DODGX vs. SFLNX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and Schwab Fundamental US Large Company Index Fund (SFLNX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. SFLNX is a passively managed fund by Charles Schwab that tracks the performance of the Russell RAFI US Large Company Index. It was launched on Apr 2, 2007.
Performance
DODGX vs. SFLNX - Performance Comparison
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DODGX vs. SFLNX - 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% |
SFLNX Schwab Fundamental US Large Company Index Fund | 2.71% | 17.02% | 16.78% | 18.16% | -6.89% | 31.64% | 9.12% | 28.91% | -7.43% | 17.08% |
Returns By Period
In the year-to-date period, DODGX achieves a -1.65% return, which is significantly lower than SFLNX's 2.71% return. Over the past 10 years, DODGX has underperformed SFLNX with an annualized return of 12.55%, while SFLNX has yielded a comparatively higher 13.25% 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%
SFLNX
- 1D
- 1.98%
- 1M
- -3.63%
- YTD
- 2.71%
- 6M
- 6.30%
- 1Y
- 19.89%
- 3Y*
- 17.10%
- 5Y*
- 11.99%
- 10Y*
- 13.25%
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DODGX vs. SFLNX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is higher than SFLNX's 0.25% expense ratio.
Return for Risk
DODGX vs. SFLNX — Risk / Return Rank
DODGX
SFLNX
DODGX vs. SFLNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and Schwab Fundamental US Large Company Index Fund (SFLNX). 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 | SFLNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.24 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.79 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.28 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.72 | -1.12 |
Martin ratioReturn relative to average drawdown | 2.50 | 8.22 | -5.72 |
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 | SFLNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.24 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.79 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.72 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.51 | +0.11 |
Correlation
The correlation between DODGX and SFLNX is 0.95, 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. SFLNX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.89%, more than SFLNX's 1.63% 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% |
SFLNX Schwab Fundamental US Large Company Index Fund | 1.63% | 1.68% | 1.78% | 1.86% | 2.09% | 4.78% | 6.17% | 5.33% | 9.69% | 3.28% | 7.23% | 5.68% |
Drawdowns
DODGX vs. SFLNX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than SFLNX's maximum drawdown of -56.18%. Use the drawdown chart below to compare losses from any high point for DODGX and SFLNX.
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Drawdown Indicators
| DODGX | SFLNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -56.18% | -7.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -12.28% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -18.98% | -2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -37.59% | -2.82% |
Current DrawdownCurrent decline from peak | -5.31% | -4.24% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -6.06% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.56% | +0.38% |
Volatility
DODGX vs. SFLNX - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) has a higher volatility of 4.23% compared to Schwab Fundamental US Large Company Index Fund (SFLNX) at 4.01%. This indicates that DODGX's price experiences larger fluctuations and is considered to be riskier than SFLNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODGX | SFLNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 4.01% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 8.18% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 16.24% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 15.34% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 18.41% | +0.84% |