DOXGX vs. DODWX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and Dodge & Cox Global Stock Fund Class I (DODWX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. 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.
Performance
DOXGX vs. DODWX - Performance Comparison
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DOXGX vs. DODWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -1.63% | 13.77% | 14.47% | 17.60% | -2.46% |
DODWX Dodge & Cox Global Stock Fund Class I | -1.01% | 25.23% | 4.74% | 20.26% | -3.35% |
Returns By Period
In the year-to-date period, DOXGX achieves a -1.63% return, which is significantly lower than DODWX's -1.01% return.
DOXGX
- 1D
- 2.09%
- 1M
- -5.28%
- YTD
- -1.63%
- 6M
- 0.67%
- 1Y
- 8.11%
- 3Y*
- 14.07%
- 5Y*
- —
- 10Y*
- —
DODWX
- 1D
- 2.35%
- 1M
- -6.23%
- YTD
- -1.01%
- 6M
- 2.20%
- 1Y
- 16.57%
- 3Y*
- 14.12%
- 5Y*
- 9.50%
- 10Y*
- 11.37%
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DOXGX vs. DODWX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is lower than DODWX's 0.62% expense ratio.
Return for Risk
DOXGX vs. DODWX — Risk / Return Rank
DOXGX
DODWX
DOXGX vs. DODWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) 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.
| DOXGX | DODWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 1.12 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.56 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.40 | -0.80 |
Martin ratioReturn relative to average drawdown | 2.53 | 5.97 | -3.44 |
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 | DODWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 1.12 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.52 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.33 | +0.32 |
Correlation
The correlation between DOXGX and DODWX is 0.91, 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. DODWX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 9.99%, more than DODWX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 9.99% | 9.96% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODWX Dodge & Cox Global Stock Fund Class I | 8.50% | 8.41% | 14.35% | 1.62% | 7.73% | 10.76% | 1.31% | 7.41% | 9.78% | 4.37% | 2.86% | 3.95% |
Drawdowns
DOXGX vs. DODWX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum DODWX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for DOXGX and DODWX.
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Drawdown Indicators
| DOXGX | DODWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -63.00% | +46.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -11.75% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.17% | — |
Current DrawdownCurrent decline from peak | -5.34% | -6.85% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -9.93% | +6.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.76% | +0.18% |
Volatility
DOXGX vs. DODWX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund (DOXGX) is 4.27%, while Dodge & Cox Global Stock Fund Class I (DODWX) has a volatility of 5.37%. This indicates that DOXGX 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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Volatility by Period
| DOXGX | DODWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 5.37% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 8.91% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 15.08% | +1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.91% | 18.24% | -2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.91% | 19.63% | -3.72% |