DOXGX vs. RIDAX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and The Income Fund of America Class R-1 (RIDAX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
DOXGX vs. RIDAX - Performance Comparison
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DOXGX vs. RIDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -3.64% | 13.77% | 14.47% | 17.60% | -2.46% |
RIDAX The Income Fund of America Class R-1 | 1.29% | 16.83% | 9.49% | 6.16% | -2.61% |
Returns By Period
In the year-to-date period, DOXGX achieves a -3.64% return, which is significantly lower than RIDAX's 1.29% return.
DOXGX
- 1D
- 0.25%
- 1M
- -7.28%
- YTD
- -3.64%
- 6M
- -1.20%
- 1Y
- 5.86%
- 3Y*
- 13.28%
- 5Y*
- —
- 10Y*
- —
RIDAX
- 1D
- 0.23%
- 1M
- -5.77%
- YTD
- 1.29%
- 6M
- 3.84%
- 1Y
- 13.29%
- 3Y*
- 10.98%
- 5Y*
- 7.05%
- 10Y*
- 7.35%
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DOXGX vs. RIDAX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
DOXGX vs. RIDAX — Risk / Return Rank
DOXGX
RIDAX
DOXGX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.46 | -1.13 |
Sortino ratioReturn per unit of downside risk | 0.55 | 2.01 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.30 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.58 | -1.19 |
Martin ratioReturn relative to average drawdown | 1.66 | 7.44 | -5.78 |
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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.46 | -1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.75 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.67 | -0.05 |
Correlation
The correlation between DOXGX and RIDAX is 0.88, 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. RIDAX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 10.20%, more than RIDAX's 9.14% 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% |
RIDAX The Income Fund of America Class R-1 | 9.14% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
DOXGX vs. RIDAX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum RIDAX drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for DOXGX and RIDAX.
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Drawdown Indicators
| DOXGX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -42.37% | +25.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -8.25% | -3.98% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.22% | — |
Current DrawdownCurrent decline from peak | -7.28% | -5.77% | -1.51% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -4.42% | +1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 1.76% | +1.16% |
Volatility
DOXGX vs. RIDAX - Volatility Comparison
Dodge & Cox Stock Fund (DOXGX) has a higher volatility of 3.51% compared to The Income Fund of America Class R-1 (RIDAX) at 2.91%. This indicates that DOXGX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXGX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 2.91% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 5.47% | +3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 9.48% | +6.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 9.46% | +6.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 10.67% | +5.22% |