DODIX vs. VEIPX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
DODIX is managed by Dodge & Cox. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Performance
DODIX vs. VEIPX - Performance Comparison
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DODIX vs. VEIPX - 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% |
VEIPX Vanguard Equity Income Fund Investor Shares | -0.15% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
Returns By Period
In the year-to-date period, DODIX achieves a -0.19% return, which is significantly lower than VEIPX's -0.15% return. Over the past 10 years, DODIX has underperformed VEIPX with an annualized return of 3.02%, while VEIPX has yielded a comparatively higher 11.06% 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%
VEIPX
- 1D
- 0.05%
- 1M
- -6.02%
- YTD
- -0.15%
- 6M
- 3.42%
- 1Y
- 13.87%
- 3Y*
- 13.89%
- 5Y*
- 10.46%
- 10Y*
- 11.06%
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DODIX vs. VEIPX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Return for Risk
DODIX vs. VEIPX — Risk / Return Rank
DODIX
VEIPX
DODIX vs. VEIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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 | VEIPX | 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 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.26 | +0.76 |
Martin ratioReturn relative to average drawdown | 6.03 | 5.61 | +0.42 |
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 | VEIPX | 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 | 0.76 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.68 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.47 | 0.64 | +0.83 |
Correlation
The correlation between DODIX and VEIPX 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.
Dividends
DODIX vs. VEIPX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.29%, less than VEIPX's 11.02% 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% |
VEIPX Vanguard Equity Income Fund Investor Shares | 11.02% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
Drawdowns
DODIX vs. VEIPX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for DODIX and VEIPX.
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Drawdown Indicators
| DODIX | VEIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -54.12% | +37.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -10.97% | +8.03% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -15.16% | -1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -35.26% | +18.37% |
Current DrawdownCurrent decline from peak | -2.32% | -6.85% | +4.53% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -5.52% | +4.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 2.47% | -1.49% |
Volatility
DODIX vs. VEIPX - Volatility Comparison
The current volatility for Dodge & Cox Income Fund (DODIX) is 1.85%, while Vanguard Equity Income Fund Investor Shares (VEIPX) has a volatility of 3.14%. This indicates that DODIX experiences smaller price fluctuations and is considered to be less risky than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODIX | VEIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 3.14% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 7.69% | -4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.61% | 15.00% | -10.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.52% | 13.91% | -8.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.42% | 16.29% | -11.87% |