DODGX vs. MOAT
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODGX or MOAT.
Correlation
The correlation between DODGX and MOAT is 0.88, 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.
Performance
DODGX vs. MOAT - Performance Comparison
Key characteristics
DODGX:
-0.01
MOAT:
0.03
DODGX:
0.10
MOAT:
0.18
DODGX:
1.02
MOAT:
1.02
DODGX:
-0.01
MOAT:
0.03
DODGX:
-0.05
MOAT:
0.11
DODGX:
5.58%
MOAT:
5.46%
DODGX:
17.84%
MOAT:
18.18%
DODGX:
-67.34%
MOAT:
-33.31%
DODGX:
-12.82%
MOAT:
-12.64%
Returns By Period
In the year-to-date period, DODGX achieves a -2.64% return, which is significantly higher than MOAT's -8.23% return. Over the past 10 years, DODGX has underperformed MOAT with an annualized return of 4.92%, while MOAT has yielded a comparatively higher 12.00% annualized return.
DODGX
-2.64%
-4.25%
-8.92%
0.27%
12.18%
4.92%
MOAT
-8.23%
-2.95%
-9.60%
0.26%
13.14%
12.00%
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DODGX vs. MOAT - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
DODGX vs. MOAT — Risk-Adjusted Performance Rank
DODGX
MOAT
DODGX vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.
Dividends
DODGX vs. MOAT - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 1.56%, more than MOAT's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 1.56% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.49% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
Drawdowns
DODGX vs. MOAT - Drawdown Comparison
The maximum DODGX drawdown since its inception was -67.34%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for DODGX and MOAT. For additional features, visit the drawdowns tool.
Volatility
DODGX vs. MOAT - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund Class I (DODGX) is 12.24%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 14.07%. This indicates that DODGX experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.