Correlation
The correlation between DOXFX and DODWX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
DOXFX vs. DODWX
Compare and contrast key facts about Dodge & Cox International Stock X (DOXFX) and Dodge & Cox Global Stock Fund Class I (DODWX).
DOXFX is managed by Dodge & Cox. It was launched on Jan 5, 2001. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DOXFX or DODWX.
Performance
DOXFX vs. DODWX - Performance Comparison
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Key characteristics
DOXFX:
1.08
DODWX:
-0.09
DOXFX:
1.33
DODWX:
-0.08
DOXFX:
1.18
DODWX:
0.98
DOXFX:
1.03
DODWX:
-0.15
DOXFX:
3.07
DODWX:
-0.35
DOXFX:
4.82%
DODWX:
9.56%
DOXFX:
15.82%
DODWX:
20.09%
DOXFX:
-19.24%
DODWX:
-62.73%
DOXFX:
-0.30%
DODWX:
-9.13%
Returns By Period
In the year-to-date period, DOXFX achieves a 18.84% return, which is significantly higher than DODWX's 10.80% return.
DOXFX
18.84%
6.14%
15.10%
16.92%
10.73%
N/A
N/A
DODWX
10.80%
5.41%
-6.20%
-1.74%
5.04%
13.47%
7.37%
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DOXFX vs. DODWX - Expense Ratio Comparison
DOXFX has a 0.52% expense ratio, which is lower than DODWX's 0.62% expense ratio.
Risk-Adjusted Performance
DOXFX vs. DODWX — Risk-Adjusted Performance Rank
DOXFX
DODWX
DOXFX vs. DODWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock X (DOXFX) and Dodge & Cox Global Stock Fund Class I (DODWX). 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
DOXFX vs. DODWX - Dividend Comparison
DOXFX's dividend yield for the trailing twelve months is around 1.98%, less than DODWX's 12.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXFX Dodge & Cox International Stock X | 1.98% | 2.36% | 2.38% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODWX Dodge & Cox Global Stock Fund Class I | 12.95% | 14.35% | 1.62% | 7.73% | 10.76% | 1.31% | 7.41% | 9.78% | 4.37% | 2.86% | 5.73% | 3.80% |
Drawdowns
DOXFX vs. DODWX - Drawdown Comparison
The maximum DOXFX drawdown since its inception was -19.24%, smaller than the maximum DODWX drawdown of -62.73%. Use the drawdown chart below to compare losses from any high point for DOXFX and DODWX.
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Volatility
DOXFX vs. DODWX - Volatility Comparison
The current volatility for Dodge & Cox International Stock X (DOXFX) is 2.89%, while Dodge & Cox Global Stock Fund Class I (DODWX) has a volatility of 3.44%. This indicates that DOXFX experiences smaller price fluctuations and is considered to be less risky than DODWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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