DODBX vs. CONWX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Concorde Wealth Management Fund (CONWX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
DODBX vs. CONWX - Performance Comparison
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DODBX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | -1.71% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 11.51% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, DODBX achieves a -1.71% return, which is significantly lower than CONWX's 8.18% return. Over the past 10 years, DODBX has outperformed CONWX with an annualized return of 9.30%, while CONWX has yielded a comparatively lower 8.62% annualized return.
DODBX
- 1D
- 0.31%
- 1M
- -5.43%
- YTD
- -1.71%
- 6M
- 0.13%
- 1Y
- 7.31%
- 3Y*
- 10.76%
- 5Y*
- 6.96%
- 10Y*
- 9.30%
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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DODBX vs. CONWX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
DODBX vs. CONWX — Risk / Return Rank
DODBX
CONWX
DODBX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Concorde Wealth Management Fund (CONWX). 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 | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.70 | -0.97 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.36 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.99 | -1.10 |
Martin ratioReturn relative to average drawdown | 3.71 | 11.30 | -7.59 |
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 | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.70 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.74 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.78 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.78 | -0.06 |
Correlation
The correlation between DODBX and CONWX is 0.82, 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. CONWX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.35%, more than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 7.35% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Drawdowns
DODBX vs. CONWX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than CONWX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for DODBX and CONWX.
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Drawdown Indicators
| DODBX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -26.09% | -24.11% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -8.60% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -12.49% | -5.25% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -26.09% | -5.20% |
Current DrawdownCurrent decline from peak | -5.43% | -2.03% | -3.40% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -2.78% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.52% | +0.34% |
Volatility
DODBX vs. CONWX - Volatility Comparison
Dodge & Cox Balanced Fund (DODBX) has a higher volatility of 2.56% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that DODBX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 2.12% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 5.40% | 5.43% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 10.70% | -0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 10.26% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 11.15% | +2.11% |