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 0.88, 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
DODIX vs. BAGIX - Performance Comparison
Key characteristics
DODIX:
0.38
BAGIX:
0.48
DODIX:
0.55
BAGIX:
0.70
DODIX:
1.07
BAGIX:
1.08
DODIX:
0.27
BAGIX:
0.20
DODIX:
1.23
BAGIX:
1.42
DODIX:
1.80%
BAGIX:
1.81%
DODIX:
5.88%
BAGIX:
5.41%
DODIX:
-16.38%
BAGIX:
-19.44%
DODIX:
-4.81%
BAGIX:
-8.52%
Returns By Period
In the year-to-date period, DODIX achieves a 1.40% return, which is significantly lower than BAGIX's 1.71% return. Over the past 10 years, DODIX has outperformed BAGIX with an annualized return of 2.46%, while BAGIX has yielded a comparatively lower 1.63% annualized return.
DODIX
1.40%
-1.12%
0.36%
2.05%
1.12%
2.46%
BAGIX
1.71%
-0.41%
1.11%
2.48%
-0.13%
1.63%
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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 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 3.18%, less than BAGIX's 3.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 3.18% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
BAGIX Baird Aggregate Bond Fund Class I | 3.60% | 3.46% | 2.69% | 1.92% | 2.29% | 2.76% | 2.89% | 2.55% | 2.47% | 2.47% | 2.90% | 3.32% |
Drawdowns
DODIX vs. BAGIX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.38%, smaller than 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) has a higher volatility of 2.30% compared to Baird Aggregate Bond Fund Class I (BAGIX) at 1.50%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than BAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.