DODIX vs. BIMIX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Baird Intermediate Bond Fund Class Institutional (BIMIX).
DODIX is managed by Dodge & Cox. BIMIX 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 BIMIX.
Correlation
The correlation between DODIX and BIMIX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DODIX vs. BIMIX - Performance Comparison
Key characteristics
DODIX:
1.28
BIMIX:
2.17
DODIX:
1.90
BIMIX:
3.37
DODIX:
1.22
BIMIX:
1.42
DODIX:
0.69
BIMIX:
1.17
DODIX:
3.23
BIMIX:
7.20
DODIX:
2.24%
BIMIX:
0.99%
DODIX:
5.65%
BIMIX:
3.29%
DODIX:
-18.50%
BIMIX:
-12.76%
DODIX:
-3.61%
BIMIX:
-0.57%
Returns By Period
In the year-to-date period, DODIX achieves a 2.18% return, which is significantly lower than BIMIX's 2.44% return. Both investments have delivered pretty close results over the past 10 years, with DODIX having a 2.00% annualized return and BIMIX not far ahead at 2.03%.
DODIX
2.18%
-0.24%
1.04%
7.32%
0.60%
2.00%
BIMIX
2.44%
0.43%
2.16%
7.14%
1.03%
2.03%
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DODIX vs. BIMIX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than BIMIX's 0.30% expense ratio.
Risk-Adjusted Performance
DODIX vs. BIMIX — Risk-Adjusted Performance Rank
DODIX
BIMIX
DODIX vs. BIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Baird Intermediate Bond Fund Class Institutional (BIMIX). 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. BIMIX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.20%, more than BIMIX's 3.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.94% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.47% | 2.57% | 2.54% |
Drawdowns
DODIX vs. BIMIX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -18.50%, which is greater than BIMIX's maximum drawdown of -12.76%. Use the drawdown chart below to compare losses from any high point for DODIX and BIMIX. For additional features, visit the drawdowns tool.
Volatility
DODIX vs. BIMIX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 2.33% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 1.30%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than BIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.