DODIX vs. VBTIX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX).
DODIX is managed by Dodge & Cox. VBTIX is managed by Vanguard. It was launched on Sep 18, 1995.
Performance
DODIX vs. VBTIX - Performance Comparison
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DODIX vs. VBTIX - 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% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | -0.49% | 7.18% | 1.27% | 5.75% | -13.15% | -1.95% | 7.75% | 8.74% | -0.24% | 3.56% |
Returns By Period
In the year-to-date period, DODIX achieves a -0.19% return, which is significantly higher than VBTIX's -0.49% return. Over the past 10 years, DODIX has outperformed VBTIX with an annualized return of 3.02%, while VBTIX has yielded a comparatively lower 1.59% 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%
VBTIX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.78%
- 3Y*
- 3.45%
- 5Y*
- 0.25%
- 10Y*
- 1.59%
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DODIX vs. VBTIX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than VBTIX's 0.04% expense ratio.
Return for Risk
DODIX vs. VBTIX — Risk / Return Rank
DODIX
VBTIX
DODIX vs. VBTIX - Risk-Adjusted Trends 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 Shares (VBTIX). 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 | VBTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.00 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.45 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.79 | +0.23 |
Martin ratioReturn relative to average drawdown | 6.03 | 5.10 | +0.93 |
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 | VBTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.00 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.04 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.32 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.47 | 0.94 | +0.53 |
Correlation
The correlation between DODIX and VBTIX 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.
Dividends
DODIX vs. VBTIX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.29%, more than VBTIX's 3.63% 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% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.63% | 3.88% | 3.69% | 3.12% | 2.61% | 1.81% | 2.41% | 2.75% | 2.58% | 2.56% | 2.54% | 2.84% |
Drawdowns
DODIX vs. VBTIX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, smaller than the maximum VBTIX drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for DODIX and VBTIX.
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Drawdown Indicators
| DODIX | VBTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -18.90% | +2.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -2.73% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -18.13% | +1.24% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -18.90% | +2.01% |
Current DrawdownCurrent decline from peak | -2.32% | -3.14% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -2.32% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.96% | +0.02% |
Volatility
DODIX vs. VBTIX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.85% compared to Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) at 1.55%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than VBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODIX | VBTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 1.55% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 2.58% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.61% | 4.36% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.52% | 5.99% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.42% | 4.97% | -0.55% |