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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODIX or VEIPX.
Correlation
The correlation between DODIX and VEIPX is 0.03, 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.
Performance
DODIX vs. VEIPX - Performance Comparison
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Key characteristics
DODIX:
1.00
VEIPX:
0.04
DODIX:
1.50
VEIPX:
0.26
DODIX:
1.17
VEIPX:
1.04
DODIX:
0.61
VEIPX:
0.11
DODIX:
2.50
VEIPX:
0.32
DODIX:
2.26%
VEIPX:
6.36%
DODIX:
5.64%
VEIPX:
17.73%
DODIX:
-18.50%
VEIPX:
-56.84%
DODIX:
-3.61%
VEIPX:
-10.27%
Returns By Period
In the year-to-date period, DODIX achieves a 2.18% return, which is significantly higher than VEIPX's 0.78% return. Over the past 10 years, DODIX has underperformed VEIPX with an annualized return of 2.12%, while VEIPX has yielded a comparatively higher 5.78% annualized return.
DODIX
2.18%
1.21%
0.96%
5.84%
0.68%
2.12%
VEIPX
0.78%
5.69%
-8.83%
0.54%
9.04%
5.78%
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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.
Risk-Adjusted Performance
DODIX vs. VEIPX — Risk-Adjusted Performance Rank
DODIX
VEIPX
DODIX vs. VEIPX - Risk-Adjusted Performance 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.
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Dividends
DODIX vs. VEIPX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.20%, less than VEIPX's 9.82% 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% |
VEIPX Vanguard Equity Income Fund Investor Shares | 9.82% | 9.74% | 2.93% | 8.69% | 7.62% | 2.77% | 4.36% | 10.86% | 3.66% | 3.78% | 6.39% | 5.94% |
Drawdowns
DODIX vs. VEIPX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -18.50%, smaller than the maximum VEIPX drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for DODIX and VEIPX. For additional features, visit the drawdowns tool.
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Volatility
DODIX vs. VEIPX - Volatility Comparison
The current volatility for Dodge & Cox Income Fund (DODIX) is 1.83%, while Vanguard Equity Income Fund Investor Shares (VEIPX) has a volatility of 5.24%. 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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