DOXFX vs. SWISX
Compare and contrast key facts about Dodge & Cox International Stock X (DOXFX) and Schwab International Index Fund (SWISX).
DOXFX is managed by Dodge & Cox. It was launched on Jan 5, 2001. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Performance
DOXFX vs. SWISX - Performance Comparison
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DOXFX vs. SWISX - 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% |
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -1.37% |
Returns By Period
In the year-to-date period, DOXFX achieves a -1.76% return, which is significantly higher than SWISX's -1.95% return.
DOXFX
- 1D
- -0.12%
- 1M
- -10.86%
- YTD
- -1.76%
- 6M
- 3.40%
- 1Y
- 24.39%
- 3Y*
- 15.94%
- 5Y*
- —
- 10Y*
- —
SWISX
- 1D
- 0.32%
- 1M
- -10.91%
- YTD
- -1.95%
- 6M
- 2.32%
- 1Y
- 19.51%
- 3Y*
- 13.26%
- 5Y*
- 7.79%
- 10Y*
- 8.51%
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DOXFX vs. SWISX - Expense Ratio Comparison
DOXFX has a 0.52% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Return for Risk
DOXFX vs. SWISX — Risk / Return Rank
DOXFX
SWISX
DOXFX vs. SWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock X (DOXFX) and Schwab International Index Fund (SWISX). 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 | SWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.08 | +0.49 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.52 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.22 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.51 | +0.35 |
Martin ratioReturn relative to average drawdown | 7.32 | 5.81 | +1.51 |
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 | SWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.08 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.49 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.20 | 0.29 | +0.91 |
Correlation
The correlation between DOXFX and SWISX is 0.89, 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. SWISX - Dividend Comparison
DOXFX's dividend yield for the trailing twelve months is around 5.24%, more than SWISX's 3.62% 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% |
SWISX Schwab International Index Fund | 3.62% | 3.55% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% |
Drawdowns
DOXFX vs. SWISX - Drawdown Comparison
The maximum DOXFX drawdown since its inception was -14.41%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for DOXFX and SWISX.
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Drawdown Indicators
| DOXFX | SWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.41% | -60.65% | +46.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -11.39% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.83% | — |
Current DrawdownCurrent decline from peak | -10.86% | -10.91% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -2.75% | -14.88% | +12.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.97% | +0.03% |
Volatility
DOXFX vs. SWISX - Volatility Comparison
The current volatility for Dodge & Cox International Stock X (DOXFX) is 6.48%, while Schwab International Index Fund (SWISX) has a volatility of 7.16%. This indicates that DOXFX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXFX | SWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 7.16% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 10.88% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 17.01% | -2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 16.06% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 16.79% | -3.04% |