DOXFX vs. EPDIX
Compare and contrast key facts about Dodge & Cox International Stock X (DOXFX) and EuroPac International Dividend Income Fund (EPDIX).
DOXFX is managed by Dodge & Cox. It was launched on Jan 5, 2001. EPDIX is managed by Euro Pacific Asset Management. It was launched on Jan 9, 2014.
Performance
DOXFX vs. EPDIX - Performance Comparison
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DOXFX vs. EPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXFX Dodge & Cox International Stock X | -1.76% | 38.90% | 3.85% | 16.81% | -0.58% |
EPDIX EuroPac International Dividend Income Fund | 5.87% | 62.35% | 0.87% | 7.85% | 0.67% |
Returns By Period
In the year-to-date period, DOXFX achieves a -1.76% return, which is significantly lower than EPDIX's 5.87% return.
DOXFX
- 1D
- -0.12%
- 1M
- -10.86%
- YTD
- -1.76%
- 6M
- 3.40%
- 1Y
- 24.39%
- 3Y*
- 15.94%
- 5Y*
- —
- 10Y*
- —
EPDIX
- 1D
- 0.07%
- 1M
- -9.48%
- YTD
- 5.87%
- 6M
- 16.80%
- 1Y
- 44.92%
- 3Y*
- 20.84%
- 5Y*
- 14.71%
- 10Y*
- 9.85%
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DOXFX vs. EPDIX - Expense Ratio Comparison
DOXFX has a 0.52% expense ratio, which is lower than EPDIX's 1.25% expense ratio.
Return for Risk
DOXFX vs. EPDIX — Risk / Return Rank
DOXFX
EPDIX
DOXFX vs. EPDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock X (DOXFX) and EuroPac International Dividend Income Fund (EPDIX). 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.
| DOXFX | EPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 2.80 | -1.23 |
Sortino ratioReturn per unit of downside risk | 2.03 | 3.33 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.54 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 4.08 | -2.21 |
Martin ratioReturn relative to average drawdown | 7.32 | 16.78 | -9.46 |
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
| DOXFX | EPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 2.80 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.06 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.20 | 0.46 | +0.74 |
Correlation
The correlation between DOXFX and EPDIX is 0.74, 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
DOXFX vs. EPDIX - Dividend Comparison
DOXFX's dividend yield for the trailing twelve months is around 5.24%, less than EPDIX's 6.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXFX Dodge & Cox International Stock X | 5.24% | 5.15% | 2.36% | 2.38% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EPDIX EuroPac International Dividend Income Fund | 6.72% | 7.71% | 4.09% | 3.32% | 2.81% | 2.31% | 1.92% | 2.68% | 3.00% | 2.93% | 2.47% | 3.88% |
Drawdowns
DOXFX vs. EPDIX - Drawdown Comparison
The maximum DOXFX drawdown since its inception was -14.41%, smaller than the maximum EPDIX drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for DOXFX and EPDIX.
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Drawdown Indicators
| DOXFX | EPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.41% | -38.23% | +23.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -10.92% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.98% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.84% | — |
Current DrawdownCurrent decline from peak | -10.86% | -9.48% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -2.75% | -10.88% | +8.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.65% | +0.35% |
Volatility
DOXFX vs. EPDIX - Volatility Comparison
Dodge & Cox International Stock X (DOXFX) and EuroPac International Dividend Income Fund (EPDIX) have volatilities of 6.48% and 6.47%, 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.
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Volatility by Period
| DOXFX | EPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 6.47% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 11.36% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 16.09% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 14.01% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 14.86% | -1.11% |