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.
Performance
DODIX vs. BIMIX - Performance Comparison
Returns By Period
In the year-to-date period, DODIX achieves a 2.47% return, which is significantly lower than BIMIX's 3.18% return. Over the past 10 years, DODIX has outperformed BIMIX with an annualized return of 2.59%, while BIMIX has yielded a comparatively lower 1.70% annualized return.
DODIX
2.47%
-1.72%
3.13%
7.88%
1.40%
2.59%
BIMIX
3.18%
-1.01%
3.08%
6.57%
0.73%
1.70%
Key characteristics
| DODIX | BIMIX | |
|---|---|---|
| Sharpe Ratio | 1.47 | 1.91 |
| Sortino Ratio | 2.16 | 2.85 |
| Omega Ratio | 1.26 | 1.36 |
| Calmar Ratio | 0.85 | 0.73 |
| Martin Ratio | 5.47 | 7.80 |
| Ulcer Index | 1.59% | 0.88% |
| Daily Std Dev | 5.92% | 3.61% |
| Max Drawdown | -16.38% | -14.15% |
| Current Drawdown | -3.82% | -3.43% |
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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.
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.
Risk-Adjusted Performance
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 4.18%, more than BIMIX's 3.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.18% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.80% | 3.20% | 2.18% | 1.58% | 2.16% | 2.53% | 2.52% | 2.33% | 2.29% | 2.27% | 2.41% | 2.49% |
Drawdowns
DODIX vs. BIMIX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.38%, 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 1.68% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 0.88%. 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.