DOXGX vs. LTEBX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and American Funds Limited Term Tax-Exempt Bond Fund (LTEBX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. LTEBX is managed by American Funds. It was launched on Oct 5, 1993.
Performance
DOXGX vs. LTEBX - Performance Comparison
Loading graphics...
DOXGX vs. LTEBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -1.63% | 13.77% | 14.47% | 17.60% | -2.46% |
LTEBX American Funds Limited Term Tax-Exempt Bond Fund | -0.24% | 6.02% | 1.97% | 3.82% | 0.73% |
Returns By Period
In the year-to-date period, DOXGX achieves a -1.63% return, which is significantly lower than LTEBX's -0.24% return.
DOXGX
- 1D
- 2.09%
- 1M
- -5.28%
- YTD
- -1.63%
- 6M
- 0.67%
- 1Y
- 8.11%
- 3Y*
- 14.07%
- 5Y*
- —
- 10Y*
- —
LTEBX
- 1D
- 0.19%
- 1M
- -1.83%
- YTD
- -0.24%
- 6M
- 0.63%
- 1Y
- 4.04%
- 3Y*
- 3.28%
- 5Y*
- 1.27%
- 10Y*
- 1.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DOXGX vs. LTEBX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is lower than LTEBX's 0.57% expense ratio.
Return for Risk
DOXGX vs. LTEBX — Risk / Return Rank
DOXGX
LTEBX
DOXGX vs. LTEBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and American Funds Limited Term Tax-Exempt Bond Fund (LTEBX). 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 | LTEBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 1.50 | -1.01 |
Sortino ratioReturn per unit of downside risk | 0.79 | 2.00 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.43 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.71 | -1.10 |
Martin ratioReturn relative to average drawdown | 2.53 | 6.81 | -4.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DOXGX | LTEBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 1.50 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.56 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 1.47 | -0.81 |
Correlation
The correlation between DOXGX and LTEBX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DOXGX vs. LTEBX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 9.99%, more than LTEBX's 2.59% 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% |
LTEBX American Funds Limited Term Tax-Exempt Bond Fund | 2.59% | 3.39% | 2.34% | 1.74% | 0.87% | 1.24% | 1.92% | 2.19% | 2.04% | 2.21% | 1.92% | 2.34% |
Drawdowns
DOXGX vs. LTEBX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, which is greater than LTEBX's maximum drawdown of -8.33%. Use the drawdown chart below to compare losses from any high point for DOXGX and LTEBX.
Loading graphics...
Drawdown Indicators
| DOXGX | LTEBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -8.33% | -8.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -2.91% | -9.32% |
Max Drawdown (5Y)Largest decline over 5 years | — | -8.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.33% | — |
Current DrawdownCurrent decline from peak | -5.34% | -2.08% | -3.26% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -1.05% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 0.73% | +2.21% |
Volatility
DOXGX vs. LTEBX - Volatility Comparison
Dodge & Cox Stock Fund (DOXGX) has a higher volatility of 4.27% compared to American Funds Limited Term Tax-Exempt Bond Fund (LTEBX) at 0.82%. This indicates that DOXGX's price experiences larger fluctuations and is considered to be riskier than LTEBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DOXGX | LTEBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 0.82% | +3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 1.24% | +7.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 2.94% | +13.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.91% | 2.28% | +13.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.91% | 2.33% | +13.58% |