DODLX vs. DODIX
Compare and contrast key facts about Dodge & Cox Global Bond Fund (DODLX) and Dodge & Cox Income Fund (DODIX).
DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODLX or DODIX.
Correlation
The correlation between DODLX and DODIX is 0.05, 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. DODIX - Performance Comparison
Key characteristics
DODLX:
1.49
DODIX:
1.25
DODLX:
2.20
DODIX:
1.86
DODLX:
1.27
DODIX:
1.22
DODLX:
1.27
DODIX:
0.74
DODLX:
3.14
DODIX:
3.13
DODLX:
2.51%
DODIX:
2.25%
DODLX:
5.25%
DODIX:
5.63%
DODLX:
-17.05%
DODIX:
-18.50%
DODLX:
-0.52%
DODIX:
-3.61%
Returns By Period
In the year-to-date period, DODLX achieves a 4.96% return, which is significantly higher than DODIX's 2.18% return. Over the past 10 years, DODLX has outperformed DODIX with an annualized return of 3.70%, while DODIX has yielded a comparatively lower 2.08% annualized return.
DODLX
4.96%
0.37%
3.04%
6.96%
4.06%
3.70%
DODIX
2.18%
-1.49%
1.20%
5.92%
0.60%
2.08%
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DODLX vs. DODIX - Expense Ratio Comparison
DODLX has a 0.45% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
DODLX vs. DODIX — Risk-Adjusted Performance Rank
DODLX
DODIX
DODLX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Bond Fund (DODLX) and Dodge & Cox Income Fund (DODIX). 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
DODLX vs. DODIX - Dividend Comparison
DODLX's dividend yield for the trailing twelve months is around 4.59%, more than DODIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | 4.59% | 4.73% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% |
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% |
Drawdowns
DODLX vs. DODIX - Drawdown Comparison
The maximum DODLX drawdown since its inception was -17.05%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for DODLX and DODIX. For additional features, visit the drawdowns tool.
Volatility
DODLX vs. DODIX - Volatility Comparison
The current volatility for Dodge & Cox Global Bond Fund (DODLX) is 1.99%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.25%. This indicates that DODLX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.