DODBX vs. VWELX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Vanguard Wellington Fund Investor Shares (VWELX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
DODBX vs. VWELX - Performance Comparison
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DODBX vs. VWELX - 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% |
VWELX Vanguard Wellington Fund Investor Shares | -3.35% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly higher than VWELX's -3.35% return. Both investments have delivered pretty close results over the past 10 years, with DODBX having a 9.45% annualized return and VWELX not far behind at 9.32%.
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%
VWELX
- 1D
- 2.02%
- 1M
- -3.95%
- YTD
- -3.35%
- 6M
- -0.44%
- 1Y
- 14.14%
- 3Y*
- 12.65%
- 5Y*
- 7.58%
- 10Y*
- 9.32%
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DODBX vs. VWELX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Return for Risk
DODBX vs. VWELX — Risk / Return Rank
DODBX
VWELX
DODBX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Vanguard Wellington Fund Investor Shares (VWELX). 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 | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.23 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.81 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.27 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.88 | -0.76 |
Martin ratioReturn relative to average drawdown | 4.57 | 8.47 | -3.90 |
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 | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.23 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.69 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.81 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.82 | -0.10 |
Correlation
The correlation between DODBX and VWELX is 0.84, 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. VWELX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, less than VWELX's 11.92% 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% |
VWELX Vanguard Wellington Fund Investor Shares | 11.92% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
DODBX vs. VWELX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for DODBX and VWELX.
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Drawdown Indicators
| DODBX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -36.12% | -14.08% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -8.03% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -20.88% | +3.14% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -25.33% | -5.96% |
Current DrawdownCurrent decline from peak | -4.13% | -4.90% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -3.93% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.78% | +0.10% |
Volatility
DODBX vs. VWELX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 4.07%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 4.07% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 6.66% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.79% | 11.88% | -2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.82% | 11.12% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 11.50% | +1.76% |