DODGX vs. ACIIX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and American Century Equity Income Fund Class I (ACIIX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
DODGX vs. ACIIX - Performance Comparison
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DODGX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, DODGX achieves a -1.65% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, DODGX has outperformed ACIIX with an annualized return of 12.55%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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DODGX vs. ACIIX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
DODGX vs. ACIIX — Risk / Return Rank
DODGX
ACIIX
DODGX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and American Century Equity Income Fund Class I (ACIIX). 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.
| DODGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.95 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.37 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.29 | -0.69 |
Martin ratioReturn relative to average drawdown | 2.50 | 5.04 | -2.55 |
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
| DODGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.95 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.71 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.09 |
Correlation
The correlation between DODGX and ACIIX is 0.89, 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
DODGX vs. ACIIX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.89%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
DODGX vs. ACIIX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for DODGX and ACIIX.
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Drawdown Indicators
| DODGX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -39.16% | -24.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -8.96% | -3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -13.49% | -8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -32.76% | -7.65% |
Current DrawdownCurrent decline from peak | -5.31% | -4.86% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -5.26% | -2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.32% | +0.62% |
Volatility
DODGX vs. ACIIX - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) has a higher volatility of 4.23% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that DODGX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODGX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.01% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 6.12% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 11.62% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 10.74% | +5.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 13.37% | +5.88% |