DODBX vs. SIFAX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. SIFAX is managed by BlackRock. It was launched on Apr 8, 2012.
Performance
DODBX vs. SIFAX - Performance Comparison
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DODBX vs. SIFAX - 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.96% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly lower than SIFAX's 8.96% return. Over the past 10 years, DODBX has outperformed SIFAX with an annualized return of 9.45%, while SIFAX has yielded a comparatively lower 3.91% 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%
SIFAX
- 1D
- -0.35%
- 1M
- 1.77%
- YTD
- 8.96%
- 6M
- 10.57%
- 1Y
- 10.85%
- 3Y*
- 7.16%
- 5Y*
- 6.83%
- 10Y*
- 3.91%
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DODBX vs. SIFAX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is lower than SIFAX's 0.90% expense ratio.
Return for Risk
DODBX vs. SIFAX — Risk / Return Rank
DODBX
SIFAX
DODBX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX). 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 | SIFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 2.03 | -1.13 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.86 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.40 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 3.49 | -2.37 |
Martin ratioReturn relative to average drawdown | 4.57 | 8.92 | -4.35 |
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 | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 2.03 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 1.25 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.76 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.36 | +0.37 |
Correlation
The correlation between DODBX and SIFAX is 0.35, 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. SIFAX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, more than SIFAX's 4.18% 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% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.18% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Drawdowns
DODBX vs. SIFAX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for DODBX and SIFAX.
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Drawdown Indicators
| DODBX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -23.62% | -26.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -3.07% | -4.64% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -8.32% | -9.42% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -14.69% | -16.60% |
Current DrawdownCurrent decline from peak | -4.13% | -0.35% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -8.65% | +3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.25% | +0.63% |
Volatility
DODBX vs. SIFAX - Volatility Comparison
Dodge & Cox Balanced Fund (DODBX) has a higher volatility of 3.03% compared to SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) at 2.04%. This indicates that DODBX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 2.04% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 3.93% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 5.30% | +4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 5.50% | +5.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 5.16% | +8.10% |