DOXGX vs. VTTHX

In the year-to-date period, DOXGX achieves a 2.68% return, which is significantly lower than VTTHX's 4.71% return.

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DOXGX has a 0.41% expense ratio, which is higher than VTTHX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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.

The current DOXGX Sharpe Ratio is 0.33, which is lower than the VTTHX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of DOXGX and VTTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DOXGX's dividend yield for the trailing twelve months is around 7.36%, more than VTTHX's 2.98% yield.

The maximum DOXGX drawdown since its inception was -18.98%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for DOXGX and VTTHX.

Dodge & Cox Stock Fund (DOXGX) has a higher volatility of 4.27% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 2.58%. This indicates that DOXGX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.