DODIX vs. VCPAX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX).
DODIX is managed by Dodge & Cox. VCPAX is managed by Vanguard. It was launched on Oct 25, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODIX or VCPAX.
Correlation
The correlation between DODIX and VCPAX is 0.98, 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. VCPAX - Performance Comparison
Key characteristics
DODIX:
0.85
VCPAX:
1.10
DODIX:
1.25
VCPAX:
1.61
DODIX:
1.15
VCPAX:
1.19
DODIX:
0.44
VCPAX:
0.53
DODIX:
2.12
VCPAX:
3.02
DODIX:
2.20%
VCPAX:
1.74%
DODIX:
5.49%
VCPAX:
4.78%
DODIX:
-18.50%
VCPAX:
-17.25%
DODIX:
-4.75%
VCPAX:
-3.83%
Returns By Period
In the year-to-date period, DODIX achieves a 0.97% return, which is significantly lower than VCPAX's 1.26% return.
DODIX
0.97%
1.05%
-1.56%
4.82%
0.31%
2.00%
VCPAX
1.26%
1.14%
-0.47%
5.37%
N/A
N/A
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DODIX vs. VCPAX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than VCPAX's 0.20% expense ratio.
Risk-Adjusted Performance
DODIX vs. VCPAX — Risk-Adjusted Performance Rank
DODIX
VCPAX
DODIX vs. VCPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX). 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. VCPAX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.20%, less than VCPAX's 4.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
VCPAX Vanguard Core-Plus Bond Fund Admiral Shares | 4.90% | 4.81% | 4.54% | 3.26% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODIX vs. VCPAX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -18.50%, which is greater than VCPAX's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for DODIX and VCPAX. For additional features, visit the drawdowns tool.
Volatility
DODIX vs. VCPAX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.50% compared to Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX) at 1.26%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than VCPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.