DODWX vs. DODIX
Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and Dodge & Cox Income Fund (DODIX).
DODWX is a passively managed fund by Dodge & Cox that tracks the performance of the MSCI All Country World Index. It was launched on May 1, 2008. DODIX is managed by Dodge & Cox.
Performance
DODWX vs. DODIX - Performance Comparison
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DODWX vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | -3.29% | 25.23% | 4.74% | 20.26% | -5.83% | 20.57% | 6.01% | 23.87% | -12.76% | 21.51% |
DODIX Dodge & Cox Income Fund | -0.19% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Returns By Period
In the year-to-date period, DODWX achieves a -3.29% return, which is significantly lower than DODIX's -0.19% return. Over the past 10 years, DODWX has outperformed DODIX with an annualized return of 11.11%, while DODIX has yielded a comparatively lower 3.02% annualized return.
DODWX
- 1D
- 0.13%
- 1M
- -8.99%
- YTD
- -3.29%
- 6M
- 0.57%
- 1Y
- 14.12%
- 3Y*
- 13.23%
- 5Y*
- 9.19%
- 10Y*
- 11.11%
DODIX
- 1D
- 0.63%
- 1M
- -2.32%
- YTD
- -0.19%
- 6M
- 1.09%
- 1Y
- 5.10%
- 3Y*
- 4.90%
- 5Y*
- 1.40%
- 10Y*
- 3.02%
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DODWX vs. DODIX - Expense Ratio Comparison
DODWX has a 0.62% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Return for Risk
DODWX vs. DODIX — Risk / Return Rank
DODWX
DODIX
DODWX vs. DODIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Stock Fund Class I (DODWX) 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.
| DODWX | DODIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.15 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.65 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 2.02 | -0.99 |
Martin ratioReturn relative to average drawdown | 4.44 | 6.03 | -1.59 |
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
| DODWX | DODIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.15 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.25 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.69 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.47 | -1.15 |
Correlation
The correlation between DODWX and DODIX is -0.03. 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.
Dividends
DODWX vs. DODIX - Dividend Comparison
DODWX's dividend yield for the trailing twelve months is around 8.70%, more than DODIX's 4.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | 8.70% | 8.41% | 14.35% | 1.62% | 7.73% | 10.76% | 1.31% | 7.41% | 9.78% | 4.37% | 2.86% | 3.95% |
DODIX Dodge & Cox Income Fund | 4.29% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
Drawdowns
DODWX vs. DODIX - Drawdown Comparison
The maximum DODWX drawdown since its inception was -63.00%, which is greater than DODIX's maximum drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for DODWX and DODIX.
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Drawdown Indicators
| DODWX | DODIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.00% | -16.89% | -46.11% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -2.94% | -8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -21.78% | -16.89% | -4.89% |
Max Drawdown (10Y)Largest decline over 10 years | -41.17% | -16.89% | -24.28% |
Current DrawdownCurrent decline from peak | -8.99% | -2.32% | -6.67% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -1.50% | -8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 0.98% | +1.75% |
Volatility
DODWX vs. DODIX - Volatility Comparison
Dodge & Cox Global Stock Fund Class I (DODWX) has a higher volatility of 4.61% compared to Dodge & Cox Income Fund (DODIX) at 1.85%. This indicates that DODWX's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODWX | DODIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 1.85% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 2.80% | +5.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 4.61% | +10.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 5.52% | +12.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 4.42% | +15.20% |