DODBX vs. BWBIX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Baron WealthBuilder Fund (BWBIX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
DODBX vs. BWBIX - Performance Comparison
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DODBX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | -0.36% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -5.27% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly higher than BWBIX's -7.42% return.
DODBX
- 1D
- 1.37%
- 1M
- -3.79%
- YTD
- -0.36%
- 6M
- 1.20%
- 1Y
- 8.67%
- 3Y*
- 11.26%
- 5Y*
- 7.08%
- 10Y*
- 9.45%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
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DODBX vs. BWBIX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
DODBX vs. BWBIX — Risk / Return Rank
DODBX
BWBIX
DODBX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Baron WealthBuilder Fund (BWBIX). 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.
| DODBX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.54 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.95 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.86 | +0.25 |
Martin ratioReturn relative to average drawdown | 4.57 | 3.22 | +1.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODBX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.54 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.14 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.49 | +0.24 |
Correlation
The correlation between DODBX and BWBIX is 0.73, 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
DODBX vs. BWBIX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 7.25% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODBX vs. BWBIX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than BWBIX's maximum drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for DODBX and BWBIX.
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Drawdown Indicators
| DODBX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -39.14% | -11.06% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -12.76% | +5.05% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -39.14% | +21.40% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | — | — |
Current DrawdownCurrent decline from peak | -4.13% | -9.26% | +5.13% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -11.88% | +7.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 3.41% | -1.53% |
Volatility
DODBX vs. BWBIX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 5.39%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 5.39% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 11.38% | -5.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 19.94% | -10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 21.19% | -10.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 23.31% | -10.05% |