DODIX vs. BIMIX
DODIX (Dodge & Cox Income Fund) and BIMIX (Baird Intermediate Bond Fund Class Institutional) are both mutual funds - DODIX is a Intermediate Core-Plus Bond fund actively managed by Dodge & Cox, while BIMIX is a Intermediate Core Bond fund managed by Baird. Over the past 10 years, DODIX returned 2.63%/yr vs 1.98%/yr for BIMIX. Their correlation of 0.85 means they have usually moved in the same direction. DODIX charges 0.41%/yr vs 0.30%/yr for BIMIX.
Performance
DODIX vs. BIMIX - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with DODIX at -0.46% and BIMIX at -0.46%. Over the past 10 years, DODIX has outperformed BIMIX with an annualized return of 2.63%, while BIMIX has yielded a comparatively lower 1.98% annualized return.
DODIX
- 1D
- 0.00%
- 1M
- -1.18%
- 6M
- -0.77%
- YTD
- -0.46%
- 1Y
- 2.62%
- 3Y*
- 4.70%
- 5Y*
- 0.78%
- 10Y*
- 2.63%
- ALL TIME*
- 5.83%
BIMIX
- 1D
- 0.10%
- 1M
- -0.31%
- 6M
- -0.57%
- YTD
- -0.46%
- 1Y
- 1.64%
- 3Y*
- 4.43%
- 5Y*
- 0.92%
- 10Y*
- 1.98%
- ALL TIME*
- 3.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DODIX vs. BIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | -0.46% | 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 | -0.46% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
Correlation
The correlation between DODIX and BIMIX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2000 | 0.85 |
The correlation between DODIX and BIMIX has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DODIX | BIMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.17 | -0.05 |
| Martin ratioReturn relative to average drawdown | 2.77 | 2.59 | +0.17 |
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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 | -3.17% | -2.08% | -1.09% |
Max Drawdown (3Y)Largest decline over 3 years | -5.29% | -2.36% | -2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -12.68% | -4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -12.76% | -4.13% |
Current DrawdownCurrent decline from peak | -2.58% | -1.72% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -1.48% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 0.93% | +0.34% |
Volatility
DODIX vs. BIMIX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.10% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 0.68%. 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 | 1.10% | 0.68% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 3.20% | 1.94% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.08% | 2.49% | +1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.59% | 3.90% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.47% | 3.26% | +1.21% |
DODIX vs. BIMIX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than BIMIX's 0.30% expense ratio.
Dividends
DODIX vs. BIMIX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.35%, more than BIMIX's 3.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.41% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
DODIX Dodge & Cox Income Fund | 4.35% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
Frequently Asked Questions
With a correlation of 0.90, DODIX and BIMIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DODIX has higher volatility (1.10%) compared to BIMIX (0.68%). In terms of maximum drawdown, DODIX dropped -16.89% vs BIMIX's -12.76%.
BIMIX currently has the higher Sharpe Ratio (0.98 vs 0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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