DODIX vs. BAGIX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Baird Aggregate Bond Fund Class I (BAGIX).
DODIX is managed by Dodge & Cox. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODIX or BAGIX.
Correlation
The correlation between DODIX and BAGIX is 0.87, 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
DODIX vs. BAGIX - Performance Comparison
Key characteristics
DODIX:
1.31
BAGIX:
1.33
DODIX:
1.94
BAGIX:
1.98
DODIX:
1.23
BAGIX:
1.23
DODIX:
0.69
BAGIX:
0.54
DODIX:
3.28
BAGIX:
3.49
DODIX:
2.21%
BAGIX:
2.00%
DODIX:
5.55%
BAGIX:
5.25%
DODIX:
-18.50%
BAGIX:
-19.44%
DODIX:
-2.14%
BAGIX:
-5.12%
Returns By Period
The year-to-date returns for both stocks are quite close, with DODIX having a 3.73% return and BAGIX slightly lower at 3.56%. Over the past 10 years, DODIX has outperformed BAGIX with an annualized return of 2.18%, while BAGIX has yielded a comparatively lower 1.78% annualized return.
DODIX
3.73%
0.80%
0.51%
7.10%
1.51%
2.18%
BAGIX
3.56%
0.74%
0.75%
6.86%
0.19%
1.78%
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DODIX vs. BAGIX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than BAGIX's 0.30% expense ratio.
Risk-Adjusted Performance
DODIX vs. BAGIX — Risk-Adjusted Performance Rank
DODIX
BAGIX
DODIX vs. BAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Baird Aggregate Bond Fund Class I (BAGIX). 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
DODIX vs. BAGIX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.14%, more than BAGIX's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.14% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
BAGIX Baird Aggregate Bond Fund Class I | 4.02% | 4.05% | 3.46% | 2.69% | 1.92% | 2.29% | 2.76% | 2.89% | 2.55% | 2.47% | 2.47% | 2.90% |
Drawdowns
DODIX vs. BAGIX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -18.50%, roughly equal to the maximum BAGIX drawdown of -19.44%. Use the drawdown chart below to compare losses from any high point for DODIX and BAGIX. For additional features, visit the drawdowns tool.
Volatility
DODIX vs. BAGIX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) and Baird Aggregate Bond Fund Class I (BAGIX) have volatilities of 1.38% and 1.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.