DOXGX vs. VEIRX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Performance
DOXGX vs. VEIRX - Performance Comparison
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DOXGX vs. VEIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -1.63% | 13.77% | 14.47% | 17.60% | -2.46% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 1.50% | 17.25% | 14.91% | 7.76% | 1.39% |
Returns By Period
In the year-to-date period, DOXGX achieves a -1.63% return, which is significantly lower than VEIRX's 1.50% return.
DOXGX
- 1D
- 2.09%
- 1M
- -5.28%
- YTD
- -1.63%
- 6M
- 0.67%
- 1Y
- 8.11%
- 3Y*
- 14.07%
- 5Y*
- —
- 10Y*
- —
VEIRX
- 1D
- 1.63%
- 1M
- -4.28%
- YTD
- 1.50%
- 6M
- 4.80%
- 1Y
- 16.06%
- 3Y*
- 14.61%
- 5Y*
- 10.79%
- 10Y*
- 11.33%
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DOXGX vs. VEIRX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Return for Risk
DOXGX vs. VEIRX — Risk / Return Rank
DOXGX
VEIRX
DOXGX vs. VEIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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 | VEIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 1.06 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.53 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.54 | -0.93 |
Martin ratioReturn relative to average drawdown | 2.53 | 6.76 | -4.23 |
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 | VEIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 1.06 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.78 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.50 | +0.16 |
Correlation
The correlation between DOXGX and VEIRX is 0.92, 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. VEIRX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 9.99%, less than VEIRX's 10.94% 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% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 10.94% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
Drawdowns
DOXGX vs. VEIRX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for DOXGX and VEIRX.
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Drawdown Indicators
| DOXGX | VEIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -54.02% | +37.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -10.96% | -1.27% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.26% | — |
Current DrawdownCurrent decline from peak | -5.34% | -5.33% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -6.54% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.49% | +0.45% |
Volatility
DOXGX vs. VEIRX - Volatility Comparison
Dodge & Cox Stock Fund (DOXGX) has a higher volatility of 4.27% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.67%. This indicates that DOXGX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXGX | VEIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 3.67% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 7.86% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 15.05% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.91% | 13.92% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.91% | 16.30% | -0.39% |