DODIX vs. VSEQX
DODIX (Dodge & Cox Income Fund) and VSEQX (Vanguard Strategic Equity Fund) are both mutual funds - DODIX is a Intermediate Core-Plus Bond fund actively managed by Dodge & Cox, while VSEQX is a Mid Cap Blend Equities fund managed by Vanguard. Over the past 10 years, DODIX returned 2.90%/yr vs 13.32%/yr for VSEQX. At a correlation of -0.04, they often move in opposite directions. DODIX charges 0.41%/yr vs 0.17%/yr for VSEQX.
Performance
DODIX vs. VSEQX - Performance Comparison
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Returns By Period
In the year-to-date period, DODIX achieves a 0.59% return, which is significantly lower than VSEQX's 16.18% return. Over the past 10 years, DODIX has underperformed VSEQX with an annualized return of 2.90%, while VSEQX has yielded a comparatively higher 13.32% annualized return.
DODIX
- 1D
- 0.55%
- 1M
- 0.55%
- YTD
- 0.59%
- 6M
- 1.18%
- 1Y
- 5.50%
- 3Y*
- 5.26%
- 5Y*
- 1.17%
- 10Y*
- 2.90%
VSEQX
- 1D
- 2.25%
- 1M
- 3.52%
- YTD
- 16.18%
- 6M
- 14.88%
- 1Y
- 34.58%
- 3Y*
- 20.51%
- 5Y*
- 11.68%
- 10Y*
- 13.32%
DODIX vs. VSEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 0.59% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
VSEQX Vanguard Strategic Equity Fund | 16.18% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
Correlation
The correlation between DODIX and VSEQX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 1, 1995 | -0.04 |
The correlation between DODIX and VSEQX shifts across timeframes, from -0.04 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
DODIX vs. VSEQX — Risk / Return Rank
DODIX
VSEQX
DODIX vs. VSEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Vanguard Strategic Equity Fund (VSEQX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DODIX | VSEQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.39 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 4.58 | -2.70 |
| Martin ratioReturn relative to average drawdown | 5.47 | 17.54 | -12.07 |
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Drawdowns
DODIX vs. VSEQX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, smaller than the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for DODIX and VSEQX.
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Drawdown Indicators
| DODIX | VSEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -63.55% | +46.66% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -7.60% | +4.43% |
Max Drawdown (3Y)Largest decline over 3 years | -5.68% | -24.73% | +19.05% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -24.73% | +7.84% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -44.08% | +27.19% |
Current DrawdownCurrent decline from peak | -1.55% | -0.07% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -9.06% | +7.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 1.98% | -0.90% |
Volatility
DODIX vs. VSEQX - Volatility Comparison
The current volatility for Dodge & Cox Income Fund (DODIX) is 1.40%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 4.65%. This indicates that DODIX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODIX | VSEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.40% | 4.65% | -3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 3.06% | 11.14% | -8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.09% | 15.37% | -11.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 20.00% | -14.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 21.43% | -16.98% |
DODIX vs. VSEQX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than VSEQX's 0.17% expense ratio.
Dividends
DODIX vs. VSEQX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.25%, less than VSEQX's 9.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.25% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
VSEQX Vanguard Strategic Equity Fund | 9.60% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
Frequently Asked Questions
DODIX and VSEQX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VSEQX has higher volatility (4.65%) compared to DODIX (1.40%). In terms of maximum drawdown, DODIX dropped -16.89% vs VSEQX's -63.55%.
VSEQX currently has the higher Sharpe Ratio (2.26 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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