DODWX vs. IE00BFPM9N11.EUFUND

Last updated Apr 2, 2026

Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND).

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. IE00BFPM9N11.EUFUND is managed by Vanguard. It was launched on Dec 10, 2002.

Performance

DODWX vs. IE00BFPM9N11.EUFUND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND). The values are adjusted to include any dividend payments, if applicable.

DODWX vs. IE00BFPM9N11.EUFUND - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DODWX Dodge & Cox Global Stock Fund Class I	-1.01%	25.23%	4.74%	20.26%	-5.83%	20.57%	6.01%	23.87%	-12.76%	21.51%
IE00BFPM9N11.EUFUND Vanguard Global Stock Index Fund Institutional Plus EUR Acc	-3.33%	21.06%	18.76%	23.41%	-18.03%	22.14%	15.74%	27.50%	-8.63%	22.67%

Different Trading Currencies

DODWX is traded in USD, while IE00BFPM9N11.EUFUND is traded in EUR. To make them comparable, the IE00BFPM9N11.EUFUND values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, DODWX achieves a -1.01% return, which is significantly higher than IE00BFPM9N11.EUFUND's -3.33% return. Both investments have delivered pretty close results over the past 10 years, with DODWX having a 11.37% annualized return and IE00BFPM9N11.EUFUND not far ahead at 11.82%.

DODWX

• 1D: 2.35%
• 1M: -6.23%
• YTD: -1.01%
• 6M: 2.20%
• 1Y: 16.57%
• 3Y*: 14.12%
• 5Y*: 9.50%
• 10Y*: 11.37%

IE00BFPM9N11.EUFUND

• 1D: 2.59%
• 1M: -5.70%
• YTD: -3.33%
• 6M: -0.58%
• 1Y: 18.69%
• 3Y*: 16.92%
• 5Y*: 10.07%
• 10Y*: 11.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DODWX vs. IE00BFPM9N11.EUFUND - Expense Ratio Comparison

DODWX has a 0.62% expense ratio, which is higher than IE00BFPM9N11.EUFUND's 0.11% expense ratio.

DODWX

Dodge & Cox Global Stock Fund Class I

IE00BFPM9N11.EUFUND

Vanguard Global Stock Index Fund Institutional Plus EUR Acc

Return for Risk

DODWX vs. IE00BFPM9N11.EUFUND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DODWX

DODWX Risk / Return Rank: 58
DODWX Sharpe Ratio Rank: 59
DODWX Sortino Ratio Rank: 56
DODWX Omega Ratio Rank: 56
DODWX Calmar Ratio Rank: 56
DODWX Martin Ratio Rank: 60

IE00BFPM9N11.EUFUND

IE00BFPM9N11.EUFUND Risk / Return Rank: 55
IE00BFPM9N11.EUFUND Sharpe Ratio Rank: 28
IE00BFPM9N11.EUFUND Sortino Ratio Rank: 25
IE00BFPM9N11.EUFUND Omega Ratio Rank: 31
IE00BFPM9N11.EUFUND Calmar Ratio Rank: 96
IE00BFPM9N11.EUFUND Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DODWX vs. IE00BFPM9N11.EUFUND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND). 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	IE00BFPM9N11.EUFUND	Difference
Sharpe ratio Return per unit of total volatility	1.12	1.29	-0.17
Sortino ratio Return per unit of downside risk	1.56	1.77	-0.20
Omega ratio Gain probability vs. loss probability	1.23	1.26	-0.03
Calmar ratio Return relative to maximum drawdown	1.40	3.55	-2.15
Martin ratio Return relative to average drawdown	5.97	17.00	-11.03
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DODWX vs. IE00BFPM9N11.EUFUND - Sharpe Ratio Comparison

The current DODWX Sharpe Ratio is 1.12, which is comparable to the IE00BFPM9N11.EUFUND Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of DODWX and IE00BFPM9N11.EUFUND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DODWX	IE00BFPM9N11.EUFUND	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.12	1.29	-0.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.52	0.64	-0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.58	0.73	-0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.64	-0.31

Correlation

The correlation between DODWX and IE00BFPM9N11.EUFUND is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

DODWX vs. IE00BFPM9N11.EUFUND - Dividend Comparison

DODWX's dividend yield for the trailing twelve months is around 8.50%, while IE00BFPM9N11.EUFUND has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DODWX Dodge & Cox Global Stock Fund Class I	8.50%	8.41%	14.35%	1.62%	7.73%	10.76%	1.31%	7.41%	9.78%	4.37%	2.86%	3.95%
IE00BFPM9N11.EUFUND Vanguard Global Stock Index Fund Institutional Plus EUR Acc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

DODWX vs. IE00BFPM9N11.EUFUND - Drawdown Comparison

The maximum DODWX drawdown since its inception was -63.00%, which is greater than IE00BFPM9N11.EUFUND's maximum drawdown of -34.23%. Use the drawdown chart below to compare losses from any high point for DODWX and IE00BFPM9N11.EUFUND.

Drawdown Indicators

	DODWX	IE00BFPM9N11.EUFUND	Difference
Max Drawdown Largest peak-to-trough decline	-63.00%	-33.75%	-29.25%
Max Drawdown (1Y) Largest decline over 1 year	-11.75%	-11.81%	+0.06%
Max Drawdown (5Y) Largest decline over 5 years	-21.78%	-20.29%	-1.49%
Max Drawdown (10Y) Largest decline over 10 years	-41.17%	-33.75%	-7.42%
Current Drawdown Current decline from peak	-6.85%	-4.81%	-2.04%
Average Drawdown Average peak-to-trough decline	-9.93%	-4.40%	-5.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.76%	1.67%	+1.09%

Volatility

DODWX vs. IE00BFPM9N11.EUFUND - Volatility Comparison

Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) have volatilities of 5.37% and 5.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DODWX	IE00BFPM9N11.EUFUND	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.37%	5.21%	+0.16%
Volatility (6M) Calculated over the trailing 6-month period	8.91%	8.89%	+0.02%
Volatility (1Y) Calculated over the trailing 1-year period	15.08%	14.45%	+0.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.24%	15.38%	+2.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.63%	15.87%	+3.76%