DODIX vs. VBMPX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX).
DODIX is managed by Dodge & Cox. VBMPX is managed by Vanguard. It was launched on Feb 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODIX or VBMPX.
Correlation
The correlation between DODIX and VBMPX is 0.86, 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.
Performance
DODIX vs. VBMPX - Performance Comparison
Key characteristics
DODIX:
0.84
VBMPX:
0.92
DODIX:
1.23
VBMPX:
1.38
DODIX:
1.15
VBMPX:
1.17
DODIX:
0.46
VBMPX:
0.36
DODIX:
2.16
VBMPX:
2.35
DODIX:
2.23%
VBMPX:
2.07%
DODIX:
5.71%
VBMPX:
5.28%
DODIX:
-18.50%
VBMPX:
-18.99%
DODIX:
-3.61%
VBMPX:
-6.77%
Returns By Period
In the year-to-date period, DODIX achieves a 2.18% return, which is significantly lower than VBMPX's 2.75% return. Over the past 10 years, DODIX has outperformed VBMPX with an annualized return of 2.04%, while VBMPX has yielded a comparatively lower 1.39% annualized return.
DODIX
2.18%
-0.78%
-1.60%
5.50%
1.21%
2.04%
VBMPX
2.75%
0.00%
-0.67%
5.65%
-0.52%
1.39%
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DODIX vs. VBMPX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than VBMPX's 0.03% expense ratio.
Risk-Adjusted Performance
DODIX vs. VBMPX — Risk-Adjusted Performance Rank
DODIX
VBMPX
DODIX vs. VBMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX). 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. VBMPX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 3.13%, less than VBMPX's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 3.13% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | 3.37% | 3.69% | 3.12% | 2.55% | 1.93% | 2.25% | 2.74% | 2.78% | 2.55% | 2.50% | 2.52% | 2.58% |
Drawdowns
DODIX vs. VBMPX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -18.50%, roughly equal to the maximum VBMPX drawdown of -18.99%. Use the drawdown chart below to compare losses from any high point for DODIX and VBMPX. For additional features, visit the drawdowns tool.
Volatility
DODIX vs. VBMPX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.87% compared to Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) at 1.25%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than VBMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.