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 0.84, 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. BIMIX - Performance Comparison
Key characteristics
DODIX:
1.31
BIMIX:
2.12
DODIX:
1.94
BIMIX:
3.24
DODIX:
1.23
BIMIX:
1.41
DODIX:
0.69
BIMIX:
0.91
DODIX:
3.28
BIMIX:
6.87
DODIX:
2.21%
BIMIX:
1.01%
DODIX:
5.55%
BIMIX:
3.26%
DODIX:
-18.50%
BIMIX:
-14.15%
DODIX:
-2.14%
BIMIX:
-0.24%
Returns By Period
In the year-to-date period, DODIX achieves a 3.73% return, which is significantly higher than BIMIX's 3.02% return. Over the past 10 years, DODIX has outperformed BIMIX with an annualized return of 2.18%, while BIMIX has yielded a comparatively lower 1.84% annualized return.
DODIX
3.73%
0.80%
0.51%
7.10%
1.51%
2.18%
BIMIX
3.02%
0.92%
1.67%
6.81%
1.07%
1.84%
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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 4.14%, more than BIMIX's 3.92% 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% |
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.92% | 3.89% | 3.20% | 2.18% | 1.58% | 2.16% | 2.53% | 2.52% | 2.33% | 2.29% | 2.27% | 2.41% |
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 -14.15%. 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 1.38% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 0.98%. 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.