DODIX vs. VGIAX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Vanguard Growth and Income Fund Admiral Shares (VGIAX).
DODIX is managed by Dodge & Cox. VGIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODIX or VGIAX.
Key characteristics
| DODIX | VGIAX | |
|---|---|---|
| YTD Return | -2.00% | 8.51% |
| 1Y Return | 1.52% | 28.42% |
| 3Y Return (Ann) | -1.82% | 8.61% |
| 5Y Return (Ann) | 1.45% | 13.48% |
| 10Y Return (Ann) | 2.30% | 12.57% |
| Sharpe Ratio | 0.30 | 1.72 |
| Daily Std Dev | 6.38% | 16.04% |
| Max Drawdown | -16.38% | -56.85% |
| Current Drawdown | -7.24% | -3.49% |
Correlation
The correlation between DODIX and VGIAX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DODIX vs. VGIAX - Performance Comparison
In the year-to-date period, DODIX achieves a -2.00% return, which is significantly lower than VGIAX's 8.51% return. Over the past 10 years, DODIX has underperformed VGIAX with an annualized return of 2.30%, while VGIAX has yielded a comparatively higher 12.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DODIX vs. VGIAX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than VGIAX's 0.22% expense ratio.
Risk-Adjusted Performance
DODIX vs. VGIAX - Risk-Adjusted Performance Comparison
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.
Dividends
DODIX vs. VGIAX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.13%, less than VGIAX's 8.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.13% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% | 3.07% |
VGIAX Vanguard Growth and Income Fund Admiral Shares | 8.02% | 8.70% | 9.81% | 15.28% | 6.63% | 4.19% | 8.05% | 5.87% | 7.01% | 7.72% | 8.01% | 1.60% |
Drawdowns
DODIX vs. VGIAX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.38%, 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.
Volatility
DODIX vs. VGIAX - Volatility Comparison
The current volatility for Dodge & Cox Income Fund (DODIX) is 2.05%, while Vanguard Growth and Income Fund Admiral Shares (VGIAX) has a volatility of 4.19%. 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.