DODBX vs. DODWX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Dodge & Cox Global Stock Fund Class I (DODWX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. DODWX is a passively managed fund by Dodge & Cox that tracks the performance of the MSCI All Country World Index. It was launched on May 1, 2008.
Performance
DODBX vs. DODWX - Performance Comparison
Loading graphics...
DODBX vs. DODWX - 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% |
DODWX Dodge & Cox Global Stock Fund Class I | -1.01% | 25.23% | 4.74% | 20.26% | -5.83% | 20.57% | 6.01% | 23.87% | -12.76% | 21.51% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly higher than DODWX's -1.01% return. Over the past 10 years, DODBX has underperformed DODWX with an annualized return of 9.45%, while DODWX has yielded a comparatively higher 11.37% 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%
DODWX
- 1D
- 2.35%
- 1M
- -6.23%
- YTD
- -1.01%
- 6M
- 2.20%
- 1Y
- 16.57%
- 3Y*
- 14.12%
- 5Y*
- 9.50%
- 10Y*
- 11.37%
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. DODWX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is lower than DODWX's 0.62% expense ratio.
Return for Risk
DODBX vs. DODWX — Risk / Return Rank
DODBX
DODWX
DODBX vs. DODWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Dodge & Cox Global Stock Fund Class I (DODWX). 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 | DODWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.12 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.56 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.40 | -0.29 |
Martin ratioReturn relative to average drawdown | 4.57 | 5.97 | -1.41 |
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 | DODWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.12 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.52 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.58 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.33 | +0.40 |
Correlation
The correlation between DODBX and DODWX is 0.94, 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. DODWX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, less than DODWX's 8.50% 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% |
DODWX Dodge & Cox Global Stock Fund Class I | 8.50% | 8.41% | 14.35% | 1.62% | 7.73% | 10.76% | 1.31% | 7.41% | 9.78% | 4.37% | 2.86% | 3.95% |
Drawdowns
DODBX vs. DODWX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, smaller than the maximum DODWX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for DODBX and DODWX.
Loading graphics...
Drawdown Indicators
| DODBX | DODWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -63.00% | +12.80% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -11.75% | +4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -21.78% | +4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -41.17% | +9.88% |
Current DrawdownCurrent decline from peak | -4.13% | -6.85% | +2.72% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -9.93% | +5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 2.76% | -0.88% |
Volatility
DODBX vs. DODWX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while Dodge & Cox Global Stock Fund Class I (DODWX) has a volatility of 5.37%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than DODWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DODBX | DODWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 5.37% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 8.91% | -3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 15.08% | -5.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 18.24% | -7.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 19.63% | -6.37% |