DODWX vs. DOXIX
Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and Dodge & Cox Income Fund Class X (DOXIX).
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. DOXIX is an actively managed fund by Dodge & Cox. It was launched on May 2, 2022.
Performance
DODWX vs. DOXIX - Performance Comparison
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DODWX vs. DOXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | -3.29% | 25.23% | 4.74% | 20.26% | -3.35% |
DOXIX Dodge & Cox Income Fund Class X | -0.17% | 8.39% | 2.33% | 7.75% | -2.35% |
Returns By Period
In the year-to-date period, DODWX achieves a -3.29% return, which is significantly lower than DOXIX's -0.17% 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%
DOXIX
- 1D
- 0.63%
- 1M
- -2.30%
- YTD
- -0.17%
- 6M
- 1.13%
- 1Y
- 5.17%
- 3Y*
- 4.97%
- 5Y*
- —
- 10Y*
- —
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DODWX vs. DOXIX - Expense Ratio Comparison
DODWX has a 0.62% expense ratio, which is higher than DOXIX's 0.33% expense ratio.
Return for Risk
DODWX vs. DOXIX — Risk / Return Rank
DODWX
DOXIX
DODWX vs. DOXIX - 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 Class X (DOXIX). 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 | DOXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.18 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.68 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 2.06 | -1.03 |
Martin ratioReturn relative to average drawdown | 4.44 | 6.15 | -1.71 |
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 | DOXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.18 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.68 | -0.35 |
Correlation
The correlation between DODWX and DOXIX is 0.26, 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
DODWX vs. DOXIX - Dividend Comparison
DODWX's dividend yield for the trailing twelve months is around 8.70%, more than DOXIX's 4.36% 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% |
DOXIX Dodge & Cox Income Fund Class X | 4.36% | 4.30% | 4.32% | 3.92% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODWX vs. DOXIX - Drawdown Comparison
The maximum DODWX drawdown since its inception was -63.00%, which is greater than DOXIX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for DODWX and DOXIX.
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Drawdown Indicators
| DODWX | DOXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.00% | -8.83% | -54.17% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -2.92% | -8.83% |
Max Drawdown (5Y)Largest decline over 5 years | -21.78% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.17% | — | — |
Current DrawdownCurrent decline from peak | -8.99% | -2.30% | -6.69% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -1.87% | -8.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 0.98% | +1.75% |
Volatility
DODWX vs. DOXIX - Volatility Comparison
Dodge & Cox Global Stock Fund Class I (DODWX) has a higher volatility of 4.61% compared to Dodge & Cox Income Fund Class X (DOXIX) at 1.80%. This indicates that DODWX's price experiences larger fluctuations and is considered to be riskier than DOXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODWX | DOXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 1.80% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 2.76% | +5.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 4.57% | +10.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 5.92% | +12.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 5.92% | +13.70% |