DODGX vs. GSFTX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and Columbia Dividend Income Fund (GSFTX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. GSFTX is managed by Columbia. It was launched on Mar 4, 1998.
Performance
DODGX vs. GSFTX - Performance Comparison
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DODGX vs. GSFTX - 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% |
GSFTX Columbia Dividend Income Fund | 3.24% | 15.88% | 15.00% | 10.57% | -4.94% | 26.26% | 7.75% | 28.12% | -4.38% | 20.16% |
Returns By Period
In the year-to-date period, DODGX achieves a -1.65% return, which is significantly lower than GSFTX's 3.24% return. Both investments have delivered pretty close results over the past 10 years, with DODGX having a 12.55% annualized return and GSFTX not far behind at 12.14%.
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%
GSFTX
- 1D
- 1.64%
- 1M
- -3.89%
- YTD
- 3.24%
- 6M
- 5.95%
- 1Y
- 16.86%
- 3Y*
- 15.08%
- 5Y*
- 10.69%
- 10Y*
- 12.14%
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DODGX vs. GSFTX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is lower than GSFTX's 0.66% expense ratio.
Return for Risk
DODGX vs. GSFTX — Risk / Return Rank
DODGX
GSFTX
DODGX vs. GSFTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and Columbia Dividend Income Fund (GSFTX). 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 | GSFTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.22 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.74 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.27 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.77 | -1.17 |
Martin ratioReturn relative to average drawdown | 2.50 | 8.20 | -5.71 |
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 | GSFTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.22 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.81 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.78 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.54 | +0.08 |
Correlation
The correlation between DODGX and GSFTX 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
DODGX vs. GSFTX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.89%, more than GSFTX's 5.23% 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% |
GSFTX Columbia Dividend Income Fund | 5.23% | 5.35% | 6.02% | 4.96% | 3.87% | 2.87% | 1.74% | 2.90% | 7.63% | 4.00% | 3.77% | 8.27% |
Drawdowns
DODGX vs. GSFTX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than GSFTX's maximum drawdown of -47.69%. Use the drawdown chart below to compare losses from any high point for DODGX and GSFTX.
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Drawdown Indicators
| DODGX | GSFTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -47.69% | -15.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -10.18% | -2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -17.01% | -4.84% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -32.76% | -7.65% |
Current DrawdownCurrent decline from peak | -5.31% | -3.94% | -1.37% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -6.40% | -1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.20% | +0.74% |
Volatility
DODGX vs. GSFTX - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) has a higher volatility of 4.23% compared to Columbia Dividend Income Fund (GSFTX) at 3.46%. This indicates that DODGX's price experiences larger fluctuations and is considered to be riskier than GSFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODGX | GSFTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.46% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 7.00% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 13.68% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 13.30% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 15.68% | +3.57% |