DODLX vs. SAXIX
Compare and contrast key facts about Dodge & Cox Global Bond Fund (DODLX) and SA Global Fixed Income Fund (SAXIX).
DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014. SAXIX is managed by SA Funds. It was launched on Jul 28, 1999.
Performance
DODLX vs. SAXIX - Performance Comparison
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DODLX vs. SAXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | -0.21% | 11.51% | 0.55% | 12.30% | -8.21% | -0.85% | 11.87% | 12.23% | -1.45% | 8.31% |
SAXIX SA Global Fixed Income Fund | 0.35% | 4.87% | 5.33% | 4.55% | -6.79% | -1.59% | 0.89% | 3.40% | 1.17% | 1.17% |
Returns By Period
In the year-to-date period, DODLX achieves a -0.21% return, which is significantly lower than SAXIX's 0.35% return. Over the past 10 years, DODLX has outperformed SAXIX with an annualized return of 4.88%, while SAXIX has yielded a comparatively lower 1.21% annualized return.
DODLX
- 1D
- 0.45%
- 1M
- -2.29%
- YTD
- -0.21%
- 6M
- 0.57%
- 1Y
- 6.83%
- 3Y*
- 6.69%
- 5Y*
- 3.17%
- 10Y*
- 4.88%
SAXIX
- 1D
- 0.23%
- 1M
- -0.80%
- YTD
- 0.35%
- 6M
- 0.72%
- 1Y
- 3.45%
- 3Y*
- 4.58%
- 5Y*
- 1.27%
- 10Y*
- 1.21%
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DODLX vs. SAXIX - Expense Ratio Comparison
DODLX has a 0.45% expense ratio, which is lower than SAXIX's 0.71% expense ratio.
Return for Risk
DODLX vs. SAXIX — Risk / Return Rank
DODLX
SAXIX
DODLX vs. SAXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Bond Fund (DODLX) and SA Global Fixed Income Fund (SAXIX). 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.
| DODLX | SAXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.76 | -0.13 |
Sortino ratioReturn per unit of downside risk | 2.31 | 2.66 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.37 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.84 | -0.81 |
Martin ratioReturn relative to average drawdown | 8.00 | 10.18 | -2.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODLX | SAXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.76 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.48 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | 0.59 | +0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.64 | +0.14 |
Correlation
The correlation between DODLX and SAXIX is 0.35, 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.
Dividends
DODLX vs. SAXIX - Dividend Comparison
DODLX's dividend yield for the trailing twelve months is around 4.09%, less than SAXIX's 4.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | 4.09% | 4.07% | 4.73% | 3.31% | 5.05% | 3.86% | 2.66% | 3.40% | 5.19% | 2.45% | 1.69% | 0.00% |
SAXIX SA Global Fixed Income Fund | 4.83% | 4.85% | 6.01% | 0.00% | 3.58% | 0.00% | 2.16% | 2.83% | 2.11% | 0.85% | 1.25% | 0.80% |
Drawdowns
DODLX vs. SAXIX - Drawdown Comparison
The maximum DODLX drawdown since its inception was -16.30%, which is greater than SAXIX's maximum drawdown of -9.94%. Use the drawdown chart below to compare losses from any high point for DODLX and SAXIX.
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Drawdown Indicators
| DODLX | SAXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.30% | -9.94% | -6.36% |
Max Drawdown (1Y)Largest decline over 1 year | -3.67% | -1.59% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -16.30% | -9.94% | -6.36% |
Max Drawdown (10Y)Largest decline over 10 years | -16.30% | -9.94% | -6.36% |
Current DrawdownCurrent decline from peak | -2.88% | -1.14% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -1.92% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.44% | +0.49% |
Volatility
DODLX vs. SAXIX - Volatility Comparison
Dodge & Cox Global Bond Fund (DODLX) has a higher volatility of 2.02% compared to SA Global Fixed Income Fund (SAXIX) at 0.84%. This indicates that DODLX's price experiences larger fluctuations and is considered to be riskier than SAXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODLX | SAXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 0.84% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 1.32% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 2.37% | +2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.17% | 2.70% | +2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.77% | 2.07% | +2.70% |