DODGX vs. RIDAX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and The Income Fund of America Class R-1 (RIDAX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
DODGX vs. RIDAX - Performance Comparison
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DODGX vs. RIDAX - 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% |
RIDAX The Income Fund of America Class R-1 | 2.61% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
In the year-to-date period, DODGX achieves a -1.65% return, which is significantly lower than RIDAX's 2.61% return. Over the past 10 years, DODGX has outperformed RIDAX with an annualized return of 12.55%, while RIDAX has yielded a comparatively lower 7.49% 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%
RIDAX
- 1D
- 1.30%
- 1M
- -4.26%
- YTD
- 2.61%
- 6M
- 4.88%
- 1Y
- 14.49%
- 3Y*
- 11.46%
- 5Y*
- 7.18%
- 10Y*
- 7.49%
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DODGX vs. RIDAX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
DODGX vs. RIDAX — Risk / Return Rank
DODGX
RIDAX
DODGX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.56 | -1.06 |
Sortino ratioReturn per unit of downside risk | 0.78 | 2.15 | -1.37 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.32 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.85 | -1.25 |
Martin ratioReturn relative to average drawdown | 2.50 | 8.56 | -6.06 |
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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.56 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.76 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.67 | -0.05 |
Correlation
The correlation between DODGX and RIDAX 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. RIDAX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.89%, more than RIDAX's 9.02% 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% |
RIDAX The Income Fund of America Class R-1 | 9.02% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
DODGX vs. RIDAX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for DODGX and RIDAX.
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Drawdown Indicators
| DODGX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -42.37% | -20.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -8.25% | -3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -16.28% | -5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -26.22% | -14.19% |
Current DrawdownCurrent decline from peak | -5.31% | -4.54% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -4.42% | -3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 1.78% | +1.16% |
Volatility
DODGX vs. RIDAX - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) has a higher volatility of 4.23% compared to The Income Fund of America Class R-1 (RIDAX) at 3.31%. This indicates that DODGX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODGX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.31% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 5.61% | +3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 9.54% | +6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 9.48% | +6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 10.68% | +8.57% |