DODBX vs. DODLX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Dodge & Cox Global Bond Fund (DODLX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014.
Performance
DODBX vs. DODLX - Performance Comparison
Loading graphics...
DODBX vs. DODLX - 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% |
DODLX Dodge & Cox Global Bond Fund | -0.21% | 11.51% | 0.55% | 12.30% | -8.21% | -0.85% | 11.87% | 12.23% | -1.45% | 8.31% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly lower than DODLX's -0.21% return. Over the past 10 years, DODBX has outperformed DODLX with an annualized return of 9.45%, while DODLX has yielded a comparatively lower 4.88% 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%
DODLX
- 1D
- 0.45%
- 1M
- -2.29%
- YTD
- -0.21%
- 6M
- 0.57%
- 1Y
- 6.83%
- 3Y*
- 6.69%
- 5Y*
- 3.17%
- 10Y*
- 4.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DODBX vs. DODLX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than DODLX's 0.45% expense ratio.
Return for Risk
DODBX vs. DODLX — Risk / Return Rank
DODBX
DODLX
DODBX vs. DODLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Dodge & Cox Global Bond Fund (DODLX). 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 | DODLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.63 | -0.72 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.31 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.30 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.02 | -0.91 |
Martin ratioReturn relative to average drawdown | 4.57 | 8.00 | -3.43 |
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
| DODBX | DODLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.63 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.62 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 1.03 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.78 | -0.05 |
Correlation
The correlation between DODBX and DODLX is 0.39, 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.
Dividends
DODBX vs. DODLX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, more than DODLX's 4.09% 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% |
DODLX Dodge & Cox Global Bond Fund | 4.09% | 4.07% | 4.73% | 3.31% | 5.05% | 3.86% | 2.66% | 3.40% | 5.19% | 2.45% | 1.69% | 0.00% |
Drawdowns
DODBX vs. DODLX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than DODLX's maximum drawdown of -16.30%. Use the drawdown chart below to compare losses from any high point for DODBX and DODLX.
Loading graphics...
Drawdown Indicators
| DODBX | DODLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -16.30% | -33.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -3.67% | -4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -16.30% | -1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -16.30% | -14.99% |
Current DrawdownCurrent decline from peak | -4.13% | -2.88% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -3.06% | -1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 0.93% | +0.95% |
Volatility
DODBX vs. DODLX - Volatility Comparison
Dodge & Cox Balanced Fund (DODBX) has a higher volatility of 3.03% compared to Dodge & Cox Global Bond Fund (DODLX) at 2.02%. This indicates that DODBX's price experiences larger fluctuations and is considered to be riskier than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DODBX | DODLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 2.02% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 2.79% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 4.46% | +5.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 5.17% | +5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 4.77% | +8.49% |