DODGX vs. DODLX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and Dodge & Cox Global Bond Fund (DODLX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014.
Performance
DODGX vs. DODLX - Performance Comparison
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DODGX vs. DODLX - 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% |
DODLX Dodge & Cox Global Bond Fund | -0.21% | 11.51% | 0.55% | 12.30% | -8.21% | -0.85% | 11.87% | 12.23% | -1.45% | 8.31% |
Returns By Period
In the year-to-date period, DODGX achieves a -1.65% return, which is significantly lower than DODLX's -0.21% return. Over the past 10 years, DODGX has outperformed DODLX with an annualized return of 12.55%, while DODLX has yielded a comparatively lower 4.88% 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%
DODLX
- 1D
- 0.45%
- 1M
- -2.29%
- YTD
- -0.21%
- 6M
- 0.57%
- 1Y
- 6.83%
- 3Y*
- 6.69%
- 5Y*
- 3.17%
- 10Y*
- 4.88%
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DODGX vs. DODLX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is higher than DODLX's 0.45% expense ratio.
Return for Risk
DODGX vs. DODLX — Risk / Return Rank
DODGX
DODLX
DODGX vs. DODLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and Dodge & Cox Global Bond Fund (DODLX). 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 | DODLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.63 | -1.14 |
Sortino ratioReturn per unit of downside risk | 0.78 | 2.31 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.30 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.02 | -1.42 |
Martin ratioReturn relative to average drawdown | 2.50 | 8.00 | -5.50 |
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 | DODLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.63 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.62 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 1.03 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.78 | -0.16 |
Correlation
The correlation between DODGX and DODLX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DODGX vs. DODLX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.89%, more than DODLX's 4.09% 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% |
DODLX Dodge & Cox Global Bond Fund | 4.09% | 4.07% | 4.73% | 3.31% | 5.05% | 3.86% | 2.66% | 3.40% | 5.19% | 2.45% | 1.69% | 0.00% |
Drawdowns
DODGX vs. DODLX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than DODLX's maximum drawdown of -16.30%. Use the drawdown chart below to compare losses from any high point for DODGX and DODLX.
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Drawdown Indicators
| DODGX | DODLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -16.30% | -46.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -3.67% | -8.56% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -16.30% | -5.55% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -16.30% | -24.11% |
Current DrawdownCurrent decline from peak | -5.31% | -2.88% | -2.43% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -3.06% | -4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 0.93% | +2.01% |
Volatility
DODGX vs. DODLX - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) has a higher volatility of 4.23% compared to Dodge & Cox Global Bond Fund (DODLX) at 2.02%. This indicates that DODGX's price experiences larger fluctuations and is considered to be riskier than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODGX | DODLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 2.02% | +2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 2.79% | +5.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 4.46% | +11.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 5.17% | +10.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 4.77% | +14.48% |