DOXGX vs. VIVIX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Performance
DOXGX vs. VIVIX - Performance Comparison
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DOXGX vs. VIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -3.64% | 13.77% | 14.47% | 17.60% | -2.46% |
VIVIX Vanguard Value Index Fund Institutional Shares | 1.63% | 15.30% | 15.99% | 9.23% | 0.95% |
Returns By Period
In the year-to-date period, DOXGX achieves a -3.64% return, which is significantly lower than VIVIX's 1.63% return.
DOXGX
- 1D
- 0.25%
- 1M
- -7.28%
- YTD
- -3.64%
- 6M
- -1.20%
- 1Y
- 5.86%
- 3Y*
- 13.28%
- 5Y*
- —
- 10Y*
- —
VIVIX
- 1D
- -0.17%
- 1M
- -6.36%
- YTD
- 1.63%
- 6M
- 4.64%
- 1Y
- 14.18%
- 3Y*
- 14.46%
- 5Y*
- 10.63%
- 10Y*
- 11.62%
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DOXGX vs. VIVIX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is higher than VIVIX's 0.04% expense ratio.
Return for Risk
DOXGX vs. VIVIX — Risk / Return Rank
DOXGX
VIVIX
DOXGX vs. VIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.04 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.50 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.22 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.25 | -0.85 |
Martin ratioReturn relative to average drawdown | 1.66 | 5.67 | -4.00 |
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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.04 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.39 | +0.23 |
Correlation
The correlation between DOXGX and VIVIX 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. VIVIX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 10.20%, more than VIVIX's 2.06% 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% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.06% | 2.04% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% |
Drawdowns
DOXGX vs. VIVIX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for DOXGX and VIVIX.
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Drawdown Indicators
| DOXGX | VIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -59.30% | +42.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -11.29% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.80% | — |
Current DrawdownCurrent decline from peak | -7.28% | -6.36% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -9.31% | +6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.48% | +0.44% |
Volatility
DOXGX vs. VIVIX - Volatility Comparison
Dodge & Cox Stock Fund (DOXGX) has a higher volatility of 3.51% compared to Vanguard Value Index Fund Institutional Shares (VIVIX) at 3.27%. This indicates that DOXGX's price experiences larger fluctuations and is considered to be riskier than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXGX | VIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 3.27% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 7.52% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 14.82% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 13.90% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 16.74% | -0.85% |