DODBX vs. TSAIX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
DODBX vs. TSAIX - Performance Comparison
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DODBX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | -1.71% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 11.51% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, DODBX achieves a -1.71% return, which is significantly higher than TSAIX's -5.91% return. Over the past 10 years, DODBX has underperformed TSAIX with an annualized return of 9.30%, while TSAIX has yielded a comparatively higher 10.54% annualized return.
DODBX
- 1D
- 0.31%
- 1M
- -5.43%
- YTD
- -1.71%
- 6M
- 0.13%
- 1Y
- 7.31%
- 3Y*
- 10.76%
- 5Y*
- 6.96%
- 10Y*
- 9.30%
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
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DODBX vs. TSAIX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
DODBX vs. TSAIX — Risk / Return Rank
DODBX
TSAIX
DODBX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). 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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.92 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.37 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.08 | -0.18 |
Martin ratioReturn relative to average drawdown | 3.71 | 4.80 | -1.09 |
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 | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.92 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.46 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.60 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.65 | +0.07 |
Correlation
The correlation between DODBX and TSAIX is 0.88, 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. TSAIX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.35%, less than TSAIX's 7.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 7.35% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
DODBX vs. TSAIX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for DODBX and TSAIX.
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Drawdown Indicators
| DODBX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -34.58% | -15.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -11.72% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -28.28% | +10.54% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -34.58% | +3.29% |
Current DrawdownCurrent decline from peak | -5.43% | -10.28% | +4.85% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -4.96% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 2.77% | -0.91% |
Volatility
DODBX vs. TSAIX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 2.56%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 5.29% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 5.40% | 9.81% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 17.09% | -7.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 16.15% | -5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 17.59% | -4.33% |