DOXGX vs. ACIIX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and American Century Equity Income Fund Class I (ACIIX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
DOXGX vs. ACIIX - Performance Comparison
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DOXGX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -3.64% | 13.77% | 14.47% | 17.60% | -2.46% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -0.30% |
Returns By Period
In the year-to-date period, DOXGX achieves a -3.64% return, which is significantly lower than ACIIX's 2.73% return.
DOXGX
- 1D
- 0.25%
- 1M
- -7.28%
- YTD
- -3.64%
- 6M
- -1.20%
- 1Y
- 5.86%
- 3Y*
- 13.28%
- 5Y*
- —
- 10Y*
- —
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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DOXGX vs. ACIIX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
DOXGX vs. ACIIX — Risk / Return Rank
DOXGX
ACIIX
DOXGX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and American Century Equity Income Fund Class I (ACIIX). 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.
| DOXGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.93 | -0.60 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.35 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.11 | -0.71 |
Martin ratioReturn relative to average drawdown | 1.66 | 4.37 | -2.70 |
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
| DOXGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.93 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.09 |
Correlation
The correlation between DOXGX and ACIIX is 0.86, 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
DOXGX vs. ACIIX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 10.20%, which matches ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 10.20% | 9.96% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
DOXGX vs. ACIIX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for DOXGX and ACIIX.
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Drawdown Indicators
| DOXGX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -39.16% | +22.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -8.96% | -3.27% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.49% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.76% | — |
Current DrawdownCurrent decline from peak | -7.28% | -5.73% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -5.26% | +2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.30% | +0.62% |
Volatility
DOXGX vs. ACIIX - Volatility Comparison
Dodge & Cox Stock Fund (DOXGX) has a higher volatility of 3.51% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that DOXGX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXGX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 2.76% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 6.05% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 11.61% | +4.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 10.74% | +5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 13.37% | +2.52% |