DODWX vs. VTWAX
Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX).
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. VTWAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODWX or VTWAX.
Correlation
The correlation between DODWX and VTWAX is 0.90, 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.
Performance
DODWX vs. VTWAX - Performance Comparison
Key characteristics
DODWX:
-0.47
VTWAX:
1.34
DODWX:
-0.43
VTWAX:
1.85
DODWX:
0.91
VTWAX:
1.24
DODWX:
-0.42
VTWAX:
1.95
DODWX:
-2.08
VTWAX:
8.23
DODWX:
4.05%
VTWAX:
1.91%
DODWX:
18.14%
VTWAX:
11.79%
DODWX:
-62.73%
VTWAX:
-34.20%
DODWX:
-19.57%
VTWAX:
-4.31%
Returns By Period
In the year-to-date period, DODWX achieves a -8.24% return, which is significantly lower than VTWAX's 15.94% return.
DODWX
-8.24%
-17.13%
-12.86%
-8.24%
2.79%
3.02%
VTWAX
15.94%
-3.29%
4.87%
15.94%
9.84%
N/A
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DODWX vs. VTWAX - Expense Ratio Comparison
DODWX has a 0.62% expense ratio, which is higher than VTWAX's 0.10% expense ratio.
Risk-Adjusted Performance
DODWX vs. VTWAX - 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 Total World Stock Index Fund Admiral Shares (VTWAX). 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.
Dividends
DODWX vs. VTWAX - Dividend Comparison
DODWX has not paid dividends to shareholders, while VTWAX's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | 0.00% | 1.62% | 1.69% | 1.89% | 1.31% | 2.67% | 2.30% | 0.96% | 1.18% | 1.78% | 1.30% | 1.42% |
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.18% | 2.06% | 2.16% | 1.79% | 1.64% | 2.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODWX vs. VTWAX - Drawdown Comparison
The maximum DODWX drawdown since its inception was -62.73%, which is greater than VTWAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for DODWX and VTWAX. For additional features, visit the drawdowns tool.
Volatility
DODWX vs. VTWAX - Volatility Comparison
Dodge & Cox Global Stock Fund Class I (DODWX) has a higher volatility of 15.83% compared to Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) at 3.60%. This indicates that DODWX's price experiences larger fluctuations and is considered to be riskier than VTWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.