DOXGX vs. DOXIX
DOXGX (Dodge & Cox Stock Fund) and DOXIX (Dodge & Cox Income Fund Class X) are both mutual funds - DOXGX is a Large Cap Value Equities fund managed by Dodge & Cox, while DOXIX is a Intermediate Core-Plus Bond fund actively managed by Dodge & Cox. Over the past 3 years, DOXGX returned 15.15%/yr vs 5.33%/yr for DOXIX. At a 0.23 correlation, their price movements are largely independent. DOXGX charges 0.41%/yr vs 0.33%/yr for DOXIX.
Performance
DOXGX vs. DOXIX - Performance Comparison
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Returns By Period
In the year-to-date period, DOXGX achieves a 3.02% return, which is significantly higher than DOXIX's 0.53% return.
DOXGX
- 1D
- -0.59%
- 1M
- 0.12%
- YTD
- 3.02%
- 6M
- 5.20%
- 1Y
- 12.66%
- 3Y*
- 15.15%
- 5Y*
- —
- 10Y*
- —
DOXIX
- 1D
- 0.08%
- 1M
- 0.55%
- YTD
- 0.53%
- 6M
- 0.51%
- 1Y
- 6.50%
- 3Y*
- 5.33%
- 5Y*
- —
- 10Y*
- —
DOXGX vs. DOXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 3.02% | 13.77% | 14.47% | 17.60% | -2.46% |
DOXIX Dodge & Cox Income Fund Class X | 0.53% | 8.39% | 2.33% | 7.75% | -2.35% |
Correlation
The correlation between DOXGX and DOXIX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.23 |
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Return for Risk
DOXGX vs. DOXIX — Risk / Return Rank
DOXGX
DOXIX
DOXGX vs. DOXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and Dodge & Cox Income Fund Class X (DOXIX). 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 | DOXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.07 | -0.34 |
| Martin ratioReturn relative to average drawdown | 6.13 | 6.39 | -0.26 |
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 | DOXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.61 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.69 | +0.03 |
Drawdowns
DOXGX vs. DOXIX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, which is greater than DOXIX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for DOXGX and DOXIX.
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Drawdown Indicators
| DOXGX | DOXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -8.83% | -7.64% |
Max Drawdown (1Y)Largest decline over 1 year | -7.51% | -3.15% | -4.36% |
Max Drawdown (3Y)Largest decline over 3 years | -14.88% | -5.66% | -9.22% |
Current DrawdownCurrent decline from peak | -1.46% | -1.61% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -3.16% | -1.86% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.02% | +1.10% |
Volatility
DOXGX vs. DOXIX - Volatility Comparison
Dodge & Cox Stock Fund (DOXGX) has a higher volatility of 2.28% compared to Dodge & Cox Income Fund Class X (DOXIX) at 1.42%. This indicates that DOXGX's price experiences larger fluctuations and is considered to be riskier than DOXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXGX | DOXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.28% | 1.42% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 2.94% | +5.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.08% | 4.05% | +7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 5.85% | +9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 5.85% | +9.85% |
DOXGX vs. DOXIX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is higher than DOXIX's 0.33% expense ratio.
Dividends
DOXGX vs. DOXIX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 9.54%, more than DOXIX's 4.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 9.54% | 9.96% | 8.30% | 3.86% | 4.50% |
DOXIX Dodge & Cox Income Fund Class X | 4.33% | 4.30% | 4.32% | 3.92% | 2.30% |
Frequently Asked Questions
DOXGX and DOXIX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DOXGX has higher volatility (2.28%) compared to DOXIX (1.42%). In terms of maximum drawdown, DOXGX dropped -16.47% vs DOXIX's -8.83%.
DOXIX currently has the higher Sharpe Ratio (1.61 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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