DODBX vs. VDIGX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Vanguard Dividend Growth Fund (VDIGX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Performance
DODBX vs. VDIGX - Performance Comparison
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DODBX vs. VDIGX - 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% |
VDIGX Vanguard Dividend Growth Fund | -5.09% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly higher than VDIGX's -5.09% return. Over the past 10 years, DODBX has underperformed VDIGX with an annualized return of 9.45%, while VDIGX has yielded a comparatively higher 11.54% 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%
VDIGX
- 1D
- 2.04%
- 1M
- -6.43%
- YTD
- -5.09%
- 6M
- -2.58%
- 1Y
- 2.63%
- 3Y*
- 11.22%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
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DODBX vs. VDIGX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Return for Risk
DODBX vs. VDIGX — Risk / Return Rank
DODBX
VDIGX
DODBX vs. VDIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Vanguard Dividend Growth Fund (VDIGX). 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 | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.19 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.39 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.40 | +0.71 |
Martin ratioReturn relative to average drawdown | 4.57 | 1.57 | +2.99 |
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 | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.19 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.68 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.60 | +0.13 |
Correlation
The correlation between DODBX and VDIGX 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.
Dividends
DODBX vs. VDIGX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, less than VDIGX's 25.87% 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% |
VDIGX Vanguard Dividend Growth Fund | 25.87% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
DODBX vs. VDIGX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for DODBX and VDIGX.
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Drawdown Indicators
| DODBX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -45.23% | -4.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -9.57% | +1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -16.18% | -1.56% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -32.98% | +1.69% |
Current DrawdownCurrent decline from peak | -4.13% | -7.10% | +2.97% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -6.67% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 2.45% | -0.57% |
Volatility
DODBX vs. VDIGX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 4.19%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 4.19% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 7.66% | -2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 14.50% | -4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 13.85% | -3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 15.69% | -2.43% |