DOXGX vs. VINIX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Performance
DOXGX vs. VINIX - Performance Comparison
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DOXGX vs. VINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -3.64% | 13.77% | 14.47% | 17.60% | -2.46% |
VINIX Vanguard Institutional Index Fund Institutional Shares | -7.06% | 17.85% | 26.28% | 25.77% | -6.99% |
Returns By Period
In the year-to-date period, DOXGX achieves a -3.64% return, which is significantly higher than VINIX's -7.06% return.
DOXGX
- 1D
- 0.25%
- 1M
- -7.28%
- YTD
- -3.64%
- 6M
- -1.20%
- 1Y
- 5.86%
- 3Y*
- 13.28%
- 5Y*
- —
- 10Y*
- —
VINIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.60%
- 1Y
- 14.42%
- 3Y*
- 17.55%
- 5Y*
- 11.53%
- 10Y*
- 13.80%
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DOXGX vs. VINIX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Return for Risk
DOXGX vs. VINIX — Risk / Return Rank
DOXGX
VINIX
DOXGX vs. VINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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 | VINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.84 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.30 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.06 | -0.66 |
Martin ratioReturn relative to average drawdown | 1.66 | 5.13 | -3.47 |
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 | VINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.84 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.69 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.58 | +0.03 |
Correlation
The correlation between DOXGX and VINIX is 0.83, 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. VINIX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 10.20%, more than VINIX's 2.88% 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% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.88% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
Drawdowns
DOXGX vs. VINIX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DOXGX and VINIX.
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Drawdown Indicators
| DOXGX | VINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -55.19% | +38.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -12.12% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.51% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -7.28% | -8.90% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -8.56% | +5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.49% | +0.43% |
Volatility
DOXGX vs. VINIX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund (DOXGX) is 3.51%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 4.24%. This indicates that DOXGX experiences smaller price fluctuations and is considered to be less risky than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXGX | VINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 4.24% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 9.08% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 18.13% | -1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 16.85% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 18.02% | -2.13% |