DODWX vs. VFIAX
Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
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. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODWX or VFIAX.
Correlation
The correlation between DODWX and VFIAX is 0.40, 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.
Performance
DODWX vs. VFIAX - Performance Comparison
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Key characteristics
DODWX:
6.60%
VFIAX:
19.36%
DODWX:
-0.48%
VFIAX:
-55.20%
DODWX:
0.00%
VFIAX:
-7.63%
Returns By Period
DODWX
N/A
N/A
N/A
N/A
N/A
N/A
VFIAX
-3.36%
5.60%
-4.99%
9.78%
16.36%
12.30%
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DODWX vs. VFIAX - Expense Ratio Comparison
DODWX has a 0.62% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
DODWX vs. VFIAX — Risk-Adjusted Performance Rank
DODWX
VFIAX
DODWX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
DODWX vs. VFIAX - Dividend Comparison
DODWX's dividend yield for the trailing twelve months is around 1.95%, more than VFIAX's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | 1.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.33% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DODWX vs. VFIAX - Drawdown Comparison
The maximum DODWX drawdown since its inception was -0.48%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DODWX and VFIAX. For additional features, visit the drawdowns tool.
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Volatility
DODWX vs. VFIAX - Volatility Comparison
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