DODIX vs. VGIAX

In the year-to-date period, DODIX achieves a 2.10% return, which is significantly higher than VGIAX's 0.72% return. Over the past 10 years, DODIX has underperformed VGIAX with an annualized return of 2.08%, while VGIAX has yielded a comparatively higher 12.62% annualized return.

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DODIX has a 0.41% expense ratio, which is higher than VGIAX's 0.22% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Vanguard Growth and Income Fund Admiral Shares (VGIAX). 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.

The current DODIX Sharpe Ratio is 0.80, which is higher than the VGIAX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of DODIX and VGIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DODIX's dividend yield for the trailing twelve months is around 4.20%, more than VGIAX's 1.06% yield.

The maximum DODIX drawdown since its inception was -18.50%, smaller than the maximum VGIAX drawdown of -56.85%. Use the drawdown chart below to compare losses from any high point for DODIX and VGIAX. For additional features, visit the drawdowns tool.

The current volatility for Dodge & Cox Income Fund (DODIX) is 1.68%, while Vanguard Growth and Income Fund Admiral Shares (VGIAX) has a volatility of 5.85%. This indicates that DODIX experiences smaller price fluctuations and is considered to be less risky than VGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.