DODFX vs. AEPFX
Compare and contrast key facts about Dodge & Cox International Stock Fund (DODFX) and American Funds EUPAC Fund Class F-2 (AEPFX).
DODFX is managed by Dodge & Cox. AEPFX is an actively managed fund by American Funds. It was launched on Aug 1, 2008.
Performance
DODFX vs. AEPFX - Performance Comparison
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DODFX vs. AEPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
AEPFX American Funds EUPAC Fund Class F-2 | -5.47% | 29.19% | 2.89% | 15.98% | -22.86% | 2.74% | 25.12% | 27.28% | -17.41% | 31.04% |
Returns By Period
In the year-to-date period, DODFX achieves a 0.73% return, which is significantly higher than AEPFX's -5.47% return. Over the past 10 years, DODFX has outperformed AEPFX with an annualized return of 10.09%, while AEPFX has yielded a comparatively lower 7.56% annualized return.
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
AEPFX
- 1D
- -0.16%
- 1M
- -12.22%
- YTD
- -5.47%
- 6M
- -1.03%
- 1Y
- 19.04%
- 3Y*
- 9.88%
- 5Y*
- 3.02%
- 10Y*
- 7.56%
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DODFX vs. AEPFX - Expense Ratio Comparison
DODFX has a 0.62% expense ratio, which is higher than AEPFX's 0.58% expense ratio.
Return for Risk
DODFX vs. AEPFX — Risk / Return Rank
DODFX
AEPFX
DODFX vs. AEPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) and American Funds EUPAC Fund Class F-2 (AEPFX). 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.
| DODFX | AEPFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.10 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.51 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.21 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | 1.25 | +1.06 |
Martin ratioReturn relative to average drawdown | 8.74 | 4.83 | +3.91 |
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
| DODFX | AEPFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.10 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.18 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.45 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.26 | +0.13 |
Correlation
The correlation between DODFX and AEPFX is 0.91, 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
DODFX vs. AEPFX - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 5.02%, less than AEPFX's 14.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
AEPFX American Funds EUPAC Fund Class F-2 | 14.73% | 13.92% | 4.86% | 3.86% | 1.93% | 10.10% | 0.34% | 3.04% | 3.06% | 4.89% | 1.54% | 3.35% |
Drawdowns
DODFX vs. AEPFX - Drawdown Comparison
The maximum DODFX drawdown since its inception was -63.23%, which is greater than AEPFX's maximum drawdown of -48.79%. Use the drawdown chart below to compare losses from any high point for DODFX and AEPFX.
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Drawdown Indicators
| DODFX | AEPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.23% | -48.79% | -14.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -12.54% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -37.37% | +12.85% |
Max Drawdown (10Y)Largest decline over 10 years | -44.61% | -37.37% | -7.24% |
Current DrawdownCurrent decline from peak | -8.60% | -12.54% | +3.94% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -11.09% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.26% | -0.24% |
Volatility
DODFX vs. AEPFX - Volatility Comparison
Dodge & Cox International Stock Fund (DODFX) has a higher volatility of 7.14% compared to American Funds EUPAC Fund Class F-2 (AEPFX) at 6.58%. This indicates that DODFX's price experiences larger fluctuations and is considered to be riskier than AEPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODFX | AEPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 6.58% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 11.22% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.17% | 16.21% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 16.43% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 16.78% | +1.47% |