DODBX vs. TIBIX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
DODBX vs. TIBIX - Performance Comparison
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DODBX vs. TIBIX - 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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 9.82% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly lower than TIBIX's 9.82% return. Over the past 10 years, DODBX has underperformed TIBIX with an annualized return of 9.45%, while TIBIX has yielded a comparatively higher 12.18% 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%
TIBIX
- 1D
- 1.69%
- 1M
- -2.43%
- YTD
- 9.82%
- 6M
- 16.92%
- 1Y
- 38.14%
- 3Y*
- 24.21%
- 5Y*
- 15.48%
- 10Y*
- 12.18%
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DODBX vs. TIBIX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is lower than TIBIX's 0.93% expense ratio.
Return for Risk
DODBX vs. TIBIX — Risk / Return Rank
DODBX
TIBIX
DODBX vs. TIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 3.57 | -2.66 |
Sortino ratioReturn per unit of downside risk | 1.28 | 4.54 | -3.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.79 | -0.60 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 4.43 | -3.32 |
Martin ratioReturn relative to average drawdown | 4.57 | 21.79 | -17.22 |
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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 3.57 | -2.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 1.40 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.91 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.75 | -0.02 |
Correlation
The correlation between DODBX and TIBIX is 0.81, 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. TIBIX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, more than TIBIX's 5.40% 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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.40% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
DODBX vs. TIBIX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, roughly equal to the maximum TIBIX drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for DODBX and TIBIX.
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Drawdown Indicators
| DODBX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -48.88% | -1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -8.58% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -20.79% | +3.05% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -34.85% | +3.56% |
Current DrawdownCurrent decline from peak | -4.13% | -3.47% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -6.00% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.75% | +0.13% |
Volatility
DODBX vs. TIBIX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while Thornburg Investment Income Builder Fund Class I (TIBIX) has a volatility of 3.68%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 3.68% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 6.57% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 10.83% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 11.11% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 13.48% | -0.22% |