DODIX vs. DODLX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Dodge & Cox Global Bond Fund (DODLX).
DODIX is managed by Dodge & Cox. DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODIX or DODLX.
Correlation
The correlation between DODIX and DODLX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DODIX vs. DODLX - Performance Comparison
Key characteristics
DODIX:
1.28
DODLX:
1.54
DODIX:
1.90
DODLX:
2.28
DODIX:
1.22
DODLX:
1.28
DODIX:
0.69
DODLX:
1.33
DODIX:
3.23
DODLX:
3.30
DODIX:
2.24%
DODLX:
2.51%
DODIX:
5.65%
DODLX:
5.36%
DODIX:
-18.50%
DODLX:
-17.05%
DODIX:
-3.61%
DODLX:
-0.79%
Returns By Period
In the year-to-date period, DODIX achieves a 2.18% return, which is significantly lower than DODLX's 4.67% return. Over the past 10 years, DODIX has underperformed DODLX with an annualized return of 2.00%, while DODLX has yielded a comparatively higher 3.63% annualized return.
DODIX
2.18%
-0.24%
1.04%
7.32%
0.60%
2.00%
DODLX
4.67%
1.02%
2.29%
8.29%
4.15%
3.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DODIX vs. DODLX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is lower than DODLX's 0.45% expense ratio.
Risk-Adjusted Performance
DODIX vs. DODLX — Risk-Adjusted Performance Rank
DODIX
DODLX
DODIX vs. DODLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Dodge & Cox Global Bond Fund (DODLX). 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. DODLX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.20%, less than DODLX's 4.61% 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% |
DODLX Dodge & Cox Global Bond Fund | 4.61% | 4.73% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% |
Drawdowns
DODIX vs. DODLX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -18.50%, which is greater than DODLX's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for DODIX and DODLX. For additional features, visit the drawdowns tool.
Volatility
DODIX vs. DODLX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 2.33% compared to Dodge & Cox Global Bond Fund (DODLX) at 2.17%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.