DODBX vs. VWENX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Vanguard Wellington Fund Admiral Shares (VWENX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Performance
DODBX vs. VWENX - Performance Comparison
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DODBX vs. VWENX - 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% |
VWENX Vanguard Wellington Fund Admiral Shares | -3.33% | 16.63% | 14.82% | 14.40% | -14.31% | 19.09% | 10.66% | 22.61% | -3.35% | 14.05% |
Returns By Period
In the year-to-date period, DODBX achieves a -0.36% return, which is significantly higher than VWENX's -3.33% return. Both investments have delivered pretty close results over the past 10 years, with DODBX having a 9.45% annualized return and VWENX not far behind at 9.40%.
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%
VWENX
- 1D
- 2.01%
- 1M
- -3.95%
- YTD
- -3.33%
- 6M
- -0.41%
- 1Y
- 14.24%
- 3Y*
- 12.74%
- 5Y*
- 7.66%
- 10Y*
- 9.40%
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DODBX vs. VWENX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than VWENX's 0.16% expense ratio.
Return for Risk
DODBX vs. VWENX — Risk / Return Rank
DODBX
VWENX
DODBX vs. VWENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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 | VWENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.24 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.82 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.27 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.89 | -0.78 |
Martin ratioReturn relative to average drawdown | 4.57 | 8.54 | -3.97 |
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 | VWENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.24 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.69 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.82 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.65 | +0.08 |
Correlation
The correlation between DODBX and VWENX is 0.90, 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. VWENX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 7.25%, less than VWENX's 12.01% 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% |
VWENX Vanguard Wellington Fund Admiral Shares | 12.01% | 11.55% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 5.88% | 4.53% | 6.58% |
Drawdowns
DODBX vs. VWENX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.20%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for DODBX and VWENX.
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Drawdown Indicators
| DODBX | VWENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.20% | -36.02% | -14.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -8.02% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -20.84% | +3.10% |
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% | -4.38% | -0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.78% | +0.10% |
Volatility
DODBX vs. VWENX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 3.03%, while Vanguard Wellington Fund Admiral Shares (VWENX) has a volatility of 4.06%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODBX | VWENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 4.06% | -1.03% |
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% |