DODBX vs. FPACX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and FPA Crescent Fund (FPACX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. FPACX is managed by FPA. It was launched on Jun 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODBX or FPACX.
Correlation
The correlation between DODBX and FPACX 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.
Performance
DODBX vs. FPACX - Performance Comparison
Key characteristics
DODBX:
0.26
FPACX:
0.60
DODBX:
0.39
FPACX:
0.90
DODBX:
1.07
FPACX:
1.13
DODBX:
0.25
FPACX:
0.62
DODBX:
0.84
FPACX:
2.85
DODBX:
3.45%
FPACX:
2.40%
DODBX:
11.14%
FPACX:
11.39%
DODBX:
-53.83%
FPACX:
-31.59%
DODBX:
-8.31%
FPACX:
-7.70%
Returns By Period
In the year-to-date period, DODBX achieves a -0.32% return, which is significantly higher than FPACX's -3.33% return. Over the past 10 years, DODBX has underperformed FPACX with an annualized return of 2.04%, while FPACX has yielded a comparatively higher 7.28% annualized return.
DODBX
-0.32%
-5.45%
-7.24%
2.11%
6.11%
2.04%
FPACX
-3.33%
-4.47%
-2.97%
7.05%
13.43%
7.28%
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DODBX vs. FPACX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is lower than FPACX's 1.00% expense ratio.
Risk-Adjusted Performance
DODBX vs. FPACX — Risk-Adjusted Performance Rank
DODBX
FPACX
DODBX vs. FPACX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and FPA Crescent Fund (FPACX). 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.
Dividends
DODBX vs. FPACX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 2.74%, less than FPACX's 9.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 2.74% | 2.73% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% |
FPACX FPA Crescent Fund | 9.63% | 9.31% | 3.72% | 0.77% | 11.62% | 4.80% | 4.65% | 8.87% | 3.70% | 4.98% | 6.34% | 4.18% |
Drawdowns
DODBX vs. FPACX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -53.83%, which is greater than FPACX's maximum drawdown of -31.59%. Use the drawdown chart below to compare losses from any high point for DODBX and FPACX. For additional features, visit the drawdowns tool.
Volatility
DODBX vs. FPACX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 6.77%, while FPA Crescent Fund (FPACX) has a volatility of 7.52%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than FPACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.