Correlation
The correlation between DOXGX and DFFVX is 0.78, 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.
DOXGX vs. DFFVX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and DFA U.S. Targeted Value Portfolio (DFFVX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. DFFVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 23, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DOXGX or DFFVX.
Performance
DOXGX vs. DFFVX - Performance Comparison
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Key characteristics
DOXGX:
0.33
DFFVX:
0.01
DOXGX:
0.43
DFFVX:
0.18
DOXGX:
1.07
DFFVX:
1.02
DOXGX:
0.22
DFFVX:
0.00
DOXGX:
0.68
DFFVX:
0.00
DOXGX:
6.26%
DFFVX:
9.40%
DOXGX:
18.12%
DFFVX:
24.55%
DOXGX:
-18.98%
DFFVX:
-65.13%
DOXGX:
-8.04%
DFFVX:
-14.12%
Returns By Period
In the year-to-date period, DOXGX achieves a 2.68% return, which is significantly higher than DFFVX's -6.28% return.
DOXGX
2.68%
3.94%
-8.04%
5.39%
4.91%
N/A
N/A
DFFVX
-6.28%
5.84%
-13.41%
0.25%
4.45%
15.51%
4.75%
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DOXGX vs. DFFVX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is higher than DFFVX's 0.29% expense ratio.
Risk-Adjusted Performance
DOXGX vs. DFFVX — Risk-Adjusted Performance Rank
DOXGX
DFFVX
DOXGX vs. DFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and DFA U.S. Targeted Value Portfolio (DFFVX). 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
DOXGX vs. DFFVX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 7.36%, more than DFFVX's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 7.36% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFFVX DFA U.S. Targeted Value Portfolio | 1.62% | 1.40% | 2.26% | 5.17% | 8.12% | 1.52% | 3.81% | 5.96% | 5.58% | 4.24% | 5.85% | 5.52% |
Drawdowns
DOXGX vs. DFFVX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -18.98%, smaller than the maximum DFFVX drawdown of -65.13%. Use the drawdown chart below to compare losses from any high point for DOXGX and DFFVX.
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Volatility
DOXGX vs. DFFVX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund (DOXGX) is 4.27%, while DFA U.S. Targeted Value Portfolio (DFFVX) has a volatility of 6.74%. This indicates that DOXGX experiences smaller price fluctuations and is considered to be less risky than DFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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