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.
Performance
DODIX vs. BIMIX - Performance Comparison
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DODIX vs. BIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 0.04% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.34% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
Returns By Period
In the year-to-date period, DODIX achieves a 0.04% return, which is significantly higher than BIMIX's -0.34% return. Over the past 10 years, DODIX has outperformed BIMIX with an annualized return of 3.05%, while BIMIX has yielded a comparatively lower 2.23% annualized return.
DODIX
- 1D
- 0.24%
- 1M
- -1.57%
- YTD
- 0.04%
- 6M
- 1.01%
- 1Y
- 4.93%
- 3Y*
- 4.98%
- 5Y*
- 1.39%
- 10Y*
- 3.05%
BIMIX
- 1D
- 0.19%
- 1M
- -1.23%
- YTD
- -0.34%
- 6M
- 0.62%
- 1Y
- 4.02%
- 3Y*
- 4.36%
- 5Y*
- 1.30%
- 10Y*
- 2.23%
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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.
Return for Risk
DODIX vs. BIMIX — Risk / Return Rank
DODIX
BIMIX
DODIX vs. BIMIX - Risk-Adjusted Trends 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.
| DODIX | BIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.48 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.18 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.28 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 2.04 | -0.16 |
Martin ratioReturn relative to average drawdown | 5.55 | 8.17 | -2.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODIX | BIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.48 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.34 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.69 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.48 | 1.17 | +0.30 |
Correlation
The correlation between DODIX and BIMIX is 0.85, 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.
Dividends
DODIX vs. BIMIX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.28%, more than BIMIX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.28% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.67% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
Drawdowns
DODIX vs. BIMIX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, 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.
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Drawdown Indicators
| DODIX | BIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -12.76% | -4.13% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -2.07% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -12.76% | -4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -12.76% | -4.13% |
Current DrawdownCurrent decline from peak | -2.09% | -1.60% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -1.49% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.52% | +0.47% |
Volatility
DODIX vs. BIMIX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.82% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 1.05%. 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.
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Volatility by Period
| DODIX | BIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 1.05% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 1.65% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 2.79% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.52% | 3.87% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.42% | 3.25% | +1.17% |