DODGX vs. AUXFX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and Auxier Focus Fund (AUXFX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999.
Performance
DODGX vs. AUXFX - Performance Comparison
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DODGX vs. AUXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | -1.41% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Returns By Period
In the year-to-date period, DODGX achieves a -1.41% return, which is significantly lower than AUXFX's 1.73% return. Over the past 10 years, DODGX has outperformed AUXFX with an annualized return of 12.58%, while AUXFX has yielded a comparatively lower 9.60% annualized return.
DODGX
- 1D
- 0.25%
- 1M
- -3.79%
- YTD
- -1.41%
- 6M
- 0.98%
- 1Y
- 7.46%
- 3Y*
- 14.05%
- 5Y*
- 9.43%
- 10Y*
- 12.58%
AUXFX
- 1D
- 1.45%
- 1M
- -3.79%
- YTD
- 1.73%
- 6M
- 3.90%
- 1Y
- 12.14%
- 3Y*
- 12.45%
- 5Y*
- 8.60%
- 10Y*
- 9.60%
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DODGX vs. AUXFX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is lower than AUXFX's 0.92% expense ratio.
Return for Risk
DODGX vs. AUXFX — Risk / Return Rank
DODGX
AUXFX
DODGX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and Auxier Focus Fund (AUXFX). 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 | AUXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.00 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.45 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.62 | -0.94 |
Martin ratioReturn relative to average drawdown | 2.79 | 6.96 | -4.17 |
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 | AUXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.00 | -0.49 |
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 | 0.66 | 0.63 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.57 | +0.05 |
Correlation
The correlation between DODGX and AUXFX 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. AUXFX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.86%, more than AUXFX's 2.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 9.86% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
AUXFX Auxier Focus Fund | 2.79% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
Drawdowns
DODGX vs. AUXFX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for DODGX and AUXFX.
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Drawdown Indicators
| DODGX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -39.82% | -23.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -8.19% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -15.73% | -6.12% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -33.69% | -6.72% |
Current DrawdownCurrent decline from peak | -5.07% | -3.90% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -4.44% | -3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 1.90% | +1.06% |
Volatility
DODGX vs. AUXFX - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) has a higher volatility of 4.10% compared to Auxier Focus Fund (AUXFX) at 3.37%. This indicates that DODGX's price experiences larger fluctuations and is considered to be riskier than AUXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODGX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 3.37% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 6.55% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 12.14% | +4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.04% | 12.22% | +3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 15.20% | +4.05% |