DODLX vs. DAIOX
Compare and contrast key facts about Dodge & Cox Global Bond Fund (DODLX) and Dunham International Opportunity Bond Fund (DAIOX).
DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014. DAIOX is managed by Dunham. It was launched on Oct 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODLX or DAIOX.
Correlation
The correlation between DODLX and DAIOX is 0.09, 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
DODLX vs. DAIOX - Performance Comparison
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Key characteristics
DODLX:
1.07
DAIOX:
1.62
DODLX:
1.77
DAIOX:
2.56
DODLX:
1.22
DAIOX:
1.37
DODLX:
1.03
DAIOX:
0.59
DODLX:
2.53
DAIOX:
6.60
DODLX:
2.51%
DAIOX:
0.95%
DODLX:
5.24%
DAIOX:
3.46%
DODLX:
-17.05%
DAIOX:
-28.73%
DODLX:
-0.70%
DAIOX:
-4.71%
Returns By Period
In the year-to-date period, DODLX achieves a 4.77% return, which is significantly higher than DAIOX's 1.69% return. Over the past 10 years, DODLX has outperformed DAIOX with an annualized return of 3.70%, while DAIOX has yielded a comparatively lower 0.88% annualized return.
DODLX
4.77%
0.92%
3.61%
5.78%
3.82%
3.70%
DAIOX
1.69%
1.73%
1.86%
5.82%
3.01%
0.88%
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DODLX vs. DAIOX - Expense Ratio Comparison
DODLX has a 0.45% expense ratio, which is lower than DAIOX's 1.58% expense ratio.
Risk-Adjusted Performance
DODLX vs. DAIOX — Risk-Adjusted Performance Rank
DODLX
DAIOX
DODLX vs. DAIOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Bond Fund (DODLX) and Dunham International Opportunity Bond Fund (DAIOX). 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
DODLX vs. DAIOX - Dividend Comparison
DODLX's dividend yield for the trailing twelve months is around 4.60%, less than DAIOX's 5.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | 4.60% | 4.73% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% |
DAIOX Dunham International Opportunity Bond Fund | 5.02% | 4.84% | 4.56% | 7.19% | 2.87% | 2.24% | 0.00% | 0.27% | 0.00% | 0.00% | 0.05% | 0.40% |
Drawdowns
DODLX vs. DAIOX - Drawdown Comparison
The maximum DODLX drawdown since its inception was -17.05%, smaller than the maximum DAIOX drawdown of -28.73%. Use the drawdown chart below to compare losses from any high point for DODLX and DAIOX. For additional features, visit the drawdowns tool.
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Volatility
DODLX vs. DAIOX - Volatility Comparison
Dodge & Cox Global Bond Fund (DODLX) has a higher volatility of 1.37% compared to Dunham International Opportunity Bond Fund (DAIOX) at 0.86%. This indicates that DODLX's price experiences larger fluctuations and is considered to be riskier than DAIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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