DODIX vs. MWTIX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Metropolitan West Total Return Bond Fund Class I (MWTIX).
DODIX is managed by Dodge & Cox. MWTIX is managed by Metropolitan West Funds.
Performance
DODIX vs. MWTIX - Performance Comparison
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DODIX vs. MWTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | -0.19% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
MWTIX Metropolitan West Total Return Bond Fund Class I | -0.48% | 7.51% | 0.77% | 6.02% | -15.49% | -1.32% | 9.00% | 9.10% | 0.36% | 3.43% |
Returns By Period
In the year-to-date period, DODIX achieves a -0.19% return, which is significantly higher than MWTIX's -0.48% return. Over the past 10 years, DODIX has outperformed MWTIX with an annualized return of 3.02%, while MWTIX has yielded a comparatively lower 1.64% annualized return.
DODIX
- 1D
- 0.63%
- 1M
- -2.32%
- YTD
- -0.19%
- 6M
- 1.09%
- 1Y
- 5.10%
- 3Y*
- 4.90%
- 5Y*
- 1.40%
- 10Y*
- 3.02%
MWTIX
- 1D
- 0.55%
- 1M
- -2.47%
- YTD
- -0.48%
- 6M
- 0.53%
- 1Y
- 3.79%
- 3Y*
- 3.48%
- 5Y*
- -0.32%
- 10Y*
- 1.64%
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DODIX vs. MWTIX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is lower than MWTIX's 0.45% expense ratio.
Return for Risk
DODIX vs. MWTIX — Risk / Return Rank
DODIX
MWTIX
DODIX vs. MWTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Metropolitan West Total Return Bond Fund Class I (MWTIX). 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 | MWTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.86 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.24 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.15 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.57 | +0.45 |
Martin ratioReturn relative to average drawdown | 6.03 | 4.16 | +1.87 |
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 | MWTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.86 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | -0.05 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.31 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.47 | 0.92 | +0.55 |
Correlation
The correlation between DODIX and MWTIX is 0.83, 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. MWTIX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.29%, more than MWTIX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.29% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
MWTIX Metropolitan West Total Return Bond Fund Class I | 3.64% | 3.89% | 4.38% | 4.11% | 2.08% | 1.12% | 6.48% | 3.61% | 2.91% | 2.14% | 3.35% | 2.94% |
Drawdowns
DODIX vs. MWTIX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, smaller than the maximum MWTIX drawdown of -20.58%. Use the drawdown chart below to compare losses from any high point for DODIX and MWTIX.
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Drawdown Indicators
| DODIX | MWTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -20.58% | +3.69% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -3.05% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -20.51% | +3.62% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -20.58% | +3.69% |
Current DrawdownCurrent decline from peak | -2.32% | -4.67% | +2.35% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -2.76% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 1.15% | -0.17% |
Volatility
DODIX vs. MWTIX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) and Metropolitan West Total Return Bond Fund Class I (MWTIX) have volatilities of 1.85% and 1.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODIX | MWTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 1.80% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 2.91% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.61% | 4.89% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.52% | 6.61% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.42% | 5.30% | -0.88% |