DODGX vs. TWEIX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and American Century Equity Income Fund (TWEIX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. TWEIX is managed by American Century. It was launched on Aug 1, 1994.
Performance
DODGX vs. TWEIX - Performance Comparison
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DODGX vs. TWEIX - 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% |
TWEIX American Century Equity Income Fund | 3.53% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
Returns By Period
In the year-to-date period, DODGX achieves a -1.65% return, which is significantly lower than TWEIX's 3.53% return. Over the past 10 years, DODGX has outperformed TWEIX with an annualized return of 12.55%, while TWEIX has yielded a comparatively lower 8.76% 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%
TWEIX
- 1D
- 0.92%
- 1M
- -4.70%
- YTD
- 3.53%
- 6M
- 5.61%
- 1Y
- 11.13%
- 3Y*
- 9.80%
- 5Y*
- 7.37%
- 10Y*
- 8.76%
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DODGX vs. TWEIX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is lower than TWEIX's 0.94% expense ratio.
Return for Risk
DODGX vs. TWEIX — Risk / Return Rank
DODGX
TWEIX
DODGX vs. TWEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and American Century Equity Income Fund (TWEIX). 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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.92 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.35 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.27 | -0.67 |
Martin ratioReturn relative to average drawdown | 2.50 | 4.91 | -2.41 |
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 | TWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.92 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.69 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.66 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.75 | -0.13 |
Correlation
The correlation between DODGX and TWEIX 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.
Dividends
DODGX vs. TWEIX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.89%, less than TWEIX's 10.02% 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% |
TWEIX American Century Equity Income Fund | 10.02% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
Drawdowns
DODGX vs. TWEIX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than TWEIX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for DODGX and TWEIX.
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Drawdown Indicators
| DODGX | TWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -39.30% | -23.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -8.86% | -3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -13.69% | -8.16% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -32.82% | -7.59% |
Current DrawdownCurrent decline from peak | -5.31% | -4.90% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -4.17% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.35% | +0.59% |
Volatility
DODGX vs. TWEIX - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) has a higher volatility of 4.23% compared to American Century Equity Income Fund (TWEIX) at 3.04%. This indicates that DODGX's price experiences larger fluctuations and is considered to be riskier than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODGX | TWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.04% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 6.12% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 11.60% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 10.71% | +5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 13.35% | +5.90% |