DODIX - Dividend Comparison
DLTLX has not paid dividends to shareholders, while DODIX's dividend yield for the trailing twelve months is around 4.11%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLTLX Delaware Investments Ultrashort Fund | 0.73% | 2.03% | 1.46% | 0.49% | 1.16% | 2.52% | 2.16% | 1.46% | 0.73% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.11% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% | 3.07% |
Drawdowns
DLTLX vs. DODIX - Drawdown Comparison
Volatility
DLTLX vs. DODIX - Volatility Comparison
The current volatility for Delaware Investments Ultrashort Fund (DLTLX) is 0.00%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.02%. This indicates that DLTLX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.