DODLX vs. SWAGX
Compare and contrast key facts about Dodge & Cox Global Bond Fund (DODLX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODLX or SWAGX.
Correlation
The correlation between DODLX and SWAGX is -0.01. 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
DODLX vs. SWAGX - Performance Comparison
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Key characteristics
DODLX:
1.07
SWAGX:
0.84
DODLX:
1.77
SWAGX:
1.37
DODLX:
1.22
SWAGX:
1.16
DODLX:
1.03
SWAGX:
0.39
DODLX:
2.53
SWAGX:
2.30
DODLX:
2.51%
SWAGX:
2.16%
DODLX:
5.24%
SWAGX:
5.40%
DODLX:
-17.05%
SWAGX:
-18.84%
DODLX:
-0.70%
SWAGX:
-7.58%
Returns By Period
In the year-to-date period, DODLX achieves a 4.77% return, which is significantly higher than SWAGX's 1.80% return.
DODLX
4.77%
0.92%
3.61%
5.78%
3.82%
3.70%
SWAGX
1.80%
0.00%
1.90%
4.74%
-0.91%
N/A
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DODLX vs. SWAGX - Expense Ratio Comparison
DODLX has a 0.45% expense ratio, which is higher than SWAGX's 0.04% expense ratio.
Risk-Adjusted Performance
DODLX vs. SWAGX — Risk-Adjusted Performance Rank
DODLX
SWAGX
DODLX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Bond Fund (DODLX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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. SWAGX - Dividend Comparison
DODLX's dividend yield for the trailing twelve months is around 4.60%, more than SWAGX's 3.98% 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% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.98% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODLX vs. SWAGX - Drawdown Comparison
The maximum DODLX drawdown since its inception was -17.05%, smaller than the maximum SWAGX drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for DODLX and SWAGX. For additional features, visit the drawdowns tool.
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Volatility
DODLX vs. SWAGX - Volatility Comparison
The current volatility for Dodge & Cox Global Bond Fund (DODLX) is 1.37%, while Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a volatility of 1.58%. This indicates that DODLX experiences smaller price fluctuations and is considered to be less risky than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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