DODBX vs. DODFX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Dodge & Cox International Stock Fund (DODFX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. DODFX is managed by Dodge & Cox.
Performance
DODBX vs. DODFX - Performance Comparison
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DODBX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | -0.36% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 11.51% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly lower than DODFX's 0.73% return. Over the past 10 years, DODBX has underperformed DODFX with an annualized return of 9.45%, while DODFX has yielded a comparatively higher 10.09% annualized 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%
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
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DODBX vs. DODFX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is lower than DODFX's 0.62% expense ratio.
Return for Risk
DODBX vs. DODFX — Risk / Return Rank
DODBX
DODFX
DODBX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Dodge & Cox International Stock Fund (DODFX). 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 | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.82 | -0.92 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.34 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.36 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.31 | -1.20 |
Martin ratioReturn relative to average drawdown | 4.57 | 8.74 | -4.17 |
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 | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.82 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.64 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.55 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.39 | +0.34 |
Correlation
The correlation between DODBX and DODFX 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
DODBX vs. DODFX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, more than DODFX's 5.02% 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% |
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
DODBX vs. DODFX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for DODBX and DODFX.
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Drawdown Indicators
| DODBX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -63.23% | +13.03% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -11.42% | +3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -24.52% | +6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -44.61% | +13.32% |
Current DrawdownCurrent decline from peak | -4.13% | -8.60% | +4.47% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -11.72% | +7.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 3.02% | -1.14% |
Volatility
DODBX vs. DODFX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 7.14% | -4.11% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 10.03% | -4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 15.17% | -5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 15.81% | -4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 18.25% | -4.99% |